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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)
Adirondack Capital Advisors
7201
Adirondack Capital Advisors
New York
$149M – – 2.1% – 42 – 0
Mount Vernon Associates
7202
Mount Vernon Associates
Maryland
$149M +$5.43M +4% 3.59% 136% 60 8.33% 7.2
Future Financial Wealth Management
7203
Future Financial Wealth Management
Ohio
$149M -$10.2M -6% 2.24% 65.2% 465 73.33% 2.9
Refined Wealth Management
7204
Refined Wealth Management
Utah
$149M -$7.06M -5% 5.71% 99.4% 44 20.45% 2.2
TRV GP VI
7205
TRV GP VI
Massachusetts
$149M +$38.9M +35% 38.6% – 3 0% 1
PWM
7206
Pinnacle Wealth Management
California
$148M +$315K +0.2% 0.26% 194% 42 19.05% 1.4
Accelerate Investment Advisors
7207
Accelerate Investment Advisors
California
$148M +$1.43M +1% 1.86% – 128 11.72% 0.9
Strong Retirement Solutions
7208
Strong Retirement Solutions
Washington
$148M – – 1.43% – 84 – 0
Stage Harbor Financial
7209
Stage Harbor Financial
Massachusetts
$148M +$11.7M +9% 2.1% 56.4% 60 5% 1.4
Eschler Asset Management
7210
Eschler Asset Management
United Kingdom
$148M +$13.5M +10% 13.3% 274% 90 63.33% 0.6
Fortune Financial Advisors
7211
Fortune Financial Advisors
Kansas
$148M +$15.4M +12% 0.43% 76.8% 101 8.91% 2
Twin Lions Management
7212
Twin Lions Management
Connecticut
$148M -$3.76M -2% 1.13% – 8 0% 0.8
AV
7213
Alamea Verwaltungs
New Jersey
$148M +$1.82M +1% 10.1% – 122 43.44% 0.4
Beto Financial Group
7214
Beto Financial Group
Idaho
$148M – – 2.8% – 133 – 0
Zeit Capital
7215
Zeit Capital
Colorado
$148M +$1.01M +0.7% 1.73% 56.5% 27 0% 4.3
BluePath Capital Management
7216
BluePath Capital Management
Georgia
$148M +$11.4M +8% 1.22% 106% 108 28.7% 1.3
Hartmann Taylor Wealth Management
7217
Hartmann Taylor Wealth Management
Texas
$148M +$8.85M +6% 1.62% – 54 7.41% 0.7
Certior Financial Group
7218
Certior Financial Group
Pennsylvania
$148M -$2.51M -2% 0.09% – 147 17.01% 0.8
Pioneer Family Office
7219
Pioneer Family Office
Florida
$148M – – 2.19% – 136 – 0
MWS
7220
MFA Wealth Services
California
$148M +$3.14M +2% 2.68% – 125 8.8% 0.9
Brightwater Advisory
7221
Brightwater Advisory
Florida
$148M +$2.37M +2% 1.9% – 61 6.56% 1.7
Bruce G. Allen Investments
7222
Bruce G. Allen Investments
Colorado
$148M +$8.25M +6% 3.85% – 1,130 8.76% 1.7
Ellerson Group
7223
Ellerson Group
Maryland
$148M -$12.9M -8% 4.8% 178% 62 16.13% 2.1
Dynamo Internacional Gestao de Recursos
7224
Dynamo Internacional Gestao de Recursos
Brazil
$148M -$38.3M -21% 11.7% 34.1% 8 25% 3
FFG
7225
Floyd Financial Group
Missouri
$148M +$12.8M +9% 1.5% – 75 28% 0.7