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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)
GWM
4826
Gray Wealth Management
Maine
$264M +$10.3M +4% 1.2% 22.1% 143 9.09% 3.3
Horan Securities
4827
Horan Securities
United States
$264M +$4.26M +2% 0.71% 50.1% 143 11.89% 3.4
Vista Investment Management
4828
Vista Investment Management
Pennsylvania
$264M -$1.76M -0.7% 0.23% 54.4% 180 5% 4.5
Gainplan
4829
Gainplan
Michigan
$263M +$51.9M +25% 3.86% 103% 76 43.42% 1.8
Trinity Financial Advisors
4830
Trinity Financial Advisors
Ohio
$263M +$39.9M +18% 0.27% 74.5% 89 10.11% 1.8
Transatlantique Private Wealth
4831
Transatlantique Private Wealth
New York
$263M +$1.53M +0.6% 2.65% 88.6% 222 15.32% 1.8
Cabot-Wellington
4832
Cabot-Wellington
Massachusetts
$263M -$2.91M -1% 0.23% 73.1% 4 0% 5.4
Seafarer Capital Partners
4833
Seafarer Capital Partners
California
$263M -$86.6M -25% 20.9% 61.3% 7 0% 3
ARQ Wealth Advisors
4834
ARQ Wealth Advisors
Arizona
$263M -$1.59M -0.6% 1.12% 59.3% 106 17.92% 1.9
OnyxPoint Global Management
4835
OnyxPoint Global Management
New York
$263M +$20.7M +9% 9.06% 162% 29 37.93% 0.6
Greenfield Seitz Capital Management
4836
Greenfield Seitz Capital Management
Texas
$263M -$10.3M -4% 0.99% 88.5% 107 13.08% 0.9
Alpha DNA Investment Management
4837
Alpha DNA Investment Management
Maryland
$263M -$4.42M -2% 7% 134% 265 55.85% 0.8
Bandera Partners
4838
Bandera Partners
New York
$263M -$2.26M -0.9% 1.36% 55.4% 19 10.53% 3.4
RBA Wealth Management
4839
RBA Wealth Management
California
$263M +$3.17M +1% 1.68% 91% 94 11.7% 2.4
Enzi Wealth
4840
Enzi Wealth
Texas
$263M +$6.84M +3% 0.31% 77% 74 9.46% 1.5
Empower Annuity Insurance Company
4841
Empower Annuity Insurance Company
Connecticut
$262M -$15.1M -5% 5.43% 0.86% 1 0% 2
Bayberry Capital Partners
4842
Bayberry Capital Partners
New York
$262M -$34M -11% 4.03% 99.7% 25 64% 0.5
Oldfather Financial Services
4843
Oldfather Financial Services
Nebraska
$262M +$2.58M +1% 1.03% 60.8% 78 2.56% 3.4
Bourne Lent Asset Management
4844
Bourne Lent Asset Management
New York
$262M -$1.19M -0.5% 2.63% 95.1% 62 1.61% 6.8
Walnut Level Capital
4845
Walnut Level Capital
Colorado
$262M +$23.4M +10% 6.44% – 53 49.06% 0.5
Bishop & Co Investment Management
4846
Bishop & Co Investment Management
Pennsylvania
$262M -$454K -0.2% 1.36% 53.7% 25 0% 5.8
Miller Equity Capital Advisors
4847
Miller Equity Capital Advisors
Texas
$262M +$5.84M +2% 3.28% 23.7% 56 0% 4
FC
4848
Fore Capital
New York
$262M +$23.3M +10% 1.8% 25.4% 61 39.34% 0.6
Canopy Partners
4849
Canopy Partners
Ohio
$262M +$29.6M +13% 2.18% 108% 228 14.47% 0.8
Aster Capital Management
4850
Aster Capital Management
United Arab Emirates
$262M -$200M -43% 2.68% – 1,620 67.22% 0.1