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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)
OnyxPoint Global Management
4476
OnyxPoint Global Management
New York
$359M -$442M -55% 2.57% 162% 48 62.5% 0.6
RFG - Bristol Wealth Advisors
4477
RFG - Bristol Wealth Advisors
Massachusetts
$359M +$12.7M +4% 2.25% – 184 10.33% 0.8
Montanaro Asset Management
4478
Montanaro Asset Management
United Kingdom
$359M -$41.6M -10% 4.35% 49.6% 43 9.3% 3.1
SK Wealth Management
4479
SK Wealth Management
Rhode Island
$359M +$90.5M +34% 2.84% – 90 20% 1
Amicus Financial Advisors
4480
Amicus Financial Advisors
Texas
$359M – – 0.91% – 90 – 0
ParaFi Capital
4481
ParaFi Capital
New York
$358M -$103M -22% 25.2% – 19 42.11% 0.5
World Equity Group
4482
World Equity Group
Illinois
$358M -$82.3M -19% 3.28% 117% 394 29.19% 1.7
Argent Advisors
4483
Argent Advisors
Louisiana
$358M +$19.1M +6% 3.8% 63.1% 178 12.92% 3.5
MKC
4484
M. Kraus & Co
Vermont
$358M +$17.6K +0% 3.18% 65.9% 85 4.71% 6.5
Concentrum Wealth Management
4485
Concentrum Wealth Management
California
$358M +$11.5M +3% 0.13% 174% 92 16.3% 2.9
TFB Advisors
4486
TFB Advisors
Kansas
$358M +$14.5M +4% 2.08% 85% 323 9.6% 1.6
Crown Wealth Group
4487
Crown Wealth Group
North Carolina
$358M +$25.1M +8% 2.87% 98.2% 152 22.37% 1.6
Evexia Wealth
4488
Evexia Wealth
Wisconsin
$358M +$23.8M +7% 5% 95% 94 27.66% 1.5
Chase Investment Counsel
4489
Chase Investment Counsel
Virginia
$358M +$20M +6% 9.9% 350% 156 32.05% 1.6
Brand Asset Management Group
4490
Brand Asset Management Group
Missouri
$358M +$2.11M +0.6% 1.75% 70.2% 188 21.28% 2.8
Trinity Financial Advisors
4491
Trinity Financial Advisors
Ohio
$358M +$11.3M +3% 2.66% 74.5% 105 12.38% 2.5
VST
4492
Van Strum & Towne
California
$358M +$17.1M +5% 3.36% 72.3% 116 6.9% 6.1
Libra Wealth
4493
Libra Wealth
California
$357M +$24.4M +7% 1.09% 58.2% 72 12.5% 2.6
Martin Investment Management
4494
Martin Investment Management
Florida
$357M -$36.1M -9% 4.55% 44% 54 14.81% 5.4
Drummond Knight Asset Management
4495
Drummond Knight Asset Management
Australia
$357M +$30.6M +9% 26.9% – 15 46.67% 0.4
Legacy CG
4496
Legacy CG
Texas
$357M +$2.12M +0.6% 1.81% 62.6% 50 16% 1.4
Farmers & Merchants Trust Co of Chambersburg PA
4497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357M +$3.25M +0.9% 1.42% 65.5% 342 5.26% 5.7
Cypress Capital
4498
Cypress Capital
Tennessee
$357M +$7.61M +2% 2.27% 43.6% 98 8.16% 2.8
2Xideas
4499
2Xideas
Switzerland
$357M -$117M -25% 1.95% 40.6% 65 36.92% 2.5
Capital Planning
4500
Capital Planning
Washington
$357M +$13.6M +4% 0.52% 81.2% 85 8.24% 3.1