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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)
SCI
4876
Silver Coast Investments
United States
$275M +$11.7M +4% 4.99% – 111 13.51% 1.1
LifeWealth Investments
4877
LifeWealth Investments
Florida
$275M +$67.2M +32% 7.9% – 163 29.45% 0.3
IWN
4878
Independent Wealth Network
Iowa
$275M +$24.1M +10% 8.16% 78.2% 263 8.75% 2.3
Watershed Private Wealth
4879
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 10.9% 71.4% 116 13.79% 1.8
Vert Asset Management
4880
Vert Asset Management
California
$275M -$16.3M -6% 0.68% 43.1% 45 0% 2.8
Sykon Capital
4881
Sykon Capital
New York
$274M +$10.9M +4% 8.93% 63.7% 97 48.45% 0.8
Nine Masts Capital
4882
Nine Masts Capital
Hong Kong
$274M +$123M +82% 16% 88.1% 129 69.77% 0.3
Ironwood Wealth Management (Arizona)
4883
Ironwood Wealth Management (Arizona)
Arizona
$274M -$51.8M -16% 5.5% 34.2% 43 4.65% 6
CIA
4884
Cape Investment Advisory
Georgia
$274M +$22.9M +9% 8.58% 72.5% 1,272 18.79% 1.5
Selective Wealth Management
4885
Selective Wealth Management
Virginia
$274M +$44M +19% 8.74% 74.4% 106 4.72% 3.3
AW
4886
Atlas Wealth
Ohio
$274M +$17.4M +7% 4.63% 43.5% 112 16.96% 1.5
Financial Insights
4887
Financial Insights
Washington
$274M +$22.5M +9% 9.63% 82.1% 134 22.39% 3.1
TSA Wealth Management
4888
TSA Wealth Management
Texas
$274M +$22.2M +9% 8.03% 62.4% 85 15.29% 1
Hassell Wealth Management
4889
Hassell Wealth Management
Louisiana
$274M +$39.3M +17% 7.16% 49.7% 26 3.85% 2
Royal Harbor Partners
4890
Royal Harbor Partners
Texas
$274M +$15.4M +6% 7.47% 54.6% 53 20.75% 1.9
Gladius Capital Management
4891
Gladius Capital Management
Illinois
$273M -$103M -27% 12.7% 78% 74 8.11% 2.2
Starr Indemnity & Liability Company
4892
Starr Indemnity & Liability Company
New York
$273M +$66.7M +32% 6.48% – 8 87.5% 0.1
Beta Wealth Group
4893
Beta Wealth Group
California
$273M -$5.38M -2% 6.42% 45.4% 118 22.03% 2.2
Enzi Wealth
4894
Enzi Wealth
Texas
$273M +$25.9M +10% 7.57% 77% 70 8.57% 2
Encompass Wealth Advisors
4895
Encompass Wealth Advisors
Oregon
$273M +$27.1M +11% 10.4% 68.7% 105 5.71% 3.5
Canopy Partners
4896
Canopy Partners
Ohio
$273M +$16M +6% 11.1% 108% 236 11.86% 1.2
Olympus Peak Asset Management
4897
Olympus Peak Asset Management
Connecticut
$273M +$37M +16% 29.9% – 1 0% 0.8
First National Bank Sioux Falls
4898
First National Bank Sioux Falls
South Dakota
$272M +$25.4M +10% 8.7% 70.3% 141 11.35% 4.6
Private Wealth Advisors (California)
4899
Private Wealth Advisors (California)
California
$272M -$4.07M -1% 7.39% 63.6% 91 13.19% 3.5
Cederberg Capital
4900
Cederberg Capital
United Kingdom
$272M +$13.5M +5% 11.8% 273% 8 0% 1.9