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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)
Juncture Wealth Strategies
4951
Juncture Wealth Strategies
Arizona
$304M +$5.31M +2% 1.85% 76.5% 143 15.38% 3
Fortress Private Ledger
4952
Fortress Private Ledger
North Carolina
$304M +$29.4M +11% 2.91% – 230 16.96% 0.7
Jackson Grant Investment Advisers
4953
Jackson Grant Investment Advisers
Connecticut
$304M +$4.29M +1% 1.67% 54.3% 423 8.98% 4.9
USAdvisors Wealth Management
4954
USAdvisors Wealth Management
Minnesota
$304M +$13.5M +5% 1.67% 59.6% 144 12.5% 2.9
Solitude Financial Services
4955
Solitude Financial Services
Virginia
$303M +$11.1M +4% 2.66% 62.4% 40 12.5% 2.8
Roth Financial Partners
4956
Roth Financial Partners
Texas
$303M +$6.39M +2% 2.09% 61% 33 6.06% 3.5
Vista Investment Management
4957
Vista Investment Management
Pennsylvania
$303M +$16.5M +6% 3.88% 54.4% 184 9.78% 5.2
OCM
4958
Ogborne Capital Management
California
$303M -$379M -56% 9.69% 251% 16 43.75% 1.1
Milestones Administradora de Recursos
4959
Milestones Administradora de Recursos
Brazil
$303M +$17.2M +6% 4.6% 116% 18 0% 2.4
Game Creek Capital
4960
Game Creek Capital
Massachusetts
$303M +$16.9M +6% 10.8% 176% 107 27.1% 3
Spruce Street Capital
4961
Spruce Street Capital
New York
$303M – – 66.4% – 27 – 0
Royal Harbor Partners
4962
Royal Harbor Partners
Texas
$303M +$7.66M +3% 1.81% 54.6% 53 9.43% 2.3
Jessup Wealth Management
4963
Jessup Wealth Management
Ohio
$302M +$34M +13% 5.43% 181% 387 79.84% 0.3
Costello Asset Management
4964
Costello Asset Management
Pennsylvania
$302M +$3.74M +1% 5.17% 81.5% 728 13.87% 1.5
Westshore Wealth
4965
Westshore Wealth
California
$302M +$9.6M +3% 3.7% 58.8% 113 18.58% 3
Investment Research & Advisory Group
4966
Investment Research & Advisory Group
Georgia
$302M +$7.04M +2% 3.79% 105% 287 16.72% 2.8
RL
4967
Rogco LP
Oklahoma
$302M +$17.3M +6% 2.16% 53.3% 209 9.57% 1.8
Leisure Capital Management
4968
Leisure Capital Management
California
$302M +$10M +3% 3.56% 111% 158 15.19% 5.1
TSA Wealth Management
4969
TSA Wealth Management
Texas
$302M +$8.07M +3% 2.01% 62.4% 99 20.2% 1.3
Idaho Trust Bank
4970
Idaho Trust Bank
Idaho
$302M +$4.91M +2% 0.85% 50.5% 112 9.82% 1.2
TFR Capital
4971
TFR Capital
Texas
$302M +$2.39M +0.8% 3.43% – 171 10.53% 0.8
Bishop & Co Investment Management
4972
Bishop & Co Investment Management
Pennsylvania
$302M +$2.93M +1% 1.04% 53.7% 28 3.57% 6.1
Castle Wealth Management
4973
Castle Wealth Management
Florida
$302M +$5.65M +2% 1.89% 53.6% 132 3.03% 2.5
GL
4974
GHE LLC
Tennessee
$302M +$54.2M +22% 0.6% 188% 54 37.04% 2.2
BCH
4975
Berkshire Capital Holdings
California
$302M -$27.5M -8% 4.21% 2,748% 123 21.14% 2.6