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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)
Phillips Wealth Planners
7751
Phillips Wealth Planners
Mississippi
$125M +$4.19M +3% 2.88% 82% 215 19.07% 1.9
PW Advisors
7752
PW Advisors
Florida
$125M – – 1.26% – 34 – 0
ClientFirst Wealth Management
7753
ClientFirst Wealth Management
Arkansas
$125M -$391K -0.3% 0.28% – 50 4% 2.5
Sun Group Wealth Partners
7754
Sun Group Wealth Partners
California
$125M – – 1.31% – 62 – 0
NorthLanding Financial Partners
7755
NorthLanding Financial Partners
New York
$125M +$4.71M +4% 1.59% 54.7% 43 4.65% 2.7
PCM
7756
Potomac Capital Management
New York
$124M – – 16.3% – 73 – 1.3
JM2 Capital
7757
JM2 Capital
Oklahoma
$124M – – 5.09% – 110 – 0
14B Capital Management
7758
14B Capital Management
California
$124M -$46.5M -27% 6.39% – 19 52.63% 0.8
Mallini Complete Financial Planning
7759
Mallini Complete Financial Planning
Florida
$124M +$1.45M +1% 1.07% – 62 8.06% 0.9
Sincerus Advisory
7760
Sincerus Advisory
New York
$124M +$7.63M +7% 2.51% – 74 5.41% 0.9
RHL Group
7761
RHL Group
Michigan
$124M – – 1.14% – 215 – 0
Barnett & Company
7762
Barnett & Company
Tennessee
$124M -$5.16M -4% 1.71% 65.9% 83 6.02% 3.8
Bauman Advisory Group
7763
Bauman Advisory Group
Nevada
$124M – – 2.63% – 51 – 0
NI
7764
NCP Inc
California
$124M -$10.5M -8% 4.72% – 163 68.71% 0.5
Palatine Hill Wealth Management
7765
Palatine Hill Wealth Management
Michigan
$124M – – 0.05% – 49 – 0
Campbell Deegan Wealth Management
7766
Campbell Deegan Wealth Management
Virginia
$124M +$11.9M +11% 1.78% – 47 12.77% 0.8
Robert Wood Johnson Foundation
7767
Robert Wood Johnson Foundation
New Jersey
$124M -$487K -0.4% 0.35% 3.79% 2 0% 3
Integras Partners
7768
Integras Partners
Georgia
$124M +$9.5K +0% 2.05% – 66 9.09% 0.8
ACT Capital Management
7769
ACT Capital Management
Pennsylvania
$124M – – 34.8% – 58 – 0.8
OP
7770
Orvieto Partners
Massachusetts
$124M +$3.38M +3% 3.32% – 51 31.37% 0.7
Rhodes Investment Advisors
7771
Rhodes Investment Advisors
Texas
$124M – – 2.73% – 116 – 0
Pangea Capital Gestao de Recursos
7772
Pangea Capital Gestao de Recursos
$124M +$8.04M +7% 0.27% 54.4% 10 30% 1.3
Christian Investment Advisors
7773
Christian Investment Advisors
Texas
$123M -$1.08M -0.9% 0.74% – 11 9.09% 0.9
Aventus Investment Advisors
7774
Aventus Investment Advisors
Florida
$123M +$6.12M +5% 1.75% – 152 8.55% 0.5
Broussard Financial Group
7775
Broussard Financial Group
Louisiana
$123M – – 3.31% – 34 – 0