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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)
Sage Rhino Capital
3426
Sage Rhino Capital
California
$389M +$33.3M +9% 10.9% 93.9% 248 16.94% 2.9
True North Advisors
3427
True North Advisors
Texas
$389M +$64.8M +20% 10.9% 82.9% 218 25.69% 1.9
Cubic Asset Management
3428
Cubic Asset Management
Massachusetts
$389M +$25.7M +7% 11.8% 40.5% 210 8.1% 5.6
Mission Creek Capital Partners
3429
Mission Creek Capital Partners
California
$389M +$91.4M +31% 30.2% 138% 228 6.58% 3
Mattern Wealth Management
3430
Mattern Wealth Management
Kansas
$389M +$47.9M +14% 9% 54% 178 9.55% 2.6
49 Wealth Management
3431
49 Wealth Management
Texas
$389M – – 6.7% – 121 – 0
Bull Oak Capital
3432
Bull Oak Capital
California
$389M +$297M +325% 10.3% 62.1% 86 58.14% 0.2
Versant Venture Management
3433
Versant Venture Management
California
$389M +$201M +107% 150% 409% 8 12.5% 2.9
Clifford Capital Partners
3434
Clifford Capital Partners
Utah
$388M +$44.5M +13% 11.6% 77.3% 53 11.32% 2.9
The Family Firm
3435
The Family Firm
Maryland
$388M +$31.5M +9% 8.99% 40.2% 190 9.47% 5.1
Kentucky Farm Bureau Mutual Insurance
3436
Kentucky Farm Bureau Mutual Insurance
Kentucky
$388M +$39M +11% 11.8% 83.3% 73 1.37% 5.4
Goldstone Financial Group
3437
Goldstone Financial Group
Illinois
$387M +$49.8M +15% 8.96% 54.9% 171 17.54% 0.6
Bluescape Energy Partners
3438
Bluescape Energy Partners
Texas
$387M -$131M -25% 2.77% 57.9% 6 16.67% 2.5
Gould Asset Management
3439
Gould Asset Management
California
$387M +$32.7M +9% 9.09% 42.8% 162 10.49% 5.1
Fulcrum Capital
3440
Fulcrum Capital
Washington
$387M +$42.2M +12% 13.2% 102% 123 14.63% 2.3
Quadcap Wealth Management
3441
Quadcap Wealth Management
Texas
$387M – – 11.8% 94.2% 330 – 0
Marino Stram & Associates
3442
Marino Stram & Associates
Massachusetts
$387M +$45.2M +13% 10.2% 72.2% 174 12.64% 2.9
Northwest Quadrant Wealth Management
3443
Northwest Quadrant Wealth Management
Oregon
$387M +$30.2M +8% 9.11% 45.6% 63 7.94% 4.6
LJI Wealth Management
3444
LJI Wealth Management
Indiana
$386M +$38.6M +11% 10.4% 68.8% 180 15.56% 0.8
Lineweaver Wealth Advisors
3445
Lineweaver Wealth Advisors
Ohio
$386M +$42M +12% 9.81% 68.4% 147 20.41% 2.2
Galibier Capital Management
3446
Galibier Capital Management
Ontario, Canada
$386M -$64.2M -14% 7.95% 66.8% 41 19.51% 2.7
VM
3447
VPR Management
Texas
$385M +$8.36M +2% 9.37% 54.5% 53 0% 3.1
Edmonds Duncan Registered Investment Advisors
3448
Edmonds Duncan Registered Investment Advisors
Kansas
$385M +$28.9M +8% 8.87% 12.8% 143 13.29% 4.3
Abundance Wealth Counselors
3449
Abundance Wealth Counselors
Pennsylvania
$385M +$34.7M +10% 9.07% 107% 143 11.89% 1.1
Great Point Wealth Advisors
3450
Great Point Wealth Advisors
Massachusetts
$385M +$51.2M +15% 9.23% – 66 13.64% 3