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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)
Hardin Capital Partners
6026
Hardin Capital Partners
South Carolina
$153M – – 6.22% – 114 – 0
Keener Financial Planning
6027
Keener Financial Planning
Texas
$153M +$7.86M +5% 1.21% – 190 4.74% 0.5
Solstein Capital
6028
Solstein Capital
California
$153M +$9.01M +6% 5.12% 91.4% 322 5.59% 2.6
New Millennium Group
6029
New Millennium Group
Utah
$153M +$20.7M +16% 12.4% 176% 419 83.77% 0.3
Lancaster Investment Management
6030
Lancaster Investment Management
United Kingdom
$153M +$27.8M +22% 3.68% 0.78% 6 16.67% 0.7
Black Maple Capital Management
6031
Black Maple Capital Management
Wisconsin
$153M -$10.3M -6% 3.69% 35.7% 134 50.75% 0.7
CWMGP
6032
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$153M +$13.6M +10% 3.37% 75.9% 73 12.33% 1.5
WBWA
6033
William B. Walkup & Associates
South Carolina
$153M – – 4.11% – 158 – 0
BWM
6034
Bullock Wealth Management
Indiana
$153M +$3.36M +2% 3.93% 101% 601 10.48% 1.1
TL
6035
TowerView LLC
New York
$153M +$1.75M +1% 0.38% 17.9% 30 23.33% 3.1
Arthedge Capital Management
6036
Arthedge Capital Management
New York
$153M -$11.4M -7% 1.78% 80.7% 12 0% 2.8
Kapstone Financial Advisors
6037
Kapstone Financial Advisors
Ohio
$153M +$5.64M +4% 3.44% 131% 113 14.16% 1.2
W Advisors LLC
6038
W Advisors LLC
Tennessee
$152M +$6.64M +5% 3.48% 73.8% 115 7.83% 1.9
Bullseye Investment Management
6039
Bullseye Investment Management
Ohio
$152M -$19.7M -11% 1.82% 36.2% 79 37.97% 0.6
Worth Financial Advisory Group
6040
Worth Financial Advisory Group
North Carolina
$152M +$8.03M +6% 2.69% 93.3% 161 22.36% 1.1
Fairbanks Capital Management
6041
Fairbanks Capital Management
California
$152M +$7.26M +5% 6.09% 81.3% 54 0% 4.7
Concorde Financial
6042
Concorde Financial
Texas
$152M +$42.3M +38% 2.12% 81.3% 41 12.2% 1.5
RMSCM
6043
R.M. Sincerbeaux Capital Management
New York
$152M -$5.23M -3% 2.66% 76.4% 40 7.5% 8.7
BlackDiamond Wealth Management
6044
BlackDiamond Wealth Management
New York
$152M +$11.8M +8% 2.82% 70.8% 162 21.6% 1.4
SummerHaven Investment Management
6045
SummerHaven Investment Management
Connecticut
$152M -$7.64M -5% 2.36% 150% 195 1.54% 1.7
Wells Financial Advisors
6046
Wells Financial Advisors
Massachusetts
$152M +$5.11M +3% 1.99% 54% 83 18.07% 2.2
Powszechne Towarzystwo Emerytalne Allianz Polska
6047
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$152M +$35.9M +31% 5.25% – 13 7.69% 0.2
Lauterbach Financial Advisors
6048
Lauterbach Financial Advisors
Texas
$152M -$507K -0.3% 0.08% 76.5% 68 8.82% 1.9
Eliot Finkel Investment Counsel
6049
Eliot Finkel Investment Counsel
California
$152M -$2.93M -2% 2.02% 88.9% 30 3.33% 4.9
Old North State Wealth Management
6050
Old North State Wealth Management
North Carolina
$152M -$1.34M -0.9% 1.25% 91.5% 103 17.48% 1.5