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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)
Main Line Retirement Advisors
6301
Main Line Retirement Advisors
Montana
$106M – – 3.17% 47.6% 32 – 0
IDG China Venture Capital Fund V Associates
6302
IDG China Venture Capital Fund V Associates
Hong Kong
$106M -$67.9M -39% 39% 7.34% 1 0% 1.5
RCWM
6303
Royal Capital Wealth Management
Indiana
$106M +$6.84M +7% 7.08% 83.8% 102 11.76% 1.3
Authentikos Wealth Advisory
6304
Authentikos Wealth Advisory
California
$106M +$7.21M +7% 2.71% 43.5% 77 38.96% 0.2
Constellation Investimentos e Participacoes
6305
Constellation Investimentos e Participacoes
Brazil
$106M -$12.9M -11% 8.18% 172% 7 28.57% 1.2
Briaud Financial Planning
6306
Briaud Financial Planning
Texas
$106M +$261K +0.2% 1.37% 113% 21 4.76% 2.1
Center For Asset Management
6307
Center For Asset Management
Florida
$106M +$3.64M +4% 4.82% 66.6% 136 51.47% 1.3
Applied Capital LLC
6308
Applied Capital LLC
Florida
$106M +$5.01M +5% 6% 78.3% 82 12.2% 0.5
Paragon Financial Partners
6309
Paragon Financial Partners
California
$106M +$10.3M +11% 7.94% 90.6% 85 3.53% 1.3
LJCM
6310
Lee Johnson Capital Management
Texas
$106M +$8.75M +9% 6.01% 118% 17 29.41% 1.1
Kolinsky Wealth Management
6311
Kolinsky Wealth Management
New Jersey
$105M +$11.2M +12% 10.5% 44.6% 149 20.13% 1.1
Crescent Sterling
6312
Crescent Sterling
Louisiana
$105M +$2.47M +2% 3.82% 68.6% 80 10% 0.4
Del-Sette Capital Management
6313
Del-Sette Capital Management
New York
$105M +$3.83M +4% 5.24% 112% 30 20% 0.8
SFI Advisors
6314
SFI Advisors
New Jersey
$105M +$5.68M +6% 5.94% 82.9% 81 11.11% 1.1
Udine Wealth Management
6315
Udine Wealth Management
Florida
$105M +$40.5M +62% 12.2% 141% 27 44.44% 0.6
ABP
6316
Arthur B. Page
$105M -$1.47M -1% 7.89% 40.4% 50 8% 6.8
Stevard LLC
6317
Stevard LLC
Illinois
$105M -$1.19M -1% 1.87% – 46 6.52% 2.8
Clay Northam Wealth Management
6318
Clay Northam Wealth Management
California
$105M +$7.9M +8% 10.5% 125% 83 9.64% 1.2
EDMP Inc
6319
EDMP Inc
Florida
$105M +$5.1M +5% 4.08% 78% 66 10.61% 3.8
Ellerson Group
6320
Ellerson Group
Maryland
$105M +$12.7M +14% 8.31% 148% 50 22% 0.4
River Street Advisors
6321
River Street Advisors
Illinois
$105M +$3.16M +3% 7.22% 93.5% 111 6.31% 0.5
North Ridge Wealth Advisors
6322
North Ridge Wealth Advisors
Oregon
$105M +$4.71M +5% 2.72% 29.5% 42 14.29% 0.2
Widmann Financial Services
6323
Widmann Financial Services
Maryland
$105M +$5.34M +5% 4.38% 75.2% 88 10.23% 1.3
Massachusetts Wealth Management
6324
Massachusetts Wealth Management
Massachusetts
$105M +$7.56M +8% 4.67% 110% 83 4.82% 0.5
Horizon Family Wealth
6325
Horizon Family Wealth
Illinois
$105M +$10.1M +11% 7.24% 68.6% 66 15.15% 1