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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)
LifePlan Financial
6826
LifePlan Financial
Minnesota
$109M -$559K -0.5% 0.34% 69.9% 98 12.24% 0.5
Rede Wealth
6827
Rede Wealth
Virginia
$109M -$130M -54% 3.84% 84.4% 101 10.89% 2.4
Ampfield Management
6828
Ampfield Management
New York
$109M -$36M -25% 11.9% 56.9% 5 0% 2.2
FF
6829
Fox Financial
Pennsylvania
$108M -$1.95M -2% 2.6% – 14 7.14% 0.5
LPF Advisors
6830
LPF Advisors
Florida
$108M +$8.61M +9% 0.74% – 37 21.62% 0.4
RPS Advisory Solutions
6831
RPS Advisory Solutions
Kentucky
$108M – – 7.35% – 82 – 0
HC Advisors
6832
HC Advisors
Georgia
$108M -$101M -48% 2.75% 63.5% 92 46.74% 2.8
William Howard & Co Financial Advisors
6833
William Howard & Co Financial Advisors
Tennessee
$108M +$1.59M +1% 1.22% – 50 14% 0.2
Birchview Capital
6834
Birchview Capital
Vermont
$108M -$14.5M -12% 0.72% 327% 63 11.11% 3.3
Bey-Douglas LLC
6835
Bey-Douglas LLC
Georgia
$108M +$3.52M +3% 5.67% – 40 12.5% 0.4
DB Fitzpatrick & Co
6836
DB Fitzpatrick & Co
Idaho
$108M -$956K -0.9% 0.76% 42.7% 93 10.75% 1.8
CTA
6837
Camelot Technology Advisors
California
$108M -$563K -0.5% 0.81% 71% 63 6.35% 0.5
KSCM
6838
Kamunting Street Capital Management
Florida
$108M +$5.24M +5% 2.92% 7.47% 22 40.91% 0.9
Twenty Acre Capital
6839
Twenty Acre Capital
Pennsylvania
$108M +$4.17M +4% 0.16% 196% 17 5.88% 1.7
Mayar Capital
6840
Mayar Capital
United Kingdom
$108M -$9.33M -8% 1.71% 14.7% 13 7.69% 2.5
FWM
6841
FMFE Wealth Management
New York
$108M -$1.39M -1% 1.76% – 25 8% 0.4
Agincourt Capital Management
6842
Agincourt Capital Management
Virginia
$107M +$1.27M +1% 0.86% 0.36% 4 0% 2.5
Williams & Novak
6843
Williams & Novak
California
$107M +$19.4M +22% 3.66% 61.6% 134 38.06% 0.3
Aldebaran Capital
6844
Aldebaran Capital
Indiana
$107M +$2.37M +2% 1.38% 80.4% 36 8.33% 1.2
BTS Asset Management
6845
BTS Asset Management
Massachusetts
$107M -$13.5M -11% 0.88% 8.8% 41 58.54% 1.3
Oracle Investment Management
6846
Oracle Investment Management
Connecticut
$107M -$43.3M -29% 44.1% 865% 30 36.67% 2.8
DFA
6847
Davies Financial Advisors
California
$107M +$9.16M +9% 6.23% – 76 25% 0.2
HFG Advisors
6848
HFG Advisors
Ohio
$107M -$5.65M -5% 1.25% 69.7% 111 18.02% 1.7
Kerntke Otto McGlone Wealth Management Group
6849
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$107M +$5.48M +5% 0.97% 64.9% 75 10.67% 2.2
MRP Capital Investments
6850
MRP Capital Investments
Georgia
$107M +$7.15M +7% 4.53% 222% 120 30.83% 0.8