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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)
JVL Associates
4826
JVL Associates
Michigan
$352M +$54.2M +18% 17.7% 81% 81 24.69% 3.5
FP
4827
FFG Partners
Florida
$352M +$100M +39% 49.2% 277% 51 47.06% 0.9
Seven Post Investment Office
4828
Seven Post Investment Office
California
$352M +$42.7M +14% 9.58% 44.4% 42 14.29% 4
Keeler & Nadler Financial Planning & Wealth Management
4829
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$352M +$57.5M +20% 15% 72.1% 87 8.05% 2.6
Centerpoint Advisors
4830
Centerpoint Advisors
Massachusetts
$352M +$44.9M +15% 16.3% 74.2% 443 10.61% 4.1
Sunpointe
4831
Sunpointe
Missouri
$352M +$46.7M +15% 20.1% 122% 307 21.82% 1.4
Financial Life Advisors
4832
Financial Life Advisors
Texas
$352M +$30.7M +10% 10.3% 47% 62 19.35% 3
SIM
4833
SW Investment Management
Colorado
$352M -$99.1M -22% 0.78% 143% 8 37.5% 2.8
PIP
4834
Palisades Investment Partners
California
$352M +$96.5M +38% 46.9% – 59 23.73% 1.3
Colonial River Investments
4835
Colonial River Investments
Virginia
$352M +$72.3M +26% 28.5% 156% 268 21.64% 2
Everpar Advisors
4836
Everpar Advisors
Oklahoma
$352M +$61.1M +21% 22.5% – 326 20.86% 1.5
KHCM
4837
Kirtland Hills Capital Management
Ohio
$351M +$36.5M +12% 20.6% – 167 7.19% 1.5
GBFG
4838
Gerald Baker Financial Group
Texas
$351M +$35.7M +11% 11.3% – 127 11.02% 0.2
Whitegate Investment Counselors
4839
Whitegate Investment Counselors
New Hampshire
$351M +$36.7M +12% 10.4% 48% 78 15.38% 5.8
LifeGuide Financial Advisors
4840
LifeGuide Financial Advisors
Pennsylvania
$351M +$38.4M +12% 7.88% 35.4% 51 17.65% 2.5
Tree Line Advisors
4841
Tree Line Advisors
Hong Kong
$351M +$119M +51% 94% 670% 3 0% 2.2
Spectrum Wealth Advisory Group
4842
Spectrum Wealth Advisory Group
California
$351M +$82.2M +31% 15.5% 76.1% 543 89.32% 0.3
Beacon Bridge Wealth Partners
4843
Beacon Bridge Wealth Partners
Pennsylvania
$351M +$52.3M +17% 12.7% 52% 113 17.7% 2.1
Yakira Capital Management
4844
Yakira Capital Management
Connecticut
$351M +$9.29M +3% 2.32% 74.1% 262 48.09% 0.8
PAM
4845
Pegasus Asset Management
New York
$351M +$38.2M +12% 14.2% 89% 77 15.58% 4.9
AFP
4846
Advus Financial Partners
Florida
$351M +$86.9M +33% 11.2% 56.5% 147 56.46% 1.3
StrongBox Wealth
4847
StrongBox Wealth
Missouri
$351M +$38.4M +12% 9.31% 57.8% 267 64.04% 1.3
FCM
4848
Fieldview Capital Management
Michigan
$351M +$8.13M +2% 14.3% – 748 69.65% 0.2
Davis Rea
4849
Davis Rea
Ontario, Canada
$351M -$33M -9% 5.67% 66.9% 62 40.32% 3.3
MTM Investment Management
4850
MTM Investment Management
South Carolina
$350M +$34.8M +11% 12.3% 80.5% 739 8.12% 2.2