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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)
Amiral Gestion
5076
Amiral Gestion
France
$275M +$43.3M +19% 1.21% – 29 34.48% 0.5
Osprey Private Wealth
5077
Osprey Private Wealth
New York
$275M +$91.5M +50% 8.32% – 66 25.76% 0.7
Heritage Oak Wealth Advisors
5078
Heritage Oak Wealth Advisors
Florida
$275M +$16.2M +6% 6.62% – 90 24.44% 0.6
Sittner & Nelson
5079
Sittner & Nelson
Oregon
$275M +$26.5M +11% 9.42% 88.1% 515 7.57% 3.5
Buckhead Capital Management
5080
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 6.9% 76.1% 136 12.5% 5.2
Gallatin Point Capital
5081
Gallatin Point Capital
Connecticut
$275M -$171M -38% 25.3% – 2 0% 0.8
Sonoma Allocations
5082
Sonoma Allocations
California
$275M – – 6.94% – 137 – 0
Invenio Wealth Partners
5083
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 5.94% 55.5% 98 7.14% 1.5
Power Wealth Management
5084
Power Wealth Management
Georgia
$275M +$14.5M +6% 5.01% 41.8% 96 13.54% 1.4
Fortress Private Ledger
5085
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 17.9% – 205 11.22% 0.6
Multicoin Capital Management
5086
Multicoin Capital Management
Texas
$274M +$150M +120% 178% – 3 33.33% 0.8
Arkfeld Wealth Strategies
5087
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 9.33% 90.8% 115 8.7% 2.9
Lowe Wealth Advisors
5088
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 6.52% 63.3% 404 11.88% 4.9
TRV GP IV
5089
TRV GP IV
Massachusetts
$274M +$111M +68% 91.2% 1,102% 3 33.33% 2.3
Norris Financial Group
5090
Norris Financial Group
South Carolina
$274M +$29.8M +12% 13.3% 142% 108 33.33% 1.5
Empower Annuity Insurance Company
5091
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1.7% 0.86% 1 0% 2.8
Geneva Partners
5092
Geneva Partners
Wisconsin
$274M +$21.6M +9% 13.1% 417% 80 25% 2.4
Prosperity Financial Group
5093
Prosperity Financial Group
California
$273M +$38M +16% 10.6% 121% 191 17.28% 1.4
FSA Wealth Management
5094
FSA Wealth Management
Massachusetts
$273M +$17.1M +7% 8% – 593 11.13% 1.6
Square Wave Capital
5095
Square Wave Capital
New York
$273M +$169M +162% 10% – 8 12.5% 0.7
California First Leasing Corp
5096
California First Leasing Corp
California
$273M +$32.6M +14% 12.4% 377% 45 8.89% 2.3
InvesTrust
5097
InvesTrust
Oklahoma
$273M +$13.9M +5% 5.24% – 95 1.05% 0.7
5AM Venture Management
5098
5AM Venture Management
California
$273M +$12.9M +5% 38.4% 546% 29 13.79% 1.9
Boothe Investment Group
5099
Boothe Investment Group
Delaware
$273M +$10.6M +4% 8.17% 75.6% 39 5.13% 1.9
Keeler & Nadler Financial Planning & Wealth Management
5100
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 6.97% 72.1% 80 5% 2.2