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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)
Strategic Advocates
4301
Strategic Advocates
Utah
$337M +$49M +17% 15.3% 103% 131 17.56% 1
Freedom Day Solutions
4302
Freedom Day Solutions
Texas
$337M +$9.9M +3% 6.93% 86.6% 99 15.15% 3.8
CRCM LP
4303
CRCM LP
California
$337M +$91.3M +37% 69.1% – 9 33.33% 0.5
Modus Advisors
4304
Modus Advisors
Minnesota
$337M +$31.2M +10% 11.7% 89.5% 115 11.3% 3.4
Cloverfields Capital Group
4305
Cloverfields Capital Group
Minnesota
$337M +$33.8M +11% 11.7% 101% 98 4.08% 2.1
TrueFG
4306
TrueFG
Texas
$336M +$32.6M +11% 7.5% 54.2% 61 18.03% 3.1
NTCM
4307
Nine Ten Capital Management
Illinois
$336M +$68.2M +25% 37.9% 166% 11 18.18% 4.2
Butensky & Cohen Financial Security
4308
Butensky & Cohen Financial Security
Florida
$336M +$9.41M +3% 4.89% 81% 98 8.16% 6.3
MCG
4309
McCollum Christoferson Group
New York
$336M +$8.32M +3% 5.87% 59.4% 71 8.45% 4.6
BAM
4310
Bosun Asset Management
Illinois
$336M +$103M +44% 27.8% 278% 230 30.43% 1.2
Lansing Street Advisors
4311
Lansing Street Advisors
Pennsylvania
$336M +$37M +12% 9.8% – 144 13.19% 1.7
Bank of Stockton
4312
Bank of Stockton
California
$336M +$21.9M +7% 8.61% 99.2% 143 2.8% 6.1
Physicians Financial Services
4313
Physicians Financial Services
North Carolina
$336M +$21.3M +7% 10.8% 100% 111 7.21% 6.5
SL
4314
SOF Ltd
Cayman Islands
$336M +$38.5M +13% 13% 42.3% 1 0% 8.5
Legacy CG
4315
Legacy CG
Texas
$336M +$26M +8% 9.13% 61.2% 58 34.48% 1
Beam Wealth Advisors
4316
Beam Wealth Advisors
Louisiana
$336M +$39M +13% 9.36% 59.7% 114 16.67% 2.2
Covenant Partners
4317
Covenant Partners
Tennessee
$335M +$26M +8% 11.6% 70.3% 159 17.61% 3.6
Leverty Financial Group
4318
Leverty Financial Group
Wisconsin
$335M +$90.4M +37% 8.68% 57.3% 50 26% 1.8
Alaethes Wealth
4319
Alaethes Wealth
Nevada
$335M +$61.8M +23% 12.1% 96.4% 119 21.01% 2.4
GFG Capital
4320
GFG Capital
Florida
$335M +$6.16M +2% 16.1% 152% 430 82.79% 0.7
Metropolitan Life Insurance Company (MetLife)
4321
Metropolitan Life Insurance Company (MetLife)
New York
$335M +$118M +55% 5.26% 50.8% 11 27.27% 6.5
PI
4322
Pennant Investors
New Jersey
$334M -$48.9M -13% 34.8% 372% 20 25% 2.6
Clean Yield Group
4323
Clean Yield Group
Vermont
$334M +$27.4M +9% 10.2% 65% 456 12.94% 4.4
Cannell Capital
4324
Cannell Capital
Wyoming
$334M +$33.7M +11% 12% 127% 72 48.61% 1.7
Measured Wealth Private Client Group
4325
Measured Wealth Private Client Group
New Hampshire
$334M +$22.7M +7% 7.38% 84.3% 198 23.74% 2.7