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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)
Investmark Advisory Group
6401
Investmark Advisory Group
Connecticut
$107M – – 12.7% 73.8% 388 – 0
DB Fitzpatrick & Co
6402
DB Fitzpatrick & Co
Idaho
$107M – – 5.92% 42.7% 75 – 0
Unionview LLC
6403
Unionview LLC
Washington
$107M – – 9.16% 21.2% 93 – 0
Bancreek Capital Management
6404
Bancreek Capital Management
California
$107M – – 14.7% 33.6% 29 – 0
Navigation Wealth Management
6405
Navigation Wealth Management
Colorado
$107M +$91.5M +597% 9.25% 46.5% 130 69.23% 0.4
National Wealth Management Group
6406
National Wealth Management Group
Ohio
$107M – – 8.72% 128% 124 – 0
Once Capital Management
6407
Once Capital Management
New York
$107M – – 13.5% 627% 17 – 0
T
6408
TRUADVICE
Florida
$107M -$2.58M -2% 4.25% 21.6% 124 19.35% 1
WM
6409
Westpark Management
Texas
$107M – – 10.2% – 8 – 0
Brooklyn FI
6410
Brooklyn FI
New York
$107M – – 3.02% 60.4% 39 – 0
Oppenheimer & Close
6411
Oppenheimer & Close
New York
$106M +$1.95M +2% 9.18% 149% 64 4.69% 3.6
Delphi Management
6412
Delphi Management
Massachusetts
$106M +$9.03M +9% 12.5% 107% 109 19.27% 2.3
DHK Financial Advisors
6413
DHK Financial Advisors
New Hampshire
$106M – – 5.89% 46.1% 37 – 0
MSCM
6414
Marlin Sams Capital Management
New York
$106M +$53M +100% 3.3% 53.1% 6 50% 0.1
Clay Northam Wealth Management
6415
Clay Northam Wealth Management
California
$106M – – 7.04% 125% 88 – 0
Ayrton Capital
6416
Ayrton Capital
Connecticut
$106M – – 0.92% – 118 – 0
Pariax
6417
Pariax
California
$106M – – 2.21% – 39 – 0
Dentgroup
6418
Dentgroup
Louisiana
$106M – – 7.2% 53.6% 82 – 0
Meadow Creek Wealth Advisors
6419
Meadow Creek Wealth Advisors
Georgia
$106M – – 11.9% 101% 121 – 1
BCR Wealth Strategies
6420
BCR Wealth Strategies
Alabama
$106M – – 5.73% 45.1% 122 – 0
Crestmont Private Wealth
6421
Crestmont Private Wealth
Texas
$106M – – 8% 54.8% 41 – 0
Mayar Capital
6422
Mayar Capital
United Kingdom
$106M +$12.9M +14% 1.77% 14.7% 12 0% 0.6
Maripau Wealth Management
6423
Maripau Wealth Management
Indiana
$106M – – 4.94% 55.6% 81 – 0
PIPST
6424
Prescott Investors Profit Sharing Trust
Florida
$106M – – 3.06% – 8 – 2.3
5th Street Advisors
6425
5th Street Advisors
Connecticut
$105M – – 5.23% 52.2% 14 – 0