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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)
Prentiss Smith & Co
6651
Prentiss Smith & Co
Vermont
$172M +$4.84M +3% 0.56% 67.4% 67 5.97% 6.4
Washburn Capital Management
6652
Washburn Capital Management
Florida
$172M -$9.5M -5% 2.72% 123% 60 11.67% 2.9
Benchmark Investment Advisors
6653
Benchmark Investment Advisors
Illinois
$172M – – 0.78% – 76 – 2.6
Salvus Wealth Management
6654
Salvus Wealth Management
New Jersey
$172M -$6.88M -4% 2.7% 108% 142 15.49% 3.1
South Plains Financial
6655
South Plains Financial
Texas
$172M +$3.83M +2% 0.58% – 260 17.69% 1.1
Abbington Investment Group
6656
Abbington Investment Group
Connecticut
$172M +$25.5M +17% 13.6% – 51 3.92% 0.4
Nicholson Wealth Management Group
6657
Nicholson Wealth Management Group
South Carolina
$172M +$1.45M +0.9% 1.7% – 119 13.45% 1.2
WF
6658
Williams Financial
Vermont
$172M -$1.05M -0.6% 0.15% 33.1% 25 4% 0.6
Michael S. Ryan Inc
6659
Michael S. Ryan Inc
New York
$172M -$1.1M -0.6% 0.32% 63.3% 57 7.02% 1.7
FFG Retirement Advisors
6660
FFG Retirement Advisors
Colorado
$172M +$10.5M +7% 0.38% 43.4% 46 10.87% 2
Atlantic Investment Management
6661
Atlantic Investment Management
New York
$172M -$5.97M -3% 4.3% 28.8% 15 53.33% 0.6
Magnolia Wealth Management
6662
Magnolia Wealth Management
Alabama
$172M +$4.27M +3% 1.62% 48.7% 212 92.92% 0.2
Stephens Group
6663
Stephens Group
Arkansas
$172M -$13.9M -8% 1.83% 45% 4 25% 3
RMSCM
6664
R.M. Sincerbeaux Capital Management
New York
$172M -$7.24M -4% 2.45% 76.4% 38 0% 10.2
Ciovacco Capital Management
6665
Ciovacco Capital Management
Georgia
$172M -$28.1M -14% 4.58% 88.5% 34 38.24% 1.8
Salus Financial Advisors
6666
Salus Financial Advisors
Colorado
$171M +$4.64M +3% 1.76% – 36 8.33% 1.1
MAC Alpha Capital Management
6667
MAC Alpha Capital Management
Florida
$171M -$10.3M -6% 4.73% – 22 13.64% 0.2
Fischer Investment Strategies
6668
Fischer Investment Strategies
California
$171M -$224K -0.1% 1.29% 81% 56 28.57% 1.1
Old Peak Finance
6669
Old Peak Finance
North Carolina
$171M +$9.22M +6% 1.11% – 90 10% 0.2
Tranquilli Financial Advisor
6670
Tranquilli Financial Advisor
New Jersey
$171M -$1.11M -0.6% 0.27% 55.1% 146 20.55% 2.2
Birch Financial Group
6671
Birch Financial Group
New Hampshire
$171M -$4.19M -2% 3.23% – 144 11.11% 0.9
GAA
6672
Guardian Asset Advisors
Pennsylvania
$171M -$21.1M -11% 2.03% 106% 111 10.81% 1.9
Inman Jager Wealth Management
6673
Inman Jager Wealth Management
Mississippi
$171M +$7.81M +5% 1.21% – 84 3.57% 1.2
Pillar Financial Advisors
6674
Pillar Financial Advisors
Kentucky
$171M +$5.31M +3% 1.55% – 113 7.96% 1.2
AFG Fiduciary Services
6675
AFG Fiduciary Services
Massachusetts
$171M +$2.49M +1% 0.72% 72.4% 99 18.18% 2.1