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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)
Old Port Advisors
4076
Old Port Advisors
Maine
$348M -$12.1M -3% 1.05% 114% 246 10.16% 4.2
Scott Capital Advisors
4077
Scott Capital Advisors
Oregon
$348M -$4.72M -1% 0.75% 50.9% 54 14.81% 2.2
TPWM
4078
Twelve Points Wealth Management
Massachusetts
$348M +$30M +9% 1.79% 56.8% 190 11.05% 2.4
KEB Asset Management
4079
KEB Asset Management
Illinois
$347M +$15.3M +5% 1.06% 68.9% 87 18.39% 1.9
Verum Partners
4080
Verum Partners
North Carolina
$347M +$5.95M +2% 0.75% 57.7% 167 4.79% 1.4
Kera Capital Partners
4081
Kera Capital Partners
California
$347M – – 3.78% – 158 – 0
Prevatt Capital
4082
Prevatt Capital
Bahamas
$347M +$43.4M +14% 8.66% – 15 26.67% 0.8
VM
4083
Venator Management
Pennsylvania
$347M +$1.82M +0.5% 4.52% 101% 25 12% 2.7
VDBMI
4084
Van Den Berg Management I
Texas
$347M +$1.35M +0.4% 0.36% 187% 112 7.14% 2.9
Searle & Co
4085
Searle & Co
Connecticut
$347M -$54.1M -13% 0% 108% 186 12.9% 4.7
Blue Zone Wealth Advisors
4086
Blue Zone Wealth Advisors
California
$347M +$25.4M +8% 3.61% 91.1% 107 13.08% 2.6
DI
4087
DDFG Inc
California
$346M -$3.52M -1% 1.59% 56.3% 82 7.32% 1.7
Timber Creek Capital Management
4088
Timber Creek Capital Management
Massachusetts
$346M -$10.8M -3% 1.95% 139% 83 6.02% 5.4
Horiko Capital Management
4089
Horiko Capital Management
New York
$346M +$333K +0.1% 3.31% 275% 21 0% 3.9
MI
4090
M3F Inc
Utah
$346M +$21.3M +7% 17.9% 139% 35 34.29% 3.5
The Wealth Group
4091
The Wealth Group
Minnesota
$346M +$2.36M +0.7% 0.46% 71.9% 68 8.82% 0.9
Prentice Wealth Management
4092
Prentice Wealth Management
New York
$346M +$9.05M +3% 0.8% 47.8% 111 7.21% 2.4
Prevail Innovative Wealth Advisors
4093
Prevail Innovative Wealth Advisors
Kansas
$345M +$17.1M +5% 2.37% 31.3% 205 43.41% 0.5
Founders Grove Wealth Partners
4094
Founders Grove Wealth Partners
Virginia
$345M – – 0.63% – 116 – 0
SWG
4095
Summit Wealth Group
Vermont
$345M -$1.48M -0.4% 1.01% 53% 105 12.38% 1.3
BPC
4096
Bryce Point Capital
New York
$345M – – 0.99% – 398 – 0
Access Investment Management
4097
Access Investment Management
Georgia
$345M +$16.7M +5% 5.69% – 106 8.49% 0.9
Lorne Steinberg Wealth Management
4098
Lorne Steinberg Wealth Management
Canada
$345M -$996K -0.3% 0.41% 83.4% 72 6.94% 3
Oldfield Partners
4099
Oldfield Partners
United Kingdom
$345M -$128M -27% 0.36% 98% 30 3.33% 3.9
Oak Harbor Wealth Partners
4100
Oak Harbor Wealth Partners
North Carolina
$345M -$6.1M -2% 0.4% 73.9% 232 9.91% 2.4