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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)
DWA
6951
Delta Wealth Advisors
Indiana
$104M +$2.34M +2% 4.48% – 47 19.15% 0.5
PWP
6952
Phillips Wealth Planners
Mississippi
$104M +$9.53M +10% 9.16% 82% 202 16.34% 1.1
PCMN
6953
Paradigm Capital Management (Nevada)
Nevada
$104M – – 6.27% – 58 – 1.8
LGG
6954
Luts & Greenleigh Group
Maryland
$104M +$8.01M +8% 5.71% – 87 13.79% 1.2
SPAS
6955
Spectrum Planning & Advisory Services
California
$104M +$394K +0.4% 5.07% – 61 19.67% 1.6
AWA
6956
Authentikos Wealth Advisory
California
$104M +$489K +0.5% 3.05% 43.5% 159 80.5% 0.2
OFG
6957
Orcam Financial Group
California
$103M +$10M +11% 5.65% 40% 49 18.37% 1.8
NCTC
6958
New Covenant Trust Company
Indiana
$103M +$16.2M +19% 5.94% – 91 17.58% 0.4
CI
6959
Centerstone Investors
New York
$103M -$17M -14% 9.74% 73.7% 29 10.34% 3.2
CWP
6960
Corepath Wealth Partners
Arizona
$103M +$8.12M +9% 6.39% 56% 28 10.71% 2.6
BCP
6961
Breakout Capital Partners
New York
$103M +$20M +24% 2.96% – 8 25% 0.5
MC
6962
Mayar Capital
United Kingdom
$103M -$4.83M -4% 10.8% 14.7% 13 7.69% 2.8
ASGS
6963
Alpha Square Group S
New York
$103M +$48.8M +90% 7.38% 53.8% 20 30% 1.4
WFS
6964
WealthGarden F.S.
California
$103M +$7.85M +8% 5.28% – 125 14.4% 0.2
IW
6965
Instrumental Wealth
Florida
$103M +$5.78M +6% 5.62% 34.2% 50 18% 1
AIA
6966
Accelerate Investment Advisors
California
$102M – – 5.88% – 84 – 0
ACM
6967
Agincourt Capital Management
Virginia
$102M -$5.15M -5% 5.39% 0.36% 4 25% 2.8
MIM
6968
Macroview Investment Management
Maryland
$102M +$7.91M +8% 7.79% 67.2% 657 21.77% 2.6
JSA
6969
Jim Saulnier & Associates
Colorado
$102M – – 3.8% – 83 – 0
KIA
6970
Kraematon Investment Advisors
Massachusetts
$102M +$3.44M +3% 6.58% 80.5% 90 12.22% 2
HPM
6971
Hudson Portfolio Management
New York
$102M – – 6.87% – 110 – 2.5
CP
6972
Camelot Portfolios
Ohio
$102M -$75.3M -43% 6.92% 41.3% 602 77.91% 4.1
CA
6973
CWC Advisors
Oregon
$101M – – 7.04% – 121 – 0
NFP
6974
NorthLanding Financial Partners
New York
$101M +$6.92M +7% 6.51% 54.7% 37 8.11% 1.8
KSB
6975
Kennebec Savings Bank
Maine
$101M – – 7.45% – 270 – 0