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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)
Delta Capital Management
6151
Delta Capital Management
New Jersey
$179M +$6.48M +4% 6.32% 129% 105 5.71% 5.6
Eagle Wealth Strategies
6152
Eagle Wealth Strategies
New Jersey
$179M +$15.8M +10% 7.99% 85% 109 14.68% 1.1
Solas Capital Management
6153
Solas Capital Management
Connecticut
$179M +$956K +0.5% 12.6% 62.5% 26 42.31% 1.8
Murphy Middleton Hinkle & Parker
6154
Murphy Middleton Hinkle & Parker
Georgia
$179M $0 0% 5.21% 66.8% 132 0% 6.3
Corecam Pte Ltd
6155
Corecam Pte Ltd
$179M -$5.69M -3% 14% 93.6% 41 29.27% 0.7
Brendel Financial Advisors
6156
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 12.6% 126% 114 31.58% 1.6
NewGen Asset Management
6157
NewGen Asset Management
Ontario, Canada
$178M +$24.4M +16% 35.5% 402% 38 55.26% 0.4
National Wealth Management Group
6158
National Wealth Management Group
Ohio
$178M +$26.4M +17% 14.6% 128% 179 30.73% 1.4
McDonough Capital Management
6159
McDonough Capital Management
Florida
$178M +$25.3M +17% 14.3% 98.1% 51 5.88% 2.7
Evergreen Wealth Management
6160
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 7.61% 62.1% 54 9.26% 2.1
AllSquare Wealth Management
6161
AllSquare Wealth Management
New York
$178M +$9.8M +6% 8.48% 62.4% 548 3.28% 5.9
Lunate Capital
6162
Lunate Capital
United Arab Emirates
$178M +$6.86M +4% 6.68% – 6 33.33% 0.2
Von Berge Wealth Management Group
6163
Von Berge Wealth Management Group
California
$178M +$23.1M +15% 10.2% 60.5% 67 10.45% 2.8
Hilltop Wealth Advisors
6164
Hilltop Wealth Advisors
North Carolina
$178M +$912K +0.5% 10.4% 58.3% 55 14.55% 2.8
LWM
6165
Latko Wealth Management
Illinois
$178M +$23.7M +15% 9.25% – 31 12.9% 0.6
Foresite Capital Management VI
6166
Foresite Capital Management VI
California
$178M -$4.66M -3% 0.81% – 20 30% 0.4
Planning Directions
6167
Planning Directions
Pennsylvania
$178M -$56.2M -24% 4.5% 46.3% 122 34.43% 3.4
Kiker Wealth Management
6168
Kiker Wealth Management
Georgia
$177M +$30.8M +21% 12.6% – 804 31.97% 0.3
BLKBRD Asset Management
6169
BLKBRD Asset Management
Connecticut
$177M +$95.1M +116% 38.3% – 34 88.24% 0.1
Massachusetts Wealth Management
6170
Massachusetts Wealth Management
Massachusetts
$177M +$31.5M +22% 9.2% 110% 95 13.68% 1.9
RMSCM
6171
R.M. Sincerbeaux Capital Management
New York
$177M +$7.94M +5% 9.36% 76.4% 39 2.56% 9.5
AIFS
6172
A&I Financial Services
Colorado
$177M +$29.4M +20% 11.8% – 83 25.3% 1.3
CoreFirst Bank & Trust
6173
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 5.7% 61.4% 342 67.84% 1.3
Cascade Wealth Advisors
6174
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 6.26% – 60 38.33% 0.8
Fairfield, Bush & Co
6175
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 19.6% 112% 116 11.21% 6.6