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)
IVP
7426
Intrinsic Value Partners
Arizona
$112M +$11.1M +11% 11% 126% 71 12.68% 2.4
WWA
7427
Wingate Wealth Advisors
Massachusetts
$112M +$25.4M +29% 7.25% – 105 16.19% 0.4
MIA
7428
MeadowBrook Investment Advisors
Michigan
$112M +$4.87M +5% 8.08% – 299 30.43% 1.3
FA
7429
Freestate Advisors
Kansas
$112M +$11.2M +11% 4.49% – 47 21.28% 0.8
NCTC
7430
New Covenant Trust Company
Indiana
$112M +$17.3M +18% 10.8% – 90 12.22% 1.1
ACM
7431
Ativo Capital Management
Illinois
$112M -$4.93M -4% 6.29% 63.8% 61 19.67% 2
HFA
7432
Hershey Financial Advisers
Pennsylvania
$112M – – 8.87% – 69 – 0.5
PCGDR
7433
Pangea Capital Gestao de Recursos
$112M -$8.31M -7% 3.61% 54.4% 8 25% 1.1
SG
7434
Stanich Group
New York
$112M -$23.6M -17% 10.9% – 52 28.85% 0.5
ARA
7435
Alexander Randolph Advisory
Virginia
$112M +$9.49M +9% 4.93% – 53 0% 1.5
EPCA
7436
Elizabeth Park Capital Advisors
Ohio
$111M +$1.19M +1% 6.4% 119% 47 21.28% 1.9
SFC
7437
Summit Financial Consulting
Michigan
$111M +$3.49M +3% 2.95% – 49 32.65% 0.2
AIA
7438
Aventus Investment Advisors
Florida
$111M – – 9.92% – 153 – 0
KC
7439
Kize Capital
New York
$111M +$1.37M +1% 11.6% 34.7% 6 0% 2.7
FF
7440
Farnam Financial
Arizona
$111M +$12.7M +13% 5.59% – 49 4.08% 0.7
CAM
7441
Chesapeake Asset Management
New York
$111M +$4.87M +5% 14.4% 153% 556 46.22% 2.4
PAG
7442
Poinciana Advisors Group
Florida
$111M +$14.4M +15% 10.4% – 143 37.76% 0.3
GWM
7443
GK Wealth Management
Nevada
$111M +$23.1M +26% 14.3% – 172 28.49% 0.3
PIM
7444
Profit Investment Management
Maryland
$111M +$3.13M +3% 9.44% 101% 77 7.79% 6.8
OIM
7445
Orca Investment Management
Oregon
$111M +$10.8M +11% 13.2% 122% 62 9.68% 7.1
WSFG
7446
Wall Street Financial Group
Illinois
$111M +$14.3M +15% 16.2% – 84 55.95% 0.4
BCM
7447
Bretton Capital Management
California
$111M +$5.19M +5% 4.14% – 20 0% 0.8
DFC
7448
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 8.19% 58.1% 54 9.26% 2.5
CCM
7449
Candelo Capital Management
New York
$110M -$5.63M -5% 28.8% – 41 73.17% 0.3
CWM
7450
C2C Wealth Management
Arizona
$110M +$3.92M +4% 7.53% 63.2% 88 7.95% 3.2