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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)
KTC
6226
Kentucky Trust Company
Kentucky
$174M +$6.2M +4% 5.71% – 310 7.74% 0.5
Pinnacle Wealth Management Group
6227
Pinnacle Wealth Management Group
Michigan
$174M +$31M +22% 7.21% 64.3% 125 19.2% 2.1
Vaughan & Co Securities
6228
Vaughan & Co Securities
New Jersey
$174M +$12.9M +8% 8.3% 70.7% 57 3.51% 3.7
W Advisors LLC
6229
W Advisors LLC
Tennessee
$174M +$14.6M +9% 9.33% 73.8% 134 17.16% 2.4
Tableaux
6230
Tableaux
Massachusetts
$174M +$35.6M +26% 9.09% – 123 29.27% 0.3
GAA
6231
Guardian Asset Advisors
Pennsylvania
$174M +$20.8M +14% 12.7% 106% 107 7.48% 1.3
First Bancorp
6232
First Bancorp
Maine
$174M +$20.2M +13% 8.61% 80.3% 132 10.61% 3.1
Smith Thornton Advisors
6233
Smith Thornton Advisors
Alabama
$174M +$13.3M +8% 7.25% – 140 12.14% 0.9
DHK Financial Advisors
6234
DHK Financial Advisors
New Hampshire
$174M -$8.43M -5% 5.33% 46.1% 92 7.61% 1.3
Investments & Financial Planning LLC
6235
Investments & Financial Planning LLC
Kentucky
$174M +$19.6M +13% 11% 63.6% 37 8.11% 2.8
Sylvest Advisors
6236
Sylvest Advisors
Texas
$174M +$13.6M +9% 8.44% – 79 17.72% 0.4
Fortune 45 LLC
6237
Fortune 45 LLC
Louisiana
$174M +$20.9M +14% 11.9% 85.2% 30 3.33% 2.3
Arthedge Capital Management
6238
Arthedge Capital Management
New York
$173M +$18.5M +12% 26.6% 80.7% 13 15.38% 3.4
Crystal Rock Capital Management
6239
Crystal Rock Capital Management
Illinois
$173M +$27.2M +19% 21.9% 172% 29 10.34% 5.2
NED
6240
Nancy E. Dempze
$173M +$6.83M +4% 7.23% 83.1% 96 7.29% 3.8
Parkwoods Wealth Partners
6241
Parkwoods Wealth Partners
New York
$173M +$25.3M +17% 7.52% – 76 28.95% 0.4
Walker Asset Management
6242
Walker Asset Management
Missouri
$173M +$8.79M +5% 6.42% 87.6% 148 10.14% 2.3
BlackDiamond Wealth Management
6243
BlackDiamond Wealth Management
New York
$173M +$25.3M +17% 10.2% 70.8% 174 17.82% 1.7
17 Capital Partners
6244
17 Capital Partners
Arizona
$173M +$17.5M +11% 14.3% – 157 22.29% 2
JCP Investment Management
6245
JCP Investment Management
Texas
$173M +$11.1M +7% 6.24% 94.7% 23 39.13% 1.1
First City Capital Management
6246
First City Capital Management
Georgia
$173M +$6.49M +4% 7.37% 86.4% 150 5.33% 6.7
BWG
6247
Boomfish Wealth Group
Georgia
$173M +$19M +12% 10.3% 86% 90 12.22% 1.3
Susquehanna Capital Management
6248
Susquehanna Capital Management
Pennsylvania
$173M -$11.6M -6% 6.29% 40.8% 1 0% 3.5
Piedmont Capital Management (Montana)
6249
Piedmont Capital Management (Montana)
Montana
$173M +$33.6M +24% 7.15% 94% 56 19.64% 2.3
Wealth Watch Advisors
6250
Wealth Watch Advisors
Colorado
$173M +$49.8M +40% 12.3% – 107 42.99% 0.3