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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)
Sendero Wealth Management
3701
Sendero Wealth Management
Texas
$281M +$40.9M +17% 8.93% 99.2% 118 31.36% 0.5
Spinnaker Investment Group
3702
Spinnaker Investment Group
California
$281M +$25.8M +10% 7.57% 56.9% 87 8.05% 0.8
Abacus Wealth Partners
3703
Abacus Wealth Partners
California
$281M +$92.3M +49% 7.6% 46% 90 26.67% 1.3
Sycale Advisors
3704
Sycale Advisors
New York
$281M +$28.1M +11% 4.31% 31.5% 26 42.31% 1.3
Regatta Capital Group
3705
Regatta Capital Group
California
$281M +$36.1M +15% 7.23% 78.1% 185 17.3% 0.8
CCP
3706
Caden Capital Partners
California
$281M – – 10.9% 19.1% 13 – 0
OIM
3707
Opus Investment Management
Massachusetts
$281M -$149M -35% 11.7% 52.8% 92 20.65% 5.6
SeaBridge Investment Advisors
3708
SeaBridge Investment Advisors
New Jersey
$281M -$6.14M -2% 8.28% 128% 138 15.94% 4.7
Stone House Investment Management
3709
Stone House Investment Management
Pennsylvania
$281M +$65M +30% 7.64% 57.9% 50 26% 1.4
AIS
3710
AM Investment Strategies
Tennessee
$280M +$7.62M +3% 3.42% 121% 105 23.81% 1.6
Farmers National Bank
3711
Farmers National Bank
Kentucky
$280M +$30.9M +12% 11.6% – 150 6% 5.5
Pacific Life Fund Advisors
3712
Pacific Life Fund Advisors
California
$280M – – 7.3% 47.6% 8 – 0
GWM
3713
GSB Wealth Management
Connecticut
$280M +$4.34M +2% 10.2% 61.8% 212 15.09% 1.8
CVentures
3714
CVentures
Colorado
$280M – – 15.2% – 1 – 9
AXS Investments
3715
AXS Investments
New York
$280M +$22.6M +9% 10.1% 104% 366 49.45% 0.4
LCM
3716
Lionstone Capital Management
New York
$280M +$39.8M +17% 8.78% 74.1% 16 25% 3.4
Mission Creek Capital Partners
3717
Mission Creek Capital Partners
California
$280M +$15.2M +6% 10.3% 138% 227 13.66% 2.4
Sterling Investment Advisors (Pennsylvania)
3718
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279M +$12.4M +5% 8.15% 111% 148 10.14% 4.6
LexAurum Advisors
3719
LexAurum Advisors
Kansas
$279M +$20.6M +8% 6.9% – 264 13.64% 2.5
LWMG LLC
3720
LWMG LLC
Minnesota
$279M – – 8.27% – 89 – 0
Cavalier Investments
3721
Cavalier Investments
Georgia
$279M +$1.81M +0.7% 6.44% 171% 102 10.78% 1.8
Aspire Private Capital
3722
Aspire Private Capital
North Carolina
$278M +$15.6M +6% 6.7% 49.6% 696 7.61% 2.1
Redmond Asset Management
3723
Redmond Asset Management
Virginia
$278M +$9.7M +4% 9.25% 68.2% 178 9.55% 4.1
Secure Asset Management
3724
Secure Asset Management
Michigan
$278M +$100M +56% 7.41% 97.2% 205 29.27% 1.3
TAA
3725
TB Alternative Assets
Cayman Islands
$278M +$822K +0.3% 0.53% 312% 43 9.3% 1.1