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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)
DB Fitzpatrick & Co
8026
DB Fitzpatrick & Co
Idaho
$124M +$6.93M +6% 7.7% 42.7% 112 16.07% 2.6
AG Asset Advisory
8027
AG Asset Advisory
California
$124M +$3.06M +3% 6.18% – 28 10.71% 1.2
Legacy Solutions LLC
8028
Legacy Solutions LLC
Pennsylvania
$124M +$15.7M +15% 11.5% – 88 12.5% 1.2
Niles Investment Management
8029
Niles Investment Management
Florida
$123M +$12.1M +11% 26.3% – 39 87.18% 0.1
City Center Advisors LLC
8030
City Center Advisors LLC
Michigan
$123M +$15.3M +14% 17.9% – 191 29.84% 1.1
Wealth Care LLC
8031
Wealth Care LLC
Florida
$123M +$10.9M +10% 11% – 76 15.79% 0.2
Bolthouse Investments
8032
Bolthouse Investments
California
$123M +$12.8M +12% 10.3% – 88 22.73% 1.1
Scientech Research LLC
8033
Scientech Research LLC
New Jersey
$123M +$3.5M +3% 111% – 635 94.02% 0.1
ATLas Financial Planning
8034
ATLas Financial Planning
Georgia
$123M +$11.8M +11% 7.25% – 72 8.33% 0.5
Aldebaran Financial
8035
Aldebaran Financial
$123M +$17.9M +17% 20.2% 89.7% 85 14.12% 5.8
Wealth Advisory Team
8036
Wealth Advisory Team
Kentucky
$123M – – 9.46% – 39 – 0.9
Powerhouse Assets
8037
Powerhouse Assets
Massachusetts
$123M +$7.92M +7% 11.9% – 58 6.9% 0.5
Alamut Investment Management
8038
Alamut Investment Management
$123M +$22.4M +22% 1.15% – 3 0% 0.8
Benchmark Financial
8039
Benchmark Financial
Delaware
$123M +$11.3M +10% 8.07% – 57 14.04% 0.4
Fairlight Advisors
8040
Fairlight Advisors
California
$123M – – 5.67% – 30 – 0
American Asset Management
8041
American Asset Management
Florida
$123M +$7.4M +6% 7.01% 42.5% 34 11.76% 2.2
Sawyer Falduto Asset Management
8042
Sawyer Falduto Asset Management
Illinois
$123M +$14.8M +14% 12.2% – 279 9.68% 0.5
Walsh & Associates
8043
Walsh & Associates
Florida
$122M +$21.6M +21% 14.8% – 305 25.57% 0.5
CG
8044
Curat Global
New Hampshire
$122M +$20.9M +21% 26.8% – 268 7.46% 1.2
Hardworking Capital Advisors
8045
Hardworking Capital Advisors
California
$122M +$15.6M +15% 5.36% – 85 3.53% 0.5
Worldly Partners Management
8046
Worldly Partners Management
Massachusetts
$122M +$3.95M +3% 8.94% 19.2% 3 0% 3.5
TandemGrowth Financial Advisors
8047
TandemGrowth Financial Advisors
Georgia
$122M +$16.2M +15% 10.4% – 27 18.52% 0.4
Birchwood Financial Partners
8048
Birchwood Financial Partners
Minnesota
$122M +$18.5M +18% 12.9% – 358 4.47% 0.5
Guardian Capital (Pennsylvania)
8049
Guardian Capital (Pennsylvania)
Pennsylvania
$122M +$17.7M +17% 24.5% – 85 11.76% 0.5
High Point Wealth Management
8050
High Point Wealth Management
New Jersey
$122M +$18.6M +18% 21.1% – 262 9.16% 0.5