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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)
Nvest Financial
6151
Nvest Financial
New Hampshire
$114M +$18.2M +19% 6.61% 92.8% 70 21.43% 1
Old North State Wealth Management
6152
Old North State Wealth Management
North Carolina
$114M +$7.27M +7% 5.09% 91.5% 74 13.51% 1.1
RFMS
6153
RWQ Financial Management Services
Florida
$114M +$30.6M +37% 18.1% 446% 26 34.62% 1
NewView Capital Partners I
6154
NewView Capital Partners I
California
$114M -$15.8M -12% 0.55% 20.8% 3 0% 1.3
United Community Bank
6155
United Community Bank
South Carolina
$114M +$8.14M +8% 6.52% 66.2% 241 11.62% 1.3
Arena Investors
6156
Arena Investors
New York
$114M -$15.4M -12% 1.34% – 94 48.94% 0.7
Apricus Wealth
6157
Apricus Wealth
South Carolina
$114M +$4.04M +4% 6.5% 78.8% 85 11.76% 1.2
AWH Capital
6158
AWH Capital
Texas
$114M +$15.6M +16% 13% 183% 30 20% 2.4
Prosperity Financial Group
6159
Prosperity Financial Group
California
$114M +$14.8M +15% 8.17% 108% 137 30.66% 0.3
Northern Financial Advisors
6160
Northern Financial Advisors
Michigan
$114M +$7.3M +7% 7.51% 109% 117 8.55% 0.4
Islay Capital Management
6161
Islay Capital Management
Texas
$113M +$11M +11% 5.93% 72% 244 16.8% 2.4
Greenhouse Wealth Management
6162
Greenhouse Wealth Management
Connecticut
$113M +$7.45M +7% 7.52% 87.2% 55 5.45% 2.2
Axiom Advisory
6163
Axiom Advisory
California
$113M +$8.57M +8% 5.78% 16.4% 35 14.29% 1.1
Empirical Asset Management
6164
Empirical Asset Management
Massachusetts
$113M +$8.47M +8% 1.11% 94.5% 185 36.22% 0.8
Strategic Financial Planning
6165
Strategic Financial Planning
Texas
$113M +$3.51M +3% 2.83% 47.5% 32 0% 3
Heritage Wealth Management (Texas)
6166
Heritage Wealth Management (Texas)
Texas
$113M +$9.1M +9% 4.93% 52.3% 26 11.54% 0.5
Riverwater Partners
6167
Riverwater Partners
Wisconsin
$113M +$3.99M +4% 4.74% 110% 200 12.5% 1
Landmark Wealth Management (New York)
6168
Landmark Wealth Management (New York)
New York
$113M -$66.9M -37% 1.05% 37.9% 73 49.32% 1.1
Flight Deck Capital
6169
Flight Deck Capital
California
$113M -$17.3M -13% 15% 379% 19 47.37% 0.7
Dover Advisors
6170
Dover Advisors
Virginia
$113M +$8.72M +8% 6.75% 65% 112 21.43% 0.4
Johnson Midwest Financial
6171
Johnson Midwest Financial
Iowa
$113M +$43M +62% 7.21% 58.6% 396 9.6% 1.7
AIM
6172
AHL Investment Management
Florida
$113M +$4.03M +4% 2.29% 57.7% 65 10.77% 1.2
Millington Financial Advisors
6173
Millington Financial Advisors
Illinois
$112M +$4.27M +4% 6.75% 77.5% 78 17.95% 0.4
SRN Advisors
6174
SRN Advisors
Pennsylvania
$112M +$3.28M +3% 10.2% 146% 88 2.27% 1.7
Maripau Wealth Management
6175
Maripau Wealth Management
Indiana
$112M +$16.2M +17% 4.27% 55.6% 107 33.64% 0.9