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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)
Davis Rea
4851
Davis Rea
Ontario, Canada
$351M -$33M -9% 5.67% 66.9% 62 40.32% 3.3
MTM Investment Management
4852
MTM Investment Management
South Carolina
$350M +$34.8M +11% 12.3% 87.7% 739 8.12% 2.2
SCM
4853
Stonehill Capital Management
New York
$350M +$153M +77% 1.3% 117% 21 57.14% 0.5
Attestor Capital
4854
Attestor Capital
Cayman Islands
$350M -$29.4M -8% 11.6% – 9 66.67% 0.4
Oxler Private Wealth
4855
Oxler Private Wealth
New York
$350M +$30.6M +10% 13.7% 119% 97 9.28% 4
PKO BP Bankowy Universal Pension Society
4856
PKO BP Bankowy Universal Pension Society
Poland
$350M +$136M +64% 133% – 13 0% 1.3
Kirkwood Financial Services
4857
Kirkwood Financial Services
Texas
$350M +$58.1M +20% 16.3% – 43 11.63% 0.9
Your Advocates Ltd
4858
Your Advocates Ltd
Texas
$350M +$22M +7% 7.96% 53.6% 249 22.89% 3.1
Yukon Wealth Management
4859
Yukon Wealth Management
Kansas
$349M +$182M +109% 13.3% – 135 43.7% 0.7
Arrowroot Family Office
4860
Arrowroot Family Office
California
$349M +$46.8M +15% 11.1% – 182 18.68% 1.9
Denver Wealth Management
4861
Denver Wealth Management
Colorado
$349M +$58.6M +20% 16.3% 64.4% 117 21.37% 2.5
Planned Solutions
4862
Planned Solutions
California
$349M +$43.4M +14% 14.8% 68.3% 164 20.73% 2.7
Robinswood Financial
4863
Robinswood Financial
Washington
$349M +$31.1M +10% 7.84% 43.2% 457 12.25% 2
USAdvisors Wealth Management
4864
USAdvisors Wealth Management
Minnesota
$349M +$47.8M +16% 12.7% 59.6% 150 12.67% 3.1
Riverview Capital Advisers
4865
Riverview Capital Advisers
Massachusetts
$349M +$49.1M +16% 28.2% 84.8% 95 16.84% 2.6
Auour Investments
4866
Auour Investments
Massachusetts
$349M +$30.8M +10% 7.66% 39.2% 98 10.2% 2.2
Future Fund LLC
4867
Future Fund LLC
Illinois
$349M +$64.4M +23% 20.1% 93.1% 137 21.17% 1.1
TIM
4868
Timelo Investment Management
Ontario, Canada
$349M +$222M +175% 2.9% 104% 65 46.15% 0.4
Parkshore Wealth Management
4869
Parkshore Wealth Management
California
$348M +$49M +16% 10.7% – 72 4.17% 1.3
PCJ Investment Counsel
4870
PCJ Investment Counsel
Ontario, Canada
$348M -$4.17M -1% 4.56% 164% 68 22.06% 3.3
Tieton Capital Management
4871
Tieton Capital Management
Washington
$348M +$49.2M +16% 18.5% 172% 38 10.53% 5.4
Pines Wealth Management
4872
Pines Wealth Management
North Carolina
$348M +$38.8M +13% 17.9% – 232 12.5% 1.3
First United Bank & Trust
4873
First United Bank & Trust
Maryland
$348M +$39.7M +13% 14.1% 78% 425 8.24% 3.9
Dorval Corp
4874
Dorval Corp
Minnesota
$347M +$25.2M +8% 5.69% 29.6% 49 8.16% 1.7
Highview Capital Management
4875
Highview Capital Management
Illinois
$347M +$72.3M +26% 24.7% 123% 133 35.34% 2.1