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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)
Three Bridge Wealth Advisors
4651
Three Bridge Wealth Advisors
California
$252M -$1.43M -0.6% 0.91% 169% 96 9.38% 1.8
Long Path Partners
4652
Long Path Partners
Connecticut
$252M +$62.3M +33% 11.5% 9.18% 10 10% 1.6
All Terrain Financial Advisors
4653
All Terrain Financial Advisors
Minnesota
$252M -$2.21M -0.9% 1.85% 71.1% 94 13.83% 3.9
KFG Wealth Management
4654
KFG Wealth Management
Indiana
$252M +$8.8M +4% 3.28% 55.9% 162 6.79% 1
Valtinson Bruner Financial Planning
4655
Valtinson Bruner Financial Planning
Minnesota
$252M +$17.4M +7% 1.75% 36.2% 129 8.53% 2.7
Strategic Advocates
4656
Strategic Advocates
Utah
$252M -$7.65M -3% 2.92% 103% 140 25% 0.5
Harvest Investment Services
4657
Harvest Investment Services
Illinois
$252M +$3.13M +1% 4.02% 282% 214 35.98% 1.5
Millstreet Capital Management
4658
Millstreet Capital Management
Massachusetts
$252M -$7.52M -3% 8.88% – 4 25% 0.5
Argent Advisors
4659
Argent Advisors
Louisiana
$252M -$1.1M -0.4% 0.25% 63.1% 140 7.14% 3.2
SC
4660
Sawyer & Company
Massachusetts
$252M +$1.35M +0.5% 2.88% 111% 187 12.3% 4.2
Magnitude Capital
4661
Magnitude Capital
New York
$251M +$41.1M +20% 19.5% – 1 0% 0.5
OWMIAS
4662
One Wealth Management Investment & Advisory Services
Florida
$251M +$6.97M +3% 5.7% – 150 14% 0.4
Orion Investment Company
4663
Orion Investment Company
Missouri
$251M – – 2.97% – 64 – 0
Cadent Capital Advisors
4664
Cadent Capital Advisors
Oklahoma
$251M -$420K -0.2% 0.72% 106% 154 19.48% 1.9
Truvestments Capital
4665
Truvestments Capital
Florida
$251M -$8.86M -3% 2.92% 131% 730 70% 2.8
Entrust Global Partners
4666
Entrust Global Partners
New York
$251M +$36.8M +17% 5.04% 82.3% 8 25% 1.8
Vert Asset Management
4667
Vert Asset Management
California
$251M +$13.1M +6% 1.26% 43.6% 46 17.39% 2.1
Divergent Planning
4668
Divergent Planning
Maryland
$251M +$14.2M +6% 0.57% 43.3% 29 6.9% 2
Buska Wealth Management
4669
Buska Wealth Management
Wisconsin
$251M +$22.8M +10% 2.56% – 58 15.52% 0.2
SAMT
4670
Select Asset Management & Trust
Pennsylvania
$251M +$10.2M +4% 1.66% 68.4% 68 8.82% 3.9
Lind Value II ApS
4671
Lind Value II ApS
Denmark
$251M +$106M +73% 3.97% – 4 50% 0.1
Denver PWM
4672
Denver PWM
Colorado
$251M -$8.07M -3% 0.52% 48.6% 274 79.93% 0.7
DMKJ
4673
David M. Knott Jr
$251M -$32.1M -11% 1.58% 169% 112 16.96% 1.6
RGREA
4674
Ranger Global Real Estate Advisors
Colorado
$251M -$250M -50% 0.6% 18% 33 72.73% 1.5
Custos Family Office
4675
Custos Family Office
Texas
$250M +$56.6M +29% 2.25% 57.4% 57 22.81% 1.2