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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)
TrueFG
4376
TrueFG
Texas
$373M +$10.7M +3% 1.47% 54.2% 70 11.43% 3.2
Siena Capital Partners
4377
Siena Capital Partners
Illinois
$372M +$23.1M +7% 3.64% 44.2% 103 9.71% 4.3
Argos Wealth Advisors
4378
Argos Wealth Advisors
California
$372M – – 6.97% – 212 – 0
BridgePort Financial Solutions
4379
BridgePort Financial Solutions
Iowa
$372M +$126K +0% 2.99% – 256 14.06% 0.7
PYA Waltman Capital
4380
PYA Waltman Capital
Tennessee
$372M -$983K -0.3% 3.95% 62.4% 83 13.25% 3.5
Access Investment Management
4381
Access Investment Management
Georgia
$372M $0 0% 0.31% – 167 0% 1.2
Hel Ved Capital Management
4382
Hel Ved Capital Management
Hong Kong
$372M -$103M -22% 28.5% 1,351% 101 73.27% 0.3
EFH
4383
Eaton Financial Holdings
Florida
$372M +$17.2M +5% 3.23% – 137 13.87% 1.1
Muhlenkamp & Co
4384
Muhlenkamp & Co
Pennsylvania
$372M +$3.92M +1% 3.12% 107% 31 9.68% 4.8
CPH
4385
C Partners Holding
Switzerland
$372M -$9.5M -2% 1.87% 25.6% 10 20% 6.2
EPG Wealth Management
4386
EPG Wealth Management
Georgia
$372M +$8.49M +2% 2.61% 108% 334 8.68% 1.1
FP
4387
Financial Perspectives
Minnesota
$371M +$10.6M +3% 2.54% 104% 752 9.18% 4.4
May Hill Capital
4388
May Hill Capital
Massachusetts
$371M +$29.7M +9% 3.16% – 213 17.37% 0.8
Cerro Pacific Wealth Advisors
4389
Cerro Pacific Wealth Advisors
California
$371M +$5.78M +2% 2.13% – 164 9.76% 3.4
Straight Path Wealth Management
4390
Straight Path Wealth Management
Michigan
$371M +$52.4K +0% 1.22% 70.4% 153 23.53% 1.7
Fairway Wealth
4391
Fairway Wealth
Ohio
$371M +$14.4M +4% 0.82% 51.5% 245 40% 0.9
Fruth Investment Management
4392
Fruth Investment Management
Texas
$371M +$1.44M +0.4% 1.74% 79.4% 222 4.95% 8.7
Cary Street Partners Investment Advisory
4393
Cary Street Partners Investment Advisory
Virginia
$371M +$131M +55% 2.54% 84.1% 708 17.8% 2.5
Kentucky Farm Bureau Mutual Insurance
4394
Kentucky Farm Bureau Mutual Insurance
Kentucky
$371M -$35.5M -9% 3.18% 96.4% 66 16.67% 6.7
ARQ Wealth Advisors
4395
ARQ Wealth Advisors
Arizona
$371M +$32.6M +10% 2.95% 59.3% 137 3.65% 2
Mudrick Capital Management
4396
Mudrick Capital Management
New York
$370M -$25.6M -6% 3.51% 212% 3 33.33% 0.9
Compass Advisory Group
4397
Compass Advisory Group
New York
$370M +$13.8M +4% 1.94% 49.2% 85 4.71% 3.2
Butensky & Cohen Financial Security
4398
Butensky & Cohen Financial Security
Florida
$370M +$10.7M +3% 4.45% 81% 98 4.08% 6.3
EC
4399
Euclidean Capital
New York
$369M +$131M +55% 2.42% 79.7% 12 8.33% 3.5
Werba Rubin Papier Wealth Management
4400
Werba Rubin Papier Wealth Management
California
$369M -$250M -40% 1.66% 73.5% 275 28% 1.5