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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)
Riversedge Advisors
3826
Riversedge Advisors
Delaware
$307M -$7.81M -2% 5.45% 71.3% 68 7.35% 1.5
Alliance Wealth Management Group
3827
Alliance Wealth Management Group
New Jersey
$307M -$15.1M -5% 5.57% 43.4% 76 5.26% 3.4
HCM
3828
Horrell Capital Management
Arkansas
$307M -$8.7M -3% 3.41% 55.6% 208 6.73% 4.8
Spinnaker Investment Group
3829
Spinnaker Investment Group
California
$307M +$22.3M +8% 4.76% 56.9% 94 10.64% 0.2
Argyle Capital Management
3830
Argyle Capital Management
Pennsylvania
$307M -$13.2M -4% 2.55% 106% 132 5.3% 7
Rezny Wealth Management
3831
Rezny Wealth Management
Florida
$307M -$15.2M -5% 3.8% 99.6% 22 13.64% 2.5
Opes Wealth Management
3832
Opes Wealth Management
California
$307M -$14.7M -5% 5.81% 54.1% 113 11.5% 1.7
Pasadena Private Wealth
3833
Pasadena Private Wealth
California
$307M +$1.59M +0.5% 1.61% 53% 125 24.8% 1.5
Southern Wealth Management
3834
Southern Wealth Management
Texas
$307M +$54.3M +21% 6.3% 50% 61 14.75% 1.9
Allied Investment Advisors
3835
Allied Investment Advisors
Montana
$307M +$14.7M +5% 0.52% 68.4% 64 7.81% 2.9
Concentric Capital Strategies
3836
Concentric Capital Strategies
Connecticut
$307M – – 0.71% 165% 140 – 0
BC
3837
Bullfrog Capital
California
$307M -$139M -31% 28.7% – 4 0% 0.3
Pacifica Capital Investments
3838
Pacifica Capital Investments
Texas
$307M -$18.3M -6% 2.82% 70.4% 21 4.76% 6.1
LexAurum Advisors
3839
LexAurum Advisors
Kansas
$307M -$598K -0.2% 2.21% – 285 21.05% 2.1
ACME LLC
3840
ACME LLC
California
$306M -$236M -44% 25.6% 199% 9 11.11% 0.6
Beacon Harbor Wealth Advisors
3841
Beacon Harbor Wealth Advisors
Virginia
$306M +$4.22M +1% 3.23% 143% 90 47.78% 1.1
Greenhaven Road Investment Management
3842
Greenhaven Road Investment Management
Connecticut
$306M -$138M -31% 25.3% 70.2% 62 33.87% 0.6
Oxbow Capital Management (HK)
3843
Oxbow Capital Management (HK)
Hong Kong
$306M +$74.7M +32% 41.9% 2,244% 11 63.64% 0.1
High Probability Advisors
3844
High Probability Advisors
New York
$306M +$36.8M +14% 5.04% 52.6% 48 20.83% 0.9
Independent Family Office
3845
Independent Family Office
New York
$306M +$41M +15% 4.05% 68.4% 75 32% 1.5
Optas LLC
3846
Optas LLC
Texas
$306M -$47.4M -13% 6.54% 118% 160 10.63% 1.7
Adams Wealth Management
3847
Adams Wealth Management
Utah
$305M -$35M -10% 4.16% 105% 79 12.66% 1.8
Mattern Wealth Management
3848
Mattern Wealth Management
Kansas
$305M -$35.1M -10% 2.18% 54% 183 22.4% 1.6
Hill Investment Group Partners
3849
Hill Investment Group Partners
Missouri
$305M +$134M +78% 3.49% 50.6% 34 8.82% 0.6
Steginsky Capital
3850
Steginsky Capital
New York
$305M $0 0% 1.45% 99.4% 7 0% 5.1