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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)
First Bancorp
6026
First Bancorp
Maine
$121M +$4.45M +4% 4.83% 73.8% 112 3.57% 1.8
Spectrum Asset Management (Connecticut)
6027
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 1.53% 0.74% 7 0% 3.8
Gouws Capital LLC
6028
Gouws Capital LLC
North Carolina
$121M +$9.29M +8% 8.64% 114% 47 4.26% 1.3
Walker Asset Management
6029
Walker Asset Management
Missouri
$121M +$5.76M +5% 7.93% 87.6% 100 7% 1.2
AAFMAA Wealth Management & Trust
6030
AAFMAA Wealth Management & Trust
North Carolina
$121M -$3.61M -3% 5.31% 62.3% 53 9.43% 1.7
ASI
6031
Advisory Services & Investments
Oregon
$121M +$10.9M +10% 4.72% 19.9% 40 15% 1.2
HTG Investment Advisors
6032
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 5.1% 57.4% 54 11.11% 0.5
David J. Yvars Group
6033
David J. Yvars Group
Florida
$121M +$10.4M +9% 12.3% 143% 89 20.22% 1.7
Basepoint Wealth
6034
Basepoint Wealth
Iowa
$121M +$1.14M +0.9% 0.6% 113% 96 4.17% 1.3
TrueWealth Financial Partners
6035
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 2.25% 36.4% 17 11.76% 1.2
McClarren Financial Advisors
6036
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 6.51% 63% 491 25.87% 0.8
Montz Harcus Wealth Management
6037
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 7.97% 84.1% 60 13.33% 1.2
Yorktown Energy Partners X
6038
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 9.78% 95.9% 5 20% 2.1
Flagship Private Wealth
6039
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 6.16% 62.7% 76 5.26% 2.1
Kapstone Financial Advisors
6040
Kapstone Financial Advisors
Ohio
$121M +$9.9M +9% 7.92% 131% 105 15.24% 0.4
Von Berge Wealth Management Group
6041
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 6.63% 60.5% 66 10.61% 1.3
Charter Research & Investment Group
6042
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 6.27% 82.3% 79 6.33% 6.1
Legacy Capital Wealth Partners
6043
Legacy Capital Wealth Partners
Arkansas
$120M -$246M -67% 4.26% 70.4% 255 86.67% 1.1
Arias Resource Capital
6044
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 17.2% 81.3% 1 0% 2
Andrews Lucia Wealth Management
6045
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 4.59% 59.7% 26 7.69% 1.1
Plotkin Financial Advisors
6046
Plotkin Financial Advisors
Maryland
$120M +$12.7M +12% 10.5% 95.3% 82 13.41% 2.1
Richelieu Gestion
6047
Richelieu Gestion
France
$120M +$9.4M +8% 4.05% – 79 18.99% 0.9
Sagil Capital
6048
Sagil Capital
United Kingdom
$120M -$3.97M -3% 14.2% 104% 27 48.15% 0.6
General Partner Inc
6049
General Partner Inc
Pennsylvania
$120M +$6.23M +5% 9.49% 83.1% 127 0.79% 0.4
Solstein Capital
6050
Solstein Capital
California
$120M +$5.04M +4% 5.88% 91.4% 308 12.66% 1.8