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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)
Amara Financial
6951
Amara Financial
California
$105M – – 5.99% – 42 – 0
Santa Clara Valley Transportation Authority
6952
Santa Clara Valley Transportation Authority
California
$104M – – 4.73% – 4 – 0
Delta Wealth Advisors
6953
Delta Wealth Advisors
Indiana
$104M +$2.34M +2% 4.48% – 47 19.15% 0.5
Phillips Wealth Planners
6954
Phillips Wealth Planners
Mississippi
$104M +$9.5M +10% 9.16% 82% 202 16.34% 1.1
PCMN
6955
Paradigm Capital Management (Nevada)
Nevada
$104M – – 6.27% – 58 – 1.8
Luts & Greenleigh Group
6956
Luts & Greenleigh Group
Maryland
$104M +$8.01M +8% 5.71% – 87 13.79% 1.2
SPAS
6957
Spectrum Planning & Advisory Services
California
$104M +$394K +0.4% 5.07% – 61 19.67% 1.6
Authentikos Wealth Advisory
6958
Authentikos Wealth Advisory
California
$104M +$489K +0.5% 3.05% 43.5% 159 80.5% 0.2
Orcam Financial Group
6959
Orcam Financial Group
California
$103M +$10M +11% 5.65% 40% 49 18.37% 1.8
New Covenant Trust Company
6960
New Covenant Trust Company
Indiana
$103M +$16.2M +19% 5.94% – 91 17.58% 0.4
Centerstone Investors
6961
Centerstone Investors
New York
$103M -$17M -14% 9.74% 73.7% 29 10.34% 3.2
Corepath Wealth Partners
6962
Corepath Wealth Partners
Arizona
$103M +$8.12M +9% 6.39% 62.1% 28 10.71% 2.6
Breakout Capital Partners
6963
Breakout Capital Partners
New York
$103M +$20M +24% 2.96% – 8 25% 0.5
Mayar Capital
6964
Mayar Capital
United Kingdom
$103M -$4.83M -4% 10.8% 14.7% 13 7.69% 2.8
Alpha Square Group S
6965
Alpha Square Group S
New York
$103M +$48.8M +90% 7.38% 53.8% 20 30% 1.4
WealthGarden F.S.
6966
WealthGarden F.S.
California
$103M +$7.85M +8% 5.28% – 125 14.4% 0.2
Instrumental Wealth
6967
Instrumental Wealth
Florida
$103M +$5.78M +6% 5.62% 38.2% 50 18% 1
Accelerate Investment Advisors
6968
Accelerate Investment Advisors
California
$102M – – 5.88% – 84 – 0
Agincourt Capital Management
6969
Agincourt Capital Management
Virginia
$102M -$5.15M -5% 5.39% 0.36% 4 25% 2.8
Macroview Investment Management
6970
Macroview Investment Management
Maryland
$102M +$7.91M +8% 7.79% 67.2% 657 21.77% 2.6
Jim Saulnier & Associates
6971
Jim Saulnier & Associates
Colorado
$102M – – 3.8% – 83 – 0
Kraematon Investment Advisors
6972
Kraematon Investment Advisors
Massachusetts
$102M +$3.44M +3% 6.58% 80.5% 90 12.22% 2
HPM
6973
Hudson Portfolio Management
New York
$102M – – 6.87% – 110 – 2.5
Camelot Portfolios
6974
Camelot Portfolios
Ohio
$102M -$75.3M -43% 6.92% 41.3% 602 77.91% 4.1
CWC Advisors
6975
CWC Advisors
Oregon
$101M – – 7.04% – 121 – 0