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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)
Squadra Investments
4151
Squadra Investments
Brazil
$245M -$175M -42% 2.84% 1.55% 8 50% 0.5
Golden State Equity Partners
4152
Golden State Equity Partners
California
$245M -$13.8M -5% 0.93% – 288 31.25% 0.4
First United Bank & Trust
4153
First United Bank & Trust
Maryland
$245M +$6.29M +3% 0.21% 78% 168 6.55% 3.9
Capital Planning
4154
Capital Planning
Washington
$245M +$9.7M +4% 0.7% 81.2% 70 4.29% 0.6
Somerset Trust
4155
Somerset Trust
Pennsylvania
$245M -$101K -0% 0.3% 80.5% 138 7.25% 4.2
Harvest Investment Services
4156
Harvest Investment Services
Illinois
$245M +$6.87M +3% 1.38% 282% 341 35.48% 1
Murphy Pohlad Asset Management
4157
Murphy Pohlad Asset Management
Minnesota
$245M -$2.41M -1% 0.66% 83% 116 7.76% 4.8
Canvas Wealth Advisors
4158
Canvas Wealth Advisors
Kansas
$245M +$21.8M +10% 0.19% 115% 123 7.32% 0.5
Lumature Wealth Partners
4159
Lumature Wealth Partners
Georgia
$245M +$2.9M +1% 1.45% – 420 12.38% 0.5
United Capital Management of KS
4160
United Capital Management of KS
Kansas
$244M -$670K -0.3% 1.03% 272% 99 12.12% 1.9
Peloton Wealth Strategists
4161
Peloton Wealth Strategists
Indiana
$244M +$1.94M +0.8% 0.52% 51.3% 93 15.05% 2.5
Private Capital Management (Colorado)
4162
Private Capital Management (Colorado)
Colorado
$244M +$26M +12% 0.2% 20% 141 14.18% 1.5
Thomas Story & Son
4163
Thomas Story & Son
Indiana
$244M -$24M -9% 0.04% 101% 65 0% 4.7
Concord Wealth Partners
4164
Concord Wealth Partners
Virginia
$244M -$105M -30% 1.84% 71.1% 1,083 19.11% 0.6
Searle & Co
4165
Searle & Co
Connecticut
$244M -$354K -0.1% 0.26% 93.8% 153 7.19% 3.5
AMJ Financial Wealth Management
4166
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 2.41% 167% 107 32.71% 0.8
Stone House Capital Management
4167
Stone House Capital Management
Florida
$244M +$7.3M +3% 5.7% 151% 3 66.67% 0.5
Vivid Financial Management
4168
Vivid Financial Management
California
$244M +$472K +0.2% 0.43% – 163 23.93% 1
WA
4169
WP Advisors
California
$244M +$4M +2% 1.16% 113% 107 6.54% 1.9
Wisconsin Capital Management
4170
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 0.84% 153% 60 10% 3.2
SM
4171
Salzhauer Michael
$244M +$15.9M +7% 1.41% 98% 143 16.78% 2.8
Voss Capital
4172
Voss Capital
Texas
$244M +$3.22M +1% 2.49% 78.4% 48 47.92% 0.7
Independent Family Office
4173
Independent Family Office
New York
$243M -$12.9M -5% 2.13% 68.4% 60 18.33% 1.5
New Harbor Financial Group
4174
New Harbor Financial Group
Massachusetts
$243M -$53.4M -18% 7.2% 94.6% 27 25.93% 2.4
BHK Investment Advisors
4175
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 1.17% 54.6% 66 3.03% 2.7