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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)
Fielder Capital Group
3776
Fielder Capital Group
Tennessee
$470M +$30.7M +7% 5.83% – 302 19.54% 1.3
Platform Technology Partners
3777
Platform Technology Partners
New York
$470M +$52.3M +13% 2.49% – 274 11.68% 3.3
Basecamp Wealth Advisors
3778
Basecamp Wealth Advisors
Washington
$469M – – 4.33% – 1,752 – 0
Holistic Planning
3779
Holistic Planning
Texas
$469M +$88.2M +23% 1.9% 61.9% 289 23.88% 1.1
Harvey Capital Management
3780
Harvey Capital Management
Florida
$469M +$297K +0.1% 6.29% 147% 93 24.73% 4.4
Verde Capital Management
3781
Verde Capital Management
Michigan
$469M +$17.6M +4% 0.85% 80.3% 68 1.47% 2.8
Adams Wealth Management
3782
Adams Wealth Management
Utah
$469M +$2.08M +0.4% 2.26% 105% 191 10.47% 2
HS Management Partners
3783
HS Management Partners
New York
$469M -$301M -39% 0.77% 36.2% 26 11.54% 3.7
JC
3784
Joho Capital
New York
$469M -$94.5M -17% 0.07% 80.2% 9 0% 2.9
Deeter Investments
3785
Deeter Investments
Texas
$468M – – 12.2% – 111 – 0
MSH Capital Advisors
3786
MSH Capital Advisors
Arizona
$468M +$94.9M +25% 2.22% 77.4% 279 14.7% 2.4
Madrona Financial Services
3787
Madrona Financial Services
Washington
$468M +$14.7M +3% 2.77% 85.1% 139 20.86% 2.8
Coyle Financial Counsel
3788
Coyle Financial Counsel
Illinois
$468M +$34.1M +8% 3.46% 67.3% 117 19.66% 2.7
Sanchez Wealth Management Group
3789
Sanchez Wealth Management Group
Florida
$468M +$17.3M +4% 1.13% 61.1% 52 9.62% 3.7
Brooklyn FI
3790
Brooklyn FI
New York
$467M +$21.2M +5% 1.86% 60.4% 84 10.71% 2.2
Patient Square Capital
3791
Patient Square Capital
California
$467M +$93.3M +25% 47.3% 329% 33 42.42% 0.6
CMH Wealth Management
3792
CMH Wealth Management
New Hampshire
$467M -$2.39M -0.5% 4.33% 88% 56 7.14% 4.2
MWM
3793
Mascoma Wealth Management
New Hampshire
$466M +$12.6M +3% 1.44% 43.7% 523 17.97% 3.4
ISFAN
3794
Investor's Fiduciary Advisor Network
Washington
$466M +$171M +58% 2.41% – 277 16.25% 0.7
Legacy Capital Wealth Partners
3795
Legacy Capital Wealth Partners
Arkansas
$466M +$6.13M +1% 4.89% 70.4% 401 11.97% 1.2
Riverpoint Wealth Management Holdings
3796
Riverpoint Wealth Management Holdings
Illinois
$466M +$10.6M +2% 1.71% 53.6% 59 1.69% 5.7
Integrated Quantitative Investments
3797
Integrated Quantitative Investments
Washington
$466M +$114M +32% 4.87% – 515 57.28% 0.4
Cypress Point Investment Management
3798
Cypress Point Investment Management
California
$465M – – 2.45% – 31 – 0
Alta Fox Capital Management
3799
Alta Fox Capital Management
Texas
$465M +$16.3M +4% 9.3% 261% 21 47.62% 0.8
Marathon Capital Management
3800
Marathon Capital Management
Maryland
$465M +$27.7M +6% 7.26% 74% 176 10.23% 3.2