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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)
SkyOak Wealth
3426
SkyOak Wealth
Michigan
$342M -$11.8M -3% 2.88% 80.7% 261 15.33% 2.5
LexAurum Advisors
3427
LexAurum Advisors
Kansas
$342M +$10M +3% 2.85% – 304 16.78% 2.6
Wellspring Financial Advisors
3428
Wellspring Financial Advisors
Ohio
$342M -$11.4M -3% 3.63% 77.2% 127 12.6% 2.1
Jackson Hole Capital Partners
3429
Jackson Hole Capital Partners
Oklahoma
$342M -$23.6M -6% 0.6% 71.4% 281 8.9% 3.1
Park Place Capital
3430
Park Place Capital
Alabama
$342M -$12.8M -4% 3.15% 60% 1,046 7.93% 0.7
HWM
3431
HFR Wealth Management
New York
$342M -$17.9M -5% 2.41% 47.5% 55 5.45% 2.1
SC XII Management
3432
SC XII Management
California
$342M -$131M -28% 27.7% 73.4% 1 0% 3
Marino Stram & Associates
3433
Marino Stram & Associates
Massachusetts
$341M -$11.8M -3% 3.49% 72.2% 165 6.06% 2.9
Cherry Tree Wealth Management
3434
Cherry Tree Wealth Management
Minnesota
$341M -$2.09M -0.6% 3.07% 38.9% 629 9.22% 0.2
RC
3435
Reik & Co
New York
$341M -$21.8M -6% 4.2% 47.2% 56 1.79% 6.9
Mattern Wealth Management
3436
Mattern Wealth Management
Kansas
$341M -$1.63M -0.5% 2.73% 54% 172 9.3% 2.5
Cypress Capital
3437
Cypress Capital
Tennessee
$341M -$6.77M -2% 1.91% 43.6% 88 10.23% 2.1
Shorepoint Capital Partners
3438
Shorepoint Capital Partners
Massachusetts
$341M -$14.2M -4% 2.53% – 108 20.37% 2.5
Waterloo Capital
3439
Waterloo Capital
Texas
$341M +$1.98M +0.6% 2.5% 79.8% 248 43.95% 1.4
Berry Street Capital Management
3440
Berry Street Capital Management
United Kingdom
$340M -$198M -37% 13.3% 331% 49 79.59% 0.3
Manchester Financial
3441
Manchester Financial
California
$340M -$12.2M -3% 1.78% 73% 101 11.88% 2.6
SailingStone Capital Partners
3442
SailingStone Capital Partners
Texas
$340M -$17.9M -5% 2.91% 152% 13 7.69% 2.9
MSD Capital
3443
MSD Capital
New York
$340M -$88.9M -21% 23% 11.5% 5 0% 4.6
Quantum Financial Advisors
3444
Quantum Financial Advisors
California
$340M +$179K +0.1% 3.6% 61.1% 120 20.83% 0.9
Laffer Tengler Investments
3445
Laffer Tengler Investments
Tennessee
$340M -$36.8M -10% 2.53% 96.5% 420 32.14% 2.1
Mudrick Capital Management
3446
Mudrick Capital Management
New York
$340M +$83.2M +32% 2.92% 212% 11 9.09% 1.8
Light Street Capital Management
3447
Light Street Capital Management
California
$340M -$37.6M -10% 2.76% 377% 25 24% 1
Mitchell McLeod Pugh & Williams
3448
Mitchell McLeod Pugh & Williams
Alabama
$340M -$6.21M -2% 2.57% 90.7% 263 8.37% 5.2
ICM
3449
Indaba Capital Management
California
$339M +$43.8M +15% 7.18% 66.7% 18 22.22% 1.7
Cedar Mountain Advisors
3450
Cedar Mountain Advisors
Oregon
$339M -$10.9M -3% 3.07% 57.7% 329 12.16% 2.7