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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)
AdviceOne Advisory Services
6801
AdviceOne Advisory Services
Connecticut
$165M -$3.96M -2% 2.69% – 41 4.88% 1
Optivise Advisory Services
6802
Optivise Advisory Services
Tennessee
$165M -$8.3M -5% 1.38% – 219 25.57% 1.1
Grand Alliance Asset Management
6803
Grand Alliance Asset Management
Hong Kong
$165M +$27.8M +20% 49.1% – 15 40% 0.5
Dominguez Wealth Management Solutions
6804
Dominguez Wealth Management Solutions
Virginia
$165M +$1.5M +0.9% 0.5% 59.7% 69 5.8% 2.8
Charter Oak Advisors
6805
Charter Oak Advisors
New York
$165M +$46M +39% 17.1% – 14 14.29% 1
Taylor Financial Group
6806
Taylor Financial Group
Virginia
$165M -$5.18M -3% 1.95% 79% 103 4.85% 2
Rochester Wealth Strategies
6807
Rochester Wealth Strategies
Michigan
$165M +$5.69M +4% 0.32% – 24 0% 0.9
Buckland Partners Management Co
6808
Buckland Partners Management Co
New York
$165M -$15.5M -9% 0.18% – 111 24.32% 0.2
Capital & Planning LLC
6809
Capital & Planning LLC
Georgia
$165M +$143M +663% 4.34% – 172 94.77% 0.1
Occam Crest Management
6810
Occam Crest Management
Connecticut
$165M +$20.7M +14% 3.76% – 38 36.84% 0.3
Sugar Maple Asset Management
6811
Sugar Maple Asset Management
Wisconsin
$165M +$16M +11% 0.22% – 98 28.57% 1.1
Bitterroot Capital Advisors
6812
Bitterroot Capital Advisors
Montana
$165M +$18.7M +13% 1.28% – 61 18.03% 0.2
Sender Company & Partners
6813
Sender Company & Partners
New York
$165M -$49.9M -23% 0.28% 69.8% 132 82.58% 0.3
Addis & Hill
6814
Addis & Hill
Pennsylvania
$164M -$618K -0.4% 0.59% 65.1% 27 0% 2
General Partner Inc
6815
General Partner Inc
Pennsylvania
$164M -$12.2M -7% 1.76% 83.1% 169 2.37% 2.7
CCM
6816
Clutterbuck Capital Management
Ohio
$164M +$44.2M +37% 4.29% – 9 55.56% 0.2
Newport Capital Group
6817
Newport Capital Group
New Jersey
$164M +$464K +0.3% 1.3% – 75 8% 1.9
PVAMC
6818
PPS&V Asset Management Consultants
Michigan
$164M -$8.48M -5% 2.79% 80.7% 42 4.76% 2.8
Prospect Financial Services
6819
Prospect Financial Services
New York
$164M -$10.3M -6% 4.27% – 109 9.17% 1.6
VMS Asset Management
6820
VMS Asset Management
$164M -$95.8M -37% 29.5% – 54 79.63% 0.1
Chico Wealth RIA
6821
Chico Wealth RIA
California
$164M +$10.2M +7% 1.98% 74.7% 40 25% 2.2
Alamar Capital Management
6822
Alamar Capital Management
California
$164M -$17.6M -10% 4.86% – 92 15.22% 2.4
Papamarkou Wellner Asset Management
6823
Papamarkou Wellner Asset Management
New York
$164M -$2.72M -2% 2.74% – 94 17.02% 0.9
Gridiron Partners
6824
Gridiron Partners
Pennsylvania
$164M -$11.9M -7% 1.78% 15.5% 60 23.33% 2.2
Longview Financial Advisors
6825
Longview Financial Advisors
Alabama
$164M +$16.5M +11% 5.72% 47.4% 163 71.17% 0.5