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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
DRD
5726
Dennis R. Delaney
$104M 3.25% 84.3% 51
SIA
5727
Stegner Investment Associates
Kentucky
$104M +$34K +0% 4.57% 75.3% 22 13.64%
DTC
5728
Davidson Trust Company
Washington
$104M -$8.09M -7% 6.39% 64.6% 110 8.18%
CH
5729
CVS Health
Rhode Island
$104M -$16.5M -14% 12.6% 48.7% 7 14.29%
ETCM
5730
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 6.84% 139% 39 25.64%
LWM
5731
Long Walk Management
Connecticut
$104M +$224K +0.2% 16.7% 302% 8 37.5%
AIM
5732
Alerce Investment Management
Illinois
$104M +$50M +93% 40% 25.1% 7 0%
MF
5733
Montis Financial
Massachusetts
$104M -$3.02M -3% 4.11% 46% 62 6.45%
ARS
5734
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 2.1% 13.1% 152 88.16%
CCP
5735
Carmel Capital Partners
California
$104M -$3.51M -3% 3.49% 65.1% 125 16.8%
LFG
5736
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 7.29% 51.4% 24 4.17%
WPEP
5737
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 2.94% 60.6% 15 0%
PWM
5738
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 6.76% 50.5% 62 3.23%
RTC
5739
Riverview Trust Company
Washington
$103M -$11.4M -10% 5.44% 87.6% 932 48.39%
HBW
5740
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 4.64% 97.1% 665 13.08%
WFA
5741
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 5.3% 54% 64 10.94%
BGI
5742
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 3.5% 25.6% 7 0%
VI
5743
Visa Inc
California
$103M -$7.49M -7% 2.32% 4 0%
DAM
5744
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 5.28% 66.9% 65 6.15%
YAVAPFMC
5745
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.55M -8% 5.93% 201% 57 1.75%
GWAM
5746
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 4.85% 57.3% 63 6.35%
SVI
5747
Strategic Vision Investment
Hong Kong
$103M +$68.8M +202% 8.61% 95.6% 18 66.67%
PFG
5748
Peterson Financial Group
Iowa
$103M -$3.4M -3% 4.89% 32.4% 81 17.28%
PPWM
5749
Paragon Private Wealth Management
Kentucky
$103M +$8.95M +10% 3.92% 93.9% 129 20.93%
TIM
5750
Tevis Investment Management
Texas
$103M -$1.73M -2% 5.44% 58.7% 497 23.34%