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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)
Arcadia Wealth Management (New Hampshire)
5926
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M – – 7.2% 55.5% 59 – 0
Clarus Group
5927
Clarus Group
Texas
$114M +$4.23M +4% 8.85% 67.5% 100 15% 1.6
Innova Wealth Partners
5928
Innova Wealth Partners
Pennsylvania
$114M +$4.22M +4% 6.84% 72.5% 68 41.18% 1.3
Hazlett, Burt & Watson
5929
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 10.2% 97.1% 657 7.15% 0.7
Peak Planning Group
5930
Peak Planning Group
Colorado
$114M +$5.61M +5% 7.11% 105% 83 10.84% 1.6
Western Standard LLC
5931
Western Standard LLC
California
$114M +$26.2M +30% 48.4% 83.7% 36 52.78% 0.9
Dopkins Wealth Management
5932
Dopkins Wealth Management
New York
$114M +$24.4M +27% 10.5% 64.4% 48 29.17% 0.7
Aegis Financial
5933
Aegis Financial
Virginia
$114M – – 33.6% 266% 28 – 1.5
Altus Wealth Management
5934
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 7.04% 73% 35 25.71% 2.2
Weaver C. Barksdale & Associates
5935
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 15% 52.2% 65 7.69% 4.6
Somerset Group
5936
Somerset Group
Minnesota
$113M +$3.95M +4% 4.34% 84.6% 70 12.86% 5.3
Caldwell Sutter Capital
5937
Caldwell Sutter Capital
California
$113M – – 7.8% 79.5% 315 – 0
Silverhawk Asset Management
5938
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 8.12% – 35 20% 0.7
Simplicity Wealth
5939
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 6.11% 82.2% 102 69.61% 0.3
Shelter Insurance Retirement Plan
5940
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 10% 60.5% 8 0% 2.2
Velan Capital Investment Management
5941
Velan Capital Investment Management
Georgia
$113M +$12.4M +12% 15.8% 2,395% 35 51.43% 0.4
ASFA
5942
All Season Financial Advisors
Colorado
$113M +$21M +23% 7.94% 33.8% 143 54.55% 0.5
Davidson Trust Company
5943
Davidson Trust Company
Washington
$113M +$9.06M +9% 10.5% 77% 110 6.36% 2.6
Disciplined Equity Management
5944
Disciplined Equity Management
Florida
$113M +$11.7M +12% 12.4% 72.3% 57 19.3% 0.7
Stevens Capital Partners
5945
Stevens Capital Partners
Nebraska
$113M – – 7.31% 76.3% 50 – 0
Basepoint Wealth
5946
Basepoint Wealth
Iowa
$113M +$19.3M +21% 14.7% 113% 91 7.69% 0.8
Porter White Investment Advisors
5947
Porter White Investment Advisors
Alabama
$113M – – 10.7% 58% 20 – 0
Convergence Financial
5948
Convergence Financial
Missouri
$113M +$21.7M +24% 5.93% 70.6% 30 36.67% 0.6
Pinnacle Wealth Management Group
5949
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 7.24% 64.3% 111 10.81% 1.2
Institutional Venture Management XIII
5950
Institutional Venture Management XIII
California
$113M -$25M -18% 15.2% – 4 0% 0.9