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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)
New Age Alpha Advisors
6151
New Age Alpha Advisors
New York
$134M – – 13.4% – 46 – 0
Calixto Global Investors
6152
Calixto Global Investors
Florida
$134M +$30.6M +30% 27.3% 180% 12 58.33% 0.7
Midwest Financial Group
6153
Midwest Financial Group
Kansas
$134M +$15.8M +13% 11.5% 103% 101 7.92% 0.7
UNC Management Company
6154
UNC Management Company
North Carolina
$134M +$29.9M +29% 27.8% 92% 2 50% 1
Successful Portfolios
6155
Successful Portfolios
Florida
$134M +$21M +19% 9.7% 110% 173 17.92% 3.9
Investments & Financial Planning LLC
6156
Investments & Financial Planning LLC
Kentucky
$134M +$21.4M +19% 10.7% 63.6% 35 14.29% 1.8
Virtus Investment Advisers
6157
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 13.9% 172% 388 48.45% 0.5
Prepared Retirement Institute
6158
Prepared Retirement Institute
Pennsylvania
$133M – – 7.87% – 75 – 0
Interchange Capital Partners
6159
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 12.5% 106% 162 15.43% 1.4
Hibernia Wealth Partners
6160
Hibernia Wealth Partners
Louisiana
$133M +$4.26M +3% 6.87% 40.6% 364 84.89% 0.2
KilterHowling LLC
6161
KilterHowling LLC
Colorado
$133M +$19.8M +17% 8.71% 51.3% 53 22.64% 1.5
Meritas Wealth Management
6162
Meritas Wealth Management
California
$133M +$2.83M +2% 15.8% 69.4% 52 23.08% 0.8
DHK Financial Advisors
6163
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 9.97% 46.1% 71 15.49% 1
Barnett & Company
6164
Barnett & Company
Tennessee
$133M +$5.3M +4% 8.46% 65.9% 78 6.41% 4.1
BWM
6165
Bullock Wealth Management
Indiana
$133M +$13M +11% 10.5% 101% 625 9.44% 1.8
Boyar Asset Management
6166
Boyar Asset Management
New York
$133M +$5.88M +5% 13.1% 75.5% 83 7.23% 6.4
Bain Capital Public Equity
6167
Bain Capital Public Equity
Massachusetts
$133M +$2.89M +2% 16.9% 169% 43 62.79% 0.4
GIM
6168
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 5.13% – 43 11.63% 3.8
InTrack Investment Management
6169
InTrack Investment Management
Vermont
$133M +$19.5M +17% 11.4% 99.2% 143 19.58% 1.6
Granite Harbor Advisors
6170
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 9.68% 61.5% 80 13.75% 0.9
Arbor Capital Management (Alaska)
6171
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 8.47% 62.7% 111 18.02% 1.5
Financial Futures
6172
Financial Futures
New Jersey
$133M +$10.7M +9% 8.95% 48.5% 54 27.78% 1.4
Grizzlyrock Capital
6173
Grizzlyrock Capital
Illinois
$133M – – 9.3% – 20 – 0
Ballew Advisors
6174
Ballew Advisors
Mississippi
$133M +$11.6M +10% 9.65% 68% 104 12.5% 3.4
Washburn Capital Management
6175
Washburn Capital Management
Florida
$133M +$14.6M +12% 12.8% 123% 52 25% 2.6