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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)
Paces Ferry Wealth Advisors
6176
Paces Ferry Wealth Advisors
Georgia
$103M +$11.3M +12% 7.28% 72% 111 18.92% 1.7
Castleview Partners
6177
Castleview Partners
Texas
$103M -$1.98M -2% 6.55% 61.3% 723 24.48% 1.3
LCM Capital Management
6178
LCM Capital Management
Illinois
$103M +$8.01M +8% 9.01% 128% 91 13.19% 1.6
AC
6179
AIFG Consultants
New York
$103M – – 6.86% 49.8% 36 – 0
APEIRON Capital Ltd
6180
APEIRON Capital Ltd
Hong Kong
$103M -$47.4M -32% 5.59% 487% 12 50% 0.8
Lionsbridge Wealth Management
6181
Lionsbridge Wealth Management
Florida
$103M +$32.7M +47% 5.33% 65.5% 43 34.88% 1.3
MCM
6182
Magnolia Capital Management
New York
$103M +$5.46M +6% 7.88% 85.9% 149 24.83% 1.4
NED
6183
Nancy E. Dempze
$103M +$8.59M +9% 9.44% 83.1% 68 13.24% 4.5
Millington Financial Advisors
6184
Millington Financial Advisors
Illinois
$102M – – 9.42% 77.5% 70 – 0
NVP Associates
6185
NVP Associates
California
$102M – – 23.1% 953% 8 – 0
Viewpoint Investment Partners
6186
Viewpoint Investment Partners
Alberta, Canada
$102M +$18.4M +22% 5.73% 38.4% 9 22.22% 2.5
Capital Impact Advisors
6187
Capital Impact Advisors
Massachusetts
$102M +$1.94M +2% 5.79% – 237 0.42% 1.3
SLFPAM
6188
St. Louis Financial Planners Asset Management
Missouri
$102M – – 3.6% 139% 18 – 0
Optimas Capital
6189
Optimas Capital
Hong Kong
$102M -$16.5M -14% 13.8% 355% 44 65.91% 0.2
American Securities
6190
American Securities
New York
$102M +$22.5M +28% 28.3% – 1 0% 6
Investments & Financial Planning LLC
6191
Investments & Financial Planning LLC
Kentucky
$102M – – 5.98% 63.6% 36 – 0.9
VERITY Wealth Advisors
6192
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 7.31% 59.9% 74 9.46% 2.6
TRB Advisors
6193
TRB Advisors
New York
$102M +$95K +0.1% 1.17% 64% 4 0% 5.3
ABP
6194
Arthur B. Page
$102M +$6.06M +6% 10.4% 40.4% 50 6% 6.4
Silvia McColl Wealth Management
6195
Silvia McColl Wealth Management
California
$102M – – 9.01% 82.7% 105 – 0
Campion Asset Management
6196
Campion Asset Management
Virginia
$102M +$7.18M +8% 11% 70.2% 94 13.83% 1.5
Oppenheimer & Close
6197
Oppenheimer & Close
New York
$102M +$9.41M +10% 18.9% 149% 63 4.76% 4.1
LFGH
6198
Lee Financial Group Hawaii
Hawaii
$102M -$22.6M -18% 8.62% 12.9% 35 17.14% 1.9
EDMP Inc
6199
EDMP Inc
Florida
$102M +$7.84M +8% 14.2% 78% 60 11.67% 4.2
GWMI
6200
Guardian Wealth Management (Illinois)
Illinois
$102M +$13.2M +15% 14.2% 103% 272 17.65% 0.8