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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)
Spider Management Company
5101
Spider Management Company
Virginia
$232M -$8.91M -4% 3.66% – 4 0% 1.2
Barrett & Company
5102
Barrett & Company
Rhode Island
$232M -$4.69M -2% 2.56% 83.6% 625 3.52% 2.1
Pioneer Wealth Management Group
5103
Pioneer Wealth Management Group
Texas
$232M – – 0.46% – 38 – 1.7
Rooted Wealth Advisors
5104
Rooted Wealth Advisors
Illinois
$232M -$23.6M -9% 1.67% 57.3% 97 10.31% 1.5
Etesian Wealth Advisors
5105
Etesian Wealth Advisors
Oregon
$232M +$5.9M +3% 1.1% 60.6% 146 8.9% 1.7
Westwood Wealth Management
5106
Westwood Wealth Management
California
$232M -$44.9M -16% 13.9% 495% 50 14% 2.1
Malaga Cove Capital
5107
Malaga Cove Capital
California
$231M -$23.4M -9% 7.8% 97.3% 215 28.37% 2.4
Stonebridge Capital Management
5108
Stonebridge Capital Management
California
$231M -$12.9M -5% 1.32% – 85 7.06% 8.3
Elevation Wealth Partners
5109
Elevation Wealth Partners
California
$231M -$5.36M -2% 2.43% 69.9% 520 8.65% 1.4
WCM
5110
Westerly Capital Management
California
$231M +$14.7M +7% 7.26% 116% 53 45.28% 1.5
Palogic Value Management
5111
Palogic Value Management
Texas
$231M -$32.6M -12% 7.06% 31.3% 183 18.03% 1.8
Daventry Group
5112
Daventry Group
New York
$231M -$30.6M -12% 10.9% 26.2% 10 40% 1.4
Axis Capital Holdings
5113
Axis Capital Holdings
$231M -$158K -0.1% 4.23% 76% 3 33.33% 6.6
Searcy Financial Services
5114
Searcy Financial Services
Kansas
$231M +$14.6M +7% 1.47% 60.2% 28 14.29% 2.8
Praetorian PR
5115
Praetorian PR
Puerto Rico
$231M -$18.7M -7% 2.87% 80.3% 34 55.88% 0.6
Ardent Capital Management
5116
Ardent Capital Management
Ohio
$231M +$11.3M +5% 5.34% 87.2% 46 13.04% 1.9
Alexander Labrunerie & Co
5117
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 2.08% – 112 12.5% 0.8
Crestmont Private Wealth
5118
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 1.5% 54.8% 88 26.14% 1.5
Periscope Capital
5119
Periscope Capital
Ontario, Canada
$231M +$50.3M +28% 2.96% 26.5% 251 37.45% 0.9
Arkfeld Wealth Strategies
5120
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 0.25% 90.8% 99 7.07% 2.9
OneAscent Wealth Management
5121
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 0.65% 50.6% 168 13.69% 1.1
New Republic Capital
5122
New Republic Capital
North Carolina
$231M +$77.5M +51% 2.4% 91.4% 258 14.34% 1.5
Hanover Advisors
5123
Hanover Advisors
South Carolina
$231M -$7.76M -3% 2.76% – 97 9.28% 1.1
Financial Partners Group (Tennessee)
5124
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 0.41% – 96 17.71% 1.8
Forum Private Client Group
5125
Forum Private Client Group
Indiana
$230M +$5.78M +3% 0.27% 47.9% 78 6.41% 1.1