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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)
Cornerstone Planning
4001
Cornerstone Planning
North Carolina
$431M – – 1.84% – 131 – 0.7
STS
4002
SG Trading Solutions
Utah
$431M – – 5.06% – 211 – 0
Coston McIsaac & Partners
4003
Coston McIsaac & Partners
Maine
$431M +$10.8M +3% 0.03% 34.3% 975 14.36% 2.3
DAFNA Capital Management
4004
DAFNA Capital Management
California
$431M +$25.7M +6% 25.7% 313% 87 25.29% 3.1
Timber Creek Capital Management
4005
Timber Creek Capital Management
Massachusetts
$430M +$16.6M +4% 9.42% 139% 91 20.88% 5.9
Vertex Planning Partners
4006
Vertex Planning Partners
Illinois
$430M -$91M -17% 1.79% 55.4% 207 40.58% 1.9
Square Wave Capital
4007
Square Wave Capital
New York
$430M +$157M +57% 4.05% – 10 30% 0.7
Cornerstone Wealth Advisors
4008
Cornerstone Wealth Advisors
Minnesota
$430M +$16.9M +4% 1.29% 46.1% 52 3.85% 3.5
Fortitude Family Office
4009
Fortitude Family Office
Arizona
$430M +$57.9M +16% 3.61% 81.1% 2,173 20.8% 1
NatWest Group
4010
NatWest Group
United Kingdom
$430M +$25M +6% 5.68% 207% 43 18.6% 2.6
RV Capital
4011
RV Capital
Switzerland
$430M -$117M -21% 0.69% 250% 13 7.69% 2.8
Fosun International
4012
Fosun International
China
$429M +$162M +61% 1.59% 41.3% 59 30.51% 2.1
SC
4013
Slotnik Capital
Texas
$429M +$109M +34% 31.2% – 49 79.59% 0.2
TRV GP V
4014
TRV GP V
Massachusetts
$429M +$75.7M +21% 26% – 3 0% 0.9
Operose Advisors
4015
Operose Advisors
Wisconsin
$429M +$28M +7% 2.42% 68.8% 501 17.17% 2.2
Winthrop Capital Management
4016
Winthrop Capital Management
Indiana
$429M +$15.6M +4% 3.47% 68.1% 399 24.31% 1.1
Wealth Advisory Solutions
4017
Wealth Advisory Solutions
Indiana
$429M +$16.2M +4% 3.82% 60.5% 150 16% 2.2
Elevated Capital Advisors
4018
Elevated Capital Advisors
Utah
$429M +$26.9M +7% 1.39% 50.2% 833 69.51% 0.8
Diversified Management
4019
Diversified Management
Wisconsin
$428M – – 3.12% – 177 – 0
SWG
4020
Summit Wealth Group
Vermont
$428M +$14.8M +4% 1.68% 53% 121 9.92% 1.9
Mattson Financial Services
4021
Mattson Financial Services
Michigan
$428M +$10M +2% 1.19% – 202 18.32% 0.9
Abel Hall LLC
4022
Abel Hall LLC
Louisiana
$428M +$181M +73% 5.5% 133% 744 60.48% 0.4
Atlas Private Wealth Advisors
4023
Atlas Private Wealth Advisors
New Jersey
$428M +$19.7M +5% 1.64% 57.8% 140 7.86% 2.9
Medina Value Partners
4024
Medina Value Partners
California
$428M -$24K -0% 6.83% 80% 35 51.43% 0.6
Triune Financial Partners
4025
Triune Financial Partners
Kansas
$428M +$30.8M +8% 3.36% 66.6% 50 8% 2.4