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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
HIA
6026
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 5.1% 57.4% 54 11.11%
DJYG
6027
David J. Yvars Group
Florida
$121M +$10.4M +9% 12.3% 125% 89 20.22%
BW
6028
Basepoint Wealth
Iowa
$121M +$1.14M +0.9% 0.6% 113% 96 4.17%
TFP
6029
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 2.25% 36.4% 17 11.76%
MFA
6030
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 6.51% 55.3% 491 25.87%
MHWM
6031
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 7.97% 74.1% 60 13.33%
YEPX
6032
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 9.78% 95.8% 5 20%
FPW
6033
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 6.16% 62.7% 76 5.26%
KFA
6034
Kapstone Financial Advisors
Ohio
$121M +$9.89M +9% 7.92% 131% 105 15.24%
VBWMG
6035
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 6.63% 60.5% 66 10.61%
CRIG
6036
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 6.27% 82.3% 79 6.33%
LCWP
6037
Legacy Capital Wealth Partners
Arkansas
$120M -$246M -67% 4.26% 69.4% 255 86.67%
ARC
6038
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 17.2% 81.3% 1 0%
ALWM
6039
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 4.59% 59.7% 26 7.69%
PFA
6040
Plotkin Financial Advisors
Maryland
$120M +$12.7M +12% 10.5% 95.3% 82 13.41%
RG
6041
Richelieu Gestion
France
$120M +$9.39M +8% 4.05% 79 18.99%
SC
6042
Sagil Capital
United Kingdom
$120M -$3.97M -3% 14.2% 104% 27 48.15%
GPI
6043
General Partner Inc
Pennsylvania
$120M +$6.23M +5% 9.49% 74% 127 0.79%
SC
6044
Solstein Capital
California
$120M +$5.04M +4% 5.88% 91.4% 308 12.66%
SC
6045
Settian Capital
New York
$120M +$35.3K +0% 8.18% 62.5% 44 40.91%
JIM
6046
JCP Investment Management
Texas
$120M -$21.9M -15% 4.29% 94.7% 19 36.84%
DC
6047
Darrow Company
Massachusetts
$120M +$12.6M +12% 3.3% 41.1% 30 6.67%
LFA
6048
Legend Financial Advisors
Pennsylvania
$120M +$757K +0.6% 4.76% 117% 238 16.81%
LOIP
6049
Live Oak Investment Partners
Texas
$120M +$5.88M +5% 3.99% 304 0%
PGF
6050
Plan Group Financial
Oklahoma
$120M 2.88% 56.3% 66