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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)
Cloverfields Capital Group
4401
Cloverfields Capital Group
Minnesota
$255M +$33M +15% 10.9% 101% 105 32.38% 1.2
Wind River Trust Company
4402
Wind River Trust Company
Wyoming
$255M +$22.6M +10% 10.5% 62.1% 9 0% 8.4
Blue Pool Management
4403
Blue Pool Management
Hong Kong
$255M -$279M -52% 0.3% 72.8% 2 50% 1.3
Financial Security Advisor
4404
Financial Security Advisor
Virginia
$255M +$37M +17% 9.75% 83.5% 109 18.35% 0.2
Whitford Management
4405
Whitford Management
New York
$254M +$178M +231% 11.1% 76.2% 24 75% 0.3
Centerpoint Advisors
4406
Centerpoint Advisors
Massachusetts
$254M +$18.7M +8% 11% 82.6% 626 31.31% 2.9
LCNB Corp
4407
LCNB Corp
Ohio
$254M +$28.3M +13% 9.58% 75.2% 175 6.86% 4.3
LCM
4408
Lynx1 Capital Management
Puerto Rico
$254M +$103M +68% 71% 883% 18 16.67% 1
Hilltop Partners
4409
Hilltop Partners
Indiana
$254M +$16.5M +7% 8.73% 64.9% 101 8.91% 0.7
RI
4410
Rinkey Investments
California
$254M +$35.7M +16% 6.96% 42.1% 68 41.18% 0.9
Strata Wealth Advisors
4411
Strata Wealth Advisors
Texas
$254M +$46.2M +22% 9.08% 73.6% 73 35.62% 0.5
Red Wave Investments
4412
Red Wave Investments
Pennsylvania
$254M +$19.8M +8% 9.74% 58% 102 9.8% 2.3
Opal Wealth Advisors
4413
Opal Wealth Advisors
New York
$254M +$82.9M +49% 9.64% 62.3% 176 22.73% 1.3
Apollon Financial
4414
Apollon Financial
South Carolina
$254M – – 11.7% 103% 139 – 0
Auour Investments
4415
Auour Investments
Massachusetts
$254M +$16.7M +7% 6.62% 39.2% 75 8% 0.5
SA
4416
SAM Advisors
California
$254M +$23.2M +10% 10.2% 57.5% 39 17.95% 1.5
West Wealth Group
4417
West Wealth Group
California
$254M +$24.5M +11% 10.4% 79.8% 87 17.24% 1.1
Keeler Thomas Management
4418
Keeler Thomas Management
Utah
$254M -$16.8M -6% 9.25% 52.1% 68 11.76% 1.8
Madrona Financial Services
4419
Madrona Financial Services
Washington
$254M +$34.6M +16% 11.3% 85.1% 104 28.85% 2.9
IAS
4420
Investment Advisory Services
Texas
$254M +$21.1M +9% 9.1% 74.9% 115 7.83% 2.7
Columbus Macro
4421
Columbus Macro
Pennsylvania
$253M +$16.1M +7% 8.1% 48.7% 194 27.84% 2.5
WT Wealth Management
4422
WT Wealth Management
Arizona
$253M +$19.8M +8% 8.38% 72% 127 32.28% 1.8
Boyd Watterson Asset Management
4423
Boyd Watterson Asset Management
Ohio
$253M +$24.3M +11% 12.4% 101% 426 1.88% 2.6
LPWM LLC
4424
LPWM LLC
Minnesota
$253M +$30.6M +14% 10.4% 59.4% 74 14.86% 2.6
Verum Partners
4425
Verum Partners
North Carolina
$253M +$29.1M +13% 8.66% 57.7% 144 9.72% 0.6