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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)
HMV Wealth Advisors
7626
HMV Wealth Advisors
Louisiana
$100M – – 0.93% – 78 – 0
Eagle Harbor Asset Management
7627
Eagle Harbor Asset Management
Washington
$100M -$989K -1% 1.82% 76.2% 132 12.12% 2.1
Agincourt Capital Management
7628
Agincourt Capital Management
Virginia
$100M -$2.46M -2% 2.68% 0.36% 3 0% 3
4Wealth Advisors
7629
4Wealth Advisors
Illinois
$100M – – 0.05% – 143 – 0
LWM Advisors
7630
LWM Advisors
California
$100M – – 0.57% – 25 – 0
ArborFi Advisors
7631
ArborFi Advisors
Michigan
$100M – – 0.32% – 45 – 0
Intrinsic Value Partners
7632
Intrinsic Value Partners
Arizona
$100M -$363K -0.4% 4.43% 126% 62 4.84% 2.3
Golden Bell Financial Planning
7633
Golden Bell Financial Planning
Georgia
$99.5M – – 4.52% – 34 – 0
Acuta Capital Partners
7634
Acuta Capital Partners
California
$99.4M -$24.1M -19% 81.8% 7,269% 49 36.73% 0.8
Santa Clara Valley Transportation Authority
7635
Santa Clara Valley Transportation Authority
California
$99.4M -$5.05M -5% 4.73% – 4 0% 0.3
Fiduciary Advisors Inc
7636
Fiduciary Advisors Inc
Missouri
$99.4M – – 2.4% – 99 – 0
Kennebec Savings Bank
7637
Kennebec Savings Bank
Maine
$99.3M -$1.8M -2% 1.83% – 280 15.71% 0.2
BG Investment Services
7638
BG Investment Services
Guam
$99.3M – – 1.14% – 29 – 1
Chung Wu Investment Group
7639
Chung Wu Investment Group
Texas
$99.3M – – 7.96% – 77 – 0
Macroview Investment Management
7640
Macroview Investment Management
Maryland
$99.3M -$3.05M -3% 0.52% 76.6% 586 86.35% 5
DBK Financial Counsel
7641
DBK Financial Counsel
Ohio
$99.3M +$296K +0.3% 1.49% 58.1% 51 5.88% 2.1
Shade Tree Advisors
7642
Shade Tree Advisors
New York
$99.2M – – 0.85% – 16 – 0
MFC
7643
Miramar Fiduciary Corp
Nevada
$99.1M -$19M -16% 7.46% – 5 0% 3
NorthLanding Financial Partners
7644
NorthLanding Financial Partners
New York
$99.1M -$2.01M -2% 2.81% 54.7% 36 5.56% 2.1
ClientFirst Wealth Management
7645
ClientFirst Wealth Management
Arkansas
$98.9M – – 7.96% – 47 – 1.7
Boyce & Associates Wealth Consulting
7646
Boyce & Associates Wealth Consulting
Texas
$98.8M +$2.61M +3% 0.26% 58.2% 76 14.47% 1.7
Nestegg Advisors
7647
Nestegg Advisors
New York
$98.8M – – 0.66% – 45 – 0
MKD Wealth Coaches
7648
MKD Wealth Coaches
Michigan
$98.8M – – 0.14% – 29 – 3
Terra Alpha Investments
7649
Terra Alpha Investments
District of Columbia
$98.8M – – 2.01% – 32 – 0
Pitti Group Wealth Management
7650
Pitti Group Wealth Management
New York
$98.7M +$6.74M +7% 2.1% 65.3% 78 29.49% 2