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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)
Ripple Effect Asset Management
4001
Ripple Effect Asset Management
New York
$360M – – 4.46% – 26 – 0
WealthBridge Capital Management
4002
WealthBridge Capital Management
Ohio
$360M +$9.9M +3% 1.95% 89.4% 215 8.84% 3.5
Doliver Advisors
4003
Doliver Advisors
Texas
$360M -$4.61M -1% 0.15% 92.3% 166 13.25% 3.6
Okabena Investment Services
4004
Okabena Investment Services
Minnesota
$360M +$5.3M +1% 1.54% 72.4% 124 20.97% 1.8
Tradewinds LLC
4005
Tradewinds LLC
North Carolina
$360M +$35M +11% 3.58% – 229 36.24% 0.6
Sunflower Bank
4006
Sunflower Bank
Texas
$360M -$5.05M -1% 1.17% 42.7% 135 8.89% 3.1
Berkeley Capital Partners
4007
Berkeley Capital Partners
Georgia
$360M +$9.5M +3% 0.94% 62.8% 181 13.26% 3.9
Boyd Watterson Asset Management
4008
Boyd Watterson Asset Management
Ohio
$360M -$5.33M -1% 2.4% 101% 443 3.16% 3.4
InvesTrust
4009
InvesTrust
Oklahoma
$360M – – 1.51% – 94 – 0
Addison Advisors
4010
Addison Advisors
Vermont
$359M -$466K -0.1% 1.26% 50.2% 879 9.56% 2.4
Hiddenite Capital Partners
4011
Hiddenite Capital Partners
New York
$359M +$53.9M +18% 38.3% 466% 55 56.36% 0.6
AXS Investments
4012
AXS Investments
New York
$359M -$17.2M -5% 2.46% 107% 252 26.19% 1.8
VELA Investment Management
4013
VELA Investment Management
Ohio
$359M +$34.8M +11% 0.33% 56.8% 178 17.98% 1.6
LTS One Management
4014
LTS One Management
New York
$359M +$13.2M +4% 2.79% 67.9% 24 58.33% 0.6
Childress Capital Advisors
4015
Childress Capital Advisors
Texas
$358M -$12M -3% 3.11% 107% 239 13.39% 1.5
Globe Life
4016
Globe Life
Texas
$358M +$976K +0.3% 1.12% 60.1% 2 0% 4.6
Weaver Capital Management
4017
Weaver Capital Management
Georgia
$358M +$22.6M +7% 2.47% 79.4% 192 9.38% 0.8
Mizuho Bank
4018
Mizuho Bank
Japan
$358M -$149M -29% 0.57% 99.8% 119 51.26% 0.3
High Net Worth Advisory Group
4019
High Net Worth Advisory Group
Florida
$358M -$6.84M -2% 0.22% 75.7% 233 10.3% 2.3
B.O.S.S. Retirement Advisors
4020
B.O.S.S. Retirement Advisors
Utah
$358M -$139M -28% 1.43% 78.2% 304 73.68% 0.4
Harrell Investment Partners
4021
Harrell Investment Partners
Texas
$358M +$4.47M +1% 3.25% 121% 100 20% 3.4
Madison Wealth Partners
4022
Madison Wealth Partners
Wisconsin
$358M +$20.2M +6% 1.7% 66.9% 157 8.92% 2
Activest Wealth Management
4023
Activest Wealth Management
Florida
$358M +$34M +10% 6.08% 117% 935 43.42% 0.6
MJP
4024
Michael J. Puzo
$358M -$24.8M -6% 0.74% 90.3% 78 8.97% 7
Apeiron RIA
4025
Apeiron RIA
Texas
$357M +$8.59M +2% 0.64% 68.5% 223 16.59% 1.9