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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)
JFG Wealth Management
3426
JFG Wealth Management
Colorado
$298M +$24.8M +9% 4.17% 65.2% 48 25% 1.3
Peterson Wealth Advisors
3427
Peterson Wealth Advisors
Utah
$298M -$5.2M -2% 5.31% 50.9% 61 8.2% 2.8
Boston Standard Wealth Management
3428
Boston Standard Wealth Management
Massachusetts
$298M -$13.1M -4% 5.68% 47.1% 39 5.13% 4.3
Redpoint Management
3429
Redpoint Management
California
$297M -$262M -47% 19.4% 20.6% 8 0% 0.7
Cadinha & Co
3430
Cadinha & Co
Hawaii
$297M -$150M -34% 1.4% 132% 100 12% 5.6
Wilson Asset Management
3431
Wilson Asset Management
Australia
$297M -$38.5M -11% 8.02% 58% 33 12.12% 0.4
Verde Servicos Internacionais
3432
Verde Servicos Internacionais
Brazil
$297M -$85.3M -22% 3.05% 130% 59 54.24% 0.4
Fort Sheridan Advisors
3433
Fort Sheridan Advisors
Illinois
$297M -$10.9M -4% 6.08% 109% 194 9.79% 2.2
Requisite Capital Management
3434
Requisite Capital Management
Texas
$296M -$4.75M -2% 4.52% 41% 74 37.84% 1.7
Oak Grove Capital
3435
Oak Grove Capital
New Hampshire
$296M -$11.3M -4% 5.6% 470% 65 21.54% 2.3
WrapManager Inc
3436
WrapManager Inc
California
$296M -$24.2M -8% 4.95% 64.6% 298 17.45% 3.1
Elwood & Goetz Wealth Advisory Group
3437
Elwood & Goetz Wealth Advisory Group
Georgia
$296M -$2.97M -1% 5.72% 63.7% 65 13.85% 2.1
AWM Capital
3438
AWM Capital
Arizona
$296M +$92.2M +45% 5.94% 51.1% 66 27.27% 0.7
Hudock Inc
3439
Hudock Inc
Pennsylvania
$296M -$3.12M -1% 5.99% 69.7% 852 8.1% 4.7
Cliffwater
3440
Cliffwater
California
$296M -$13.6M -4% 7.39% 29.4% 25 0% 4.1
SJS Investment Consulting
3441
SJS Investment Consulting
Ohio
$296M – – 4.4% 69.4% 1,706 – 0.5
Washington University
3442
Washington University
Missouri
$296M +$26.1M +10% 11% 44% 12 50% 1
Georgetown University
3443
Georgetown University
District of Columbia
$296M -$1.58M -0.5% 1.78% 79.9% 24 0% 1.3
ML&R Wealth Management
3444
ML&R Wealth Management
Texas
$296M +$73.3M +33% 5.34% – 69 26.09% 0.5
Silverarc Capital Management
3445
Silverarc Capital Management
Massachusetts
$296M -$29.1M -9% 37.2% 2,765% 99 49.49% 0.6
Cloverfields Capital Group
3446
Cloverfields Capital Group
Minnesota
$295M -$32.2M -10% 2.27% 101% 76 13.16% 1
Siena Capital Partners
3447
Siena Capital Partners
Illinois
$295M +$205K +0.1% 0.52% 44.2% 111 9.91% 2.9
GenWealth Group
3448
GenWealth Group
New Jersey
$295M -$17.3M -6% 5.38% 73.9% 61 11.48% 3.5
Kowal Investment Group
3449
Kowal Investment Group
Wisconsin
$295M -$10M -3% 6.32% 21.1% 156 19.23% 1.1
Mizuho Securities
3450
Mizuho Securities
Japan
$295M -$224M -43% 11.3% 109% 221 14.48% 1.7