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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)
Marathon Capital Management
3926
Marathon Capital Management
Maryland
$393M +$17.2M +5% 5.57% 74% 177 16.38% 3
Progressive Investment Management
3927
Progressive Investment Management
Oregon
$393M +$35.3M +10% 13.7% 139% 56 0% 5.3
PTB
3928
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 8.07% 61.4% 80 6.25% 7.9
RS
3929
Retirement Solution
Washington
$392M +$39.3M +11% 10.1% 77.3% 49 30.61% 1.7
American Investment Services
3930
American Investment Services
Massachusetts
$392M -$176M -31% 5.98% 63.1% 160 18.75% 6
DecisionPoint Financial
3931
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 6.7% 48% 695 70.94% 0.6
FVCM
3932
F&V Capital Management
Florida
$391M +$6M +2% 8.75% 123% 62 24.19% 5.2
Truffle Hound Capital
3933
Truffle Hound Capital
Maryland
$391M +$114M +41% 12.6% – 73 46.58% 0.3
Tenere Capital
3934
Tenere Capital
New York
$390M +$27M +7% 17.2% 131% 25 40% 1
BetterWealth
3935
BetterWealth
California
$390M +$34.1M +10% 7.06% 63.3% 63 3.17% 2
Carderock Capital Management
3936
Carderock Capital Management
Maryland
$390M +$13M +3% 8.77% 97.6% 140 50.71% 2.9
Brooklyn FI
3937
Brooklyn FI
New York
$390M +$65.9M +20% 8.95% 54.7% 77 15.58% 1.9
Martin Investment Management
3938
Martin Investment Management
Florida
$390M -$6.25M -2% 3.44% 44% 53 13.21% 5.2
Park Edge Advisors
3939
Park Edge Advisors
Ohio
$390M +$30.8M +9% 8.01% 53.7% 151 14.57% 1.6
Continental General Insurance Company
3940
Continental General Insurance Company
Texas
$390M +$101M +35% 10.9% 188% 13 30.77% 0.6
Collective Family Office
3941
Collective Family Office
Pennsylvania
$389M +$19.5M +5% 6.02% 52.5% 165 9.09% 3.2
SWG
3942
Summit Wealth Group
Vermont
$389M +$47.3M +14% 7.16% 53% 114 14.91% 1.5
Guidance Point Advisors
3943
Guidance Point Advisors
Massachusetts
$389M +$38.1M +11% 10.9% 71.8% 87 4.6% 3.9
Outlook Wealth Advisors
3944
Outlook Wealth Advisors
Texas
$389M +$29.4M +8% 9.17% 70% 285 13.68% 2.2
Stenger Family Office
3945
Stenger Family Office
Illinois
$389M – – 10.8% – 102 – 0.3
Apeiron RIA
3946
Apeiron RIA
Texas
$388M +$57.7M +17% 8.66% 68.5% 215 12.56% 2.2
MilWealth Group
3947
MilWealth Group
Wisconsin
$388M +$25.3M +7% 6.89% 36.8% 68 0% 4.7
Semmax Financial Advisors
3948
Semmax Financial Advisors
North Carolina
$388M +$18.6M +5% 6.3% – 469 16.84% 3.4
Voisard Asset Management Group
3949
Voisard Asset Management Group
Michigan
$388M +$45.8M +13% 6.99% 50.5% 93 13.98% 1.1
Montanaro Asset Management
3950
Montanaro Asset Management
United Kingdom
$388M +$47M +14% 15% 49.6% 46 15.22% 3.1