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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)
Collective Family Office
3951
Collective Family Office
Pennsylvania
$417M +$27.1M +7% 5.9% 52.5% 164 6.1% 3.3
DI
3952
DKRT Investments
$416M +$4.31M +1% 4.79% – 47 12.77% 0.2
Coleford Investment Management
3953
Coleford Investment Management
Canada
$416M +$29.2M +8% 9.08% – 22 9.09% 0.7
American Investment Services
3954
American Investment Services
Massachusetts
$416M +$24.4M +6% 7.31% 63.1% 137 5.11% 6.1
Standard General
3955
Standard General
New York
$416M +$32M +8% 16% 259% 3 0% 7.1
AA
3956
Ancient Art
Texas
$416M +$106M +34% 37.6% 168% 17 41.18% 3
III Capital Management
3957
III Capital Management
Florida
$416M -$142M -25% 8.09% 28.7% 64 48.44% 0.7
West Michigan Advisors
3958
West Michigan Advisors
Michigan
$416M +$61.5M +17% 12.9% 86.6% 292 30.82% 1.7
High Net Worth Advisory Group
3959
High Net Worth Advisory Group
Florida
$416M +$37.9M +10% 7.6% 75.7% 243 9.88% 2.7
NI
3960
Naria Inc
Bahamas
$416M -$8.02M -2% 1.89% – 1 0% 0.8
Reverence Capital Partners
3961
Reverence Capital Partners
New York
$416M +$34.2M +9% 8.96% 5.38% 1 0% 1.5
WC
3962
Weil Company
California
$416M +$36.3M +10% 6.93% 71.7% 118 5.08% 3.6
Compton Financial Group
3963
Compton Financial Group
Maryland
$415M +$30.8M +8% 5.25% 37.7% 53 11.32% 2.4
EdenTree Asset Management
3964
EdenTree Asset Management
United Kingdom
$415M +$54.4M +15% 7.03% 50.2% 64 6.25% 1.9
Lorne Steinberg Wealth Management
3965
Lorne Steinberg Wealth Management
Canada
$415M +$32.1M +8% 7.52% 83.4% 75 13.33% 3.4
Guidance Point Advisors
3966
Guidance Point Advisors
Massachusetts
$415M +$25.4M +7% 6.93% 71.8% 98 12.24% 3.6
DeDora Capital
3967
DeDora Capital
California
$414M +$31.2M +8% 10.1% 91.2% 115 2.61% 3.4
InceptionR
3968
InceptionR
California
$414M -$18.1M -4% 9.7% 62.9% 982 70.47% 0.2
Heirloom Wealth Management
3969
Heirloom Wealth Management
Colorado
$414M +$35.1M +9% 6.69% 81.8% 46 13.04% 2.4
Timber Creek Capital Management
3970
Timber Creek Capital Management
Massachusetts
$414M +$21.2M +5% 7.66% 139% 84 3.57% 5.7
Fourth Sail Capital
3971
Fourth Sail Capital
Cayman Islands
$414M -$69.2M -14% 2.18% – 36 50% 0.5
SWG
3972
Summit Wealth Group
Vermont
$414M +$24.1M +6% 5.92% 53% 114 5.26% 1.8
General Pension Society PZU Joint Stock
3973
General Pension Society PZU Joint Stock
Poland
$414M +$54M +15% 14.8% 116% 16 6.25% 8.2
Winthrop Capital Management
3974
Winthrop Capital Management
Indiana
$413M +$17.8M +5% 6.3% – 368 12.77% 1
Seven Springs Wealth Group
3975
Seven Springs Wealth Group
Tennessee
$413M +$9.5M +2% 7.15% 59.2% 87 8.05% 3.3