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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)
L2 Asset Management
3851
L2 Asset Management
Massachusetts
$368M +$36.1M +11% 8.39% 128% 248 20.56% 1.4
Second Line Capital
3852
Second Line Capital
Louisiana
$367M +$40.1M +12% 6.54% – 139 19.42% 0.5
FDx Advisors
3853
FDx Advisors
Illinois
$367M +$5.14M +1% 6.44% 66.2% 212 13.68% 6.2
Artia Global Partners
3854
Artia Global Partners
Florida
$367M -$150M -29% 3.01% 725% 53 28.3% 0.7
Rock Point Advisors
3855
Rock Point Advisors
Vermont
$366M +$32.8M +10% 11.5% 82.8% 110 6.36% 4.6
Wambolt & Associates
3856
Wambolt & Associates
Colorado
$366M +$21.6M +6% 6.48% 62.2% 212 12.74% 3.8
Riggs Asset Management
3857
Riggs Asset Management
Pennsylvania
$366M +$30.3M +9% 8.71% 207% 722 22.02% 2.2
Crestview Partners III
3858
Crestview Partners III
New York
$366M +$10.1M +3% 3.33% 51.2% 3 0% 3.4
HST Ventures
3859
HST Ventures
Utah
$366M +$144M +65% 9.29% 8.24% 74 60.81% 0.5
IBEX Wealth Advisors
3860
IBEX Wealth Advisors
New Jersey
$365M -$276M -43% 12.1% 221% 286 76.92% 1.4
Boyd Watterson Asset Management
3861
Boyd Watterson Asset Management
Ohio
$365M +$14.9M +4% 4.84% 101% 448 3.79% 3.2
High Net Worth Advisory Group
3862
High Net Worth Advisory Group
Florida
$365M +$34.9M +11% 6.76% 75.7% 231 9.09% 2.1
Sunflower Bank
3863
Sunflower Bank
Texas
$365M -$58.8M -14% 5.43% 42.7% 133 9.77% 2.9
JFG Wealth Management
3864
JFG Wealth Management
Colorado
$365M +$13.3M +4% 5.69% 65.2% 76 30.26% 1.4
Darwin Wealth Management
3865
Darwin Wealth Management
Florida
$364M +$163M +81% 4.42% 56.8% 648 87.81% 0.4
Doliver Advisors
3866
Doliver Advisors
Texas
$364M +$6.19M +2% 4.1% 92.3% 157 9.55% 3.5
White Pine Investment Company
3867
White Pine Investment Company
Michigan
$364M +$24.1M +7% 6.75% 73.3% 66 7.58% 4.9
Semmax Financial Advisors
3868
Semmax Financial Advisors
North Carolina
$364M +$31.2M +9% 6.53% – 421 12.83% 3.3
Bridge City Capital
3869
Bridge City Capital
Oregon
$364M +$66.3M +22% 9.87% 120% 117 10.26% 3.9
Aries Wealth Management
3870
Aries Wealth Management
Maine
$364M +$46.4M +15% 7.42% 87.7% 234 13.25% 1.9
Turim 21 Investimentos
3871
Turim 21 Investimentos
Brazil
$363M -$28.6M -7% 5.46% 62.1% 80 8.75% 2.2
Wealth Advisory Solutions
3872
Wealth Advisory Solutions
Indiana
$363M -$5.65M -2% 5.53% 60.5% 135 17.78% 1.6
Inspire Trust Company
3873
Inspire Trust Company
Nevada
$363M +$60.2M +20% 8.76% – 114 8.77% 0.7
BigSur Wealth Management
3874
BigSur Wealth Management
Florida
$363M +$36.4M +11% 7.22% 94.8% 164 8.54% 3.4
Thurston Springer Miller Herd & Titak
3875
Thurston Springer Miller Herd & Titak
Indiana
$363M +$41.4M +13% 7.57% – 1,680 16.37% 0.2