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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 Avg Holding
Period (Yrs)
PC
5726
Pavadi Capital
New York
$104M -$5.87M -5% 1.27% – 25 20% 0.6
CWM
5727
Chicago Wealth Management
Illinois
$104M -$7.54M -7% 2.86% 134% 35 22.86% 1.4
BFA
5728
Brown Financial Advisory
Alabama
$104M +$10.8M +12% 5.81% 66.3% 28 10.71% 1.5
DRD
5729
Dennis R. Delaney
$104M – – 3.25% 84.3% 51 – 4.9
SIA
5730
Stegner Investment Associates
Kentucky
$104M +$34K +0% 4.57% 84.8% 22 13.64% 1.5
DTC
5731
Davidson Trust Company
Washington
$104M -$8.09M -7% 6.39% 77% 110 8.18% 2.5
CH
5732
CVS Health
Rhode Island
$104M -$16.5M -14% 12.6% 48.7% 7 14.29% 0.6
ETCM
5733
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 6.84% 139% 39 25.64% 1
LWM
5734
Long Walk Management
Connecticut
$104M +$224K +0.2% 16.7% 302% 8 37.5% 0.6
AIM
5735
Alerce Investment Management
Illinois
$104M +$50M +93% 40% 25.1% 7 0% 1.8
MF
5736
Montis Financial
Massachusetts
$104M -$3.02M -3% 4.11% 46% 62 6.45% 1.6
ARS
5737
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 2.1% 13.1% 152 88.16% 0.1
CCP
5738
Carmel Capital Partners
California
$104M -$3.51M -3% 3.49% 65.1% 125 16.8% 0.6
LFG
5739
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 7.29% 57.3% 24 4.17% 0.7
WPEP
5740
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 2.94% 48% 15 0% 6.2
PWM
5741
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 6.76% 50.5% 62 3.23% 1
RTC
5742
Riverview Trust Company
Washington
$103M -$11.4M -10% 5.44% 87.6% 932 48.39% 1.2
HBW
5743
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 4.64% 97.1% 665 13.08% 0.4
WFA
5744
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 5.3% 54% 64 10.94% 1.5
BGI
5745
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 3.5% 25.6% 7 0% 1.5
VI
5746
Visa Inc
California
$103M -$7.49M -7% 2.32% – 4 0% 0.8
DAM
5747
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 5.28% 66.9% 65 6.15% 4.2
YAVAPFMC
5748
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.55M -8% 5.93% 201% 57 1.75% 1
GWAM
5749
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 4.85% 57.3% 63 6.35% 1.7
SVI
5750
Strategic Vision Investment
Hong Kong
$103M +$68.8M +202% 8.61% 95.6% 18 66.67% 0.4