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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)
Riverpoint Wealth Management Holdings
3751
Riverpoint Wealth Management Holdings
Illinois
$470M +$4.37M +0.9% 0.97% 53.6% 63 7.94% 5.6
Granite Bay Wealth Management
3752
Granite Bay Wealth Management
New Hampshire
$470M +$54.3M +13% 2.25% – 107 22.43% 1.4
Astoria Portfolio Advisors
3753
Astoria Portfolio Advisors
New York
$470M +$30.3M +7% 0.47% 75.4% 316 15.19% 1.7
Uniting Wealth Partners
3754
Uniting Wealth Partners
Kansas
$470M +$143M +44% 2.48% – 214 32.71% 0.6
Stonebrook Private
3755
Stonebrook Private
Michigan
$470M -$8.11M -2% 1.84% – 235 15.32% 1.5
CM Wealth Advisors
3756
CM Wealth Advisors
Ohio
$470M +$27M +6% 3.06% 64.7% 151 11.92% 1.6
Abel Hall LLC
3757
Abel Hall LLC
Louisiana
$469M +$41.3M +10% 5.57% 133% 991 46.12% 0.5
KDA
3758
Kraft Davis & Associates
Missouri
$469M +$23.2M +5% 0.28% 81.8% 171 23.39% 1.9
Archer Investment Corporation
3759
Archer Investment Corporation
Indiana
$469M +$25.8M +6% 1.34% 76.1% 1,317 15.41% 3.3
Regents Gate Capital
3760
Regents Gate Capital
United Kingdom
$469M +$157M +50% 2.05% – 51 56.86% 0.4
Mass General Brigham
3761
Mass General Brigham
Massachusetts
$469M -$341M -42% 4.47% – 7 14.29% 0.8
Voisard Asset Management Group
3762
Voisard Asset Management Group
Michigan
$469M +$5.54M +1% 0.32% 50.5% 110 14.55% 1.5
Stieven Capital Advisors
3763
Stieven Capital Advisors
Missouri
$468M -$71.3M -13% 1.76% 117% 43 30.23% 4.1
Lightrock Netherlands
3764
Lightrock Netherlands
Netherlands
$468M -$14.2M -3% 8.15% – 39 2.56% 1.2
Keystone Wealth Services
3765
Keystone Wealth Services
California
$468M -$6.89M -1% 0.42% 91.1% 333 37.84% 1.9
SP
3766
Solel Partners
Massachusetts
$468M -$151M -24% 15.1% 25.9% 23 21.74% 2
Verde Capital Management
3767
Verde Capital Management
Michigan
$468M -$1.24M -0.3% 3.81% 80.3% 74 16.22% 2.8
Panview Capital
3768
Panview Capital
Hong Kong
$467M +$189M +68% 1.51% – 15 60% 0.4
Hartree Partners
3769
Hartree Partners
New York
$467M +$190M +69% 28.1% 138% 143 72.73% 0.3
JHC
3770
Jones Hill Capital
New York
$466M – – 12.7% – 26 – 0
Unio Capital
3771
Unio Capital
New Jersey
$466M -$65.1M -12% 3.46% 97.8% 27 29.63% 4.4
Liquid Strategies
3772
Liquid Strategies
Georgia
$465M +$6.09M +1% 2.67% 52.4% 9 11.11% 4.1
Renaissance Investment Group
3773
Renaissance Investment Group
Massachusetts
$465M -$30.9M -6% 2.27% 110% 84 10.71% 7.3
Canal Insurance Company
3774
Canal Insurance Company
South Carolina
$465M +$52.8M +13% 11% 114% 76 19.74% 5.9
Atlanta Consulting Group Advisors
3775
Atlanta Consulting Group Advisors
Georgia
$465M +$23.7M +5% 1.14% – 168 19.64% 1.5