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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)
DFS
5876
Dixon Fnancial Services
California
$137M – – 5.07% 76.6% 26 – 0
Acute Investment Advisory
5877
Acute Investment Advisory
Arizona
$137M – – 4.94% 15% 52 – 0
Exelon Corporation
5878
Exelon Corporation
Illinois
$137M – – 1.19% – 9 – 0.4
Capasso Planning Partners
5879
Capasso Planning Partners
South Carolina
$137M – – 5.68% 51.6% 83 – 0
KC
5880
Kenfarb & Co
Kentucky
$137M – – 13.9% – 170 – 0
Masterton Capital Management
5881
Masterton Capital Management
New York
$137M -$22.4M -14% 8.72% 1.94% 28 53.57% 0.3
Flagship Private Wealth
5882
Flagship Private Wealth
Massachusetts
$137M +$11.7M +9% 8.25% 70.2% 79 12.66% 0.9
Salvus Wealth Management
5883
Salvus Wealth Management
New Jersey
$137M +$14.3M +12% 11.6% 108% 106 7.55% 0.8
Diamant Asset Management
5884
Diamant Asset Management
Connecticut
$137M +$15.9M +13% 13.8% 66.9% 71 7.04% 3.1
MAS Advisors
5885
MAS Advisors
Florida
$137M – – 6.11% 47.9% 99 – 0
FCFC
5886
First Citizens Financial Corp
Iowa
$137M +$11.5M +9% 7.51% 72.9% 106 6.6% 1.6
Moulton Wealth Management
5887
Moulton Wealth Management
Washington
$137M +$2.77M +2% 5.87% 47.8% 33 27.27% 0.7
JCP Investment Management
5888
JCP Investment Management
Texas
$137M – – 1.95% 94.7% 22 – 0
Meros Investment Management
5889
Meros Investment Management
Texas
$137M – – 8.95% 102% 39 – 0
F/M Investments
5890
F/M Investments
District of Columbia
$137M -$3.13M -2% 18.6% 101% 108 54.63% 0.4
Divergent Planning
5891
Divergent Planning
Maryland
$137M +$13M +10% 6.76% 43.3% 18 11.11% 0.8
SA
5892
Sunesis Advisors
Kansas
$136M +$6.92M +5% 4.3% – 32 9.38% 2.7
KLC
5893
Knowledge Leaders Capital
Colorado
$136M +$12.5M +10% 11.2% 51.6% 137 36.5% 0.9
LC
5894
LNZ Capital
New York
$136M +$67M +97% 11.8% 58.8% 25 68% 0.1
Mosaic Advisors
5895
Mosaic Advisors
Texas
$136M -$13.9M -9% 9.12% 50.9% 58 44.83% 0.5
Merrion Investment Management
5896
Merrion Investment Management
New Jersey
$136M +$4.96M +4% 5.45% 161% 101 11.88% 0.8
OF
5897
Outfitter Financial
Maine
$136M +$9.17M +7% 7.13% 97.6% 263 65.4% 0.3
Atlas Principals
5898
Atlas Principals
North Carolina
$136M -$77M -36% 4.61% – 51 56.86% 0.5
ACT Advisors
5899
ACT Advisors
North Carolina
$136M +$6.56M +5% 6.97% 75.4% 37 24.32% 0.8
Morris Capital Advisors
5900
Morris Capital Advisors
Pennsylvania
$136M +$9.21M +7% 16.8% 72.9% 59 13.56% 4.3