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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)
Presidio Capital Management
4476
Presidio Capital Management
California
$400M +$55.6M +16% 12.9% 56.1% 96 28.13% 1.8
TriaGen Wealth Management
4477
TriaGen Wealth Management
California
$400M +$33.8M +9% 19% 132% 211 31.28% 2.5
Elmwood Wealth Management
4478
Elmwood Wealth Management
California
$400M +$38.2M +11% 10.9% 42.1% 203 13.79% 3.2
Fiduciary Family Office
4479
Fiduciary Family Office
Florida
$400M +$48.9M +14% 16.8% – 198 20.2% 1
Sandy Cove Advisors
4480
Sandy Cove Advisors
Massachusetts
$400M +$65.7M +20% 16.8% 78% 166 15.66% 2.5
Argent Advisors
4481
Argent Advisors
Louisiana
$400M +$33.5M +9% 10.3% 63.1% 191 12.04% 3.6
SC
4482
Saybrook Capital
North Carolina
$400M +$28.1M +8% 11% 72.5% 43 4.65% 9.2
Erste Towarzystwo Funduszy Inwestycyjnych
4483
Erste Towarzystwo Funduszy Inwestycyjnych
$399M +$105M +36% 29.6% – 38 26.32% 0.2
Three Bridge Wealth Advisors
4484
Three Bridge Wealth Advisors
California
$399M +$35.1M +10% 12.2% 169% 95 17.89% 2.9
FSA
4485
Financial Services Advisory
Maryland
$399M +$189M +90% 16.3% 82.5% 83 46.99% 1.2
Landmark Investment Partners
4486
Landmark Investment Partners
Florida
$399M +$260M +187% 22.7% – 67 74.63% 0.3
Kerrisdale Advisers
4487
Kerrisdale Advisers
Florida
$399M +$136M +52% 21.6% 78.8% 134 31.34% 1.2
BCM
4488
Bluefin Capital Management
New York
$399M +$243M +156% 32.2% – 181 69.61% 0.3
Valtinson Bruner Financial Planning
4489
Valtinson Bruner Financial Planning
Minnesota
$399M +$35.1M +10% 7.74% 36.2% 195 15.38% 3
VWM
4490
VCI Wealth Management
Missouri
$399M +$38.2M +11% 11.8% 86.3% 140 41.43% 1.2
CL
4491
COWA LLC
Oklahoma
$399M +$28M +8% 6.97% 65.5% 184 15.76% 2.5
WorthPointe
4492
WorthPointe
California
$399M +$29.3M +8% 11.1% 59.7% 136 22.06% 1.7
Alfreton Capital
4493
Alfreton Capital
United Kingdom
$399M +$90.6M +29% 4.32% 22.2% 6 16.67% 1.4
Hudson Value Partners
4494
Hudson Value Partners
Florida
$399M +$63.4M +19% 23.9% 124% 118 18.64% 2.8
Summit Investment Advisory Services
4495
Summit Investment Advisory Services
Minnesota
$398M +$129M +48% 13.9% 68.3% 90 11.11% 1.5
Shoker Investment Counsel
4496
Shoker Investment Counsel
Ohio
$398M +$61.6M +18% 20% 83.8% 116 8.62% 6.2
Stiles Financial Services
4497
Stiles Financial Services
Minnesota
$398M +$70.9M +22% 33.4% 144% 187 7.49% 3.1
Fischer Financial Services
4498
Fischer Financial Services
Pennsylvania
$398M +$101M +34% 14.5% – 65 13.85% 1.2
Elmind Capital
4499
Elmind Capital
New York
$398M +$45.8M +13% 20.4% – 39 23.08% 0.4
Vista Investment Partners
4500
Vista Investment Partners
Oklahoma
$397M +$19.3M +5% 17% 112% 189 19.58% 1.7