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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)
WD Rutherford
5126
WD Rutherford
Oregon
$175M -$22.5M -11% 8.44% 189% 138 13.04% 1
Sandbox Financial Partners
5127
Sandbox Financial Partners
Maryland
$175M +$15.6M +10% 4.8% 69.6% 114 23.68% 0.8
OLIO Financial Planning
5128
OLIO Financial Planning
Virginia
$175M +$6.58M +4% 4.48% 52.9% 49 20.41% 0.2
Valtinson Bruner Financial Planning
5129
Valtinson Bruner Financial Planning
Minnesota
$175M -$7.92M -4% 2.42% 36.2% 103 15.53% 1.7
Libra Wealth
5130
Libra Wealth
California
$175M +$19.8M +13% 5.45% 58.2% 38 36.84% 0.2
APSI
5131
Asset Planning Services Inc
Louisiana
$175M -$11.1M -6% 0.61% 138% 47 27.66% 3.1
Braemar Energy Ventures III
5132
Braemar Energy Ventures III
New York
$174M -$811K -0.5% 4.36% – 1 0% 0.3
JGP Global Gestao de Recursos
5133
JGP Global Gestao de Recursos
Brazil
$174M -$41M -19% 17.8% 261% 89 49.44% 1.2
Briaud Financial Planning
5134
Briaud Financial Planning
Texas
$174M -$9.9M -5% 2.05% 113% 30 20% 1.2
Tru Independence Asset Management 2
5135
Tru Independence Asset Management 2
Oregon
$174M -$14.6M -8% 1.32% – 144 40.97% 0.7
L2 Asset Management
5136
L2 Asset Management
Massachusetts
$174M +$30.7M +21% 0.02% 128% 154 37.01% 0.6
Eudaimonia Advisors
5137
Eudaimonia Advisors
Tennessee
$174M +$3.85M +2% 0.74% – 180 18.33% 0.2
Phraction Management
5138
Phraction Management
Connecticut
$174M +$8.68M +5% 4.74% 106% 79 30.38% 0.2
ICW Investment Advisors
5139
ICW Investment Advisors
Arizona
$174M -$5.36M -3% 2.81% 58.6% 135 2.96% 2
Keystone Financial Services (Colorado)
5140
Keystone Financial Services (Colorado)
Colorado
$174M -$21.3M -11% 2.75% 66% 90 23.33% 0.2
AH Equity Partners Bio II
5141
AH Equity Partners Bio II
California
$174M -$18.5M -10% 31.1% – 4 0% 0.3
Hancock Whitney Investment Services
5142
Hancock Whitney Investment Services
Louisiana
$173M -$402M -70% 4.44% – 297 80.13% 0.2
Tiller Private Wealth
5143
Tiller Private Wealth
Pennsylvania
$173M +$14.8M +9% 6.21% 60.2% 59 15.25% 2.2
Quantamental Technologies
5144
Quantamental Technologies
New York
$173M -$24.1M -12% 5.65% 24.2% 602 79.4% 0.2
Kennicott Capital Management
5145
Kennicott Capital Management
California
$173M +$7.61M +5% 6.54% 98% 47 8.51% 0.9
AREX Capital Management
5146
AREX Capital Management
New York
$173M -$49.4M -22% 13.3% 36.2% 24 54.17% 0.8
1776 Wealth
5147
1776 Wealth
Georgia
$173M -$12.8M -7% 6.74% 90.4% 135 13.33% 1.7
Colonial River Investments
5148
Colonial River Investments
Virginia
$173M -$12.6M -7% 2.34% 156% 238 23.53% 0.3
Blue Door Asset Management
5149
Blue Door Asset Management
Connecticut
$173M +$64.2M +59% 9.66% 127% 32 40.63% 0.2
Everhart Financial Group
5150
Everhart Financial Group
Ohio
$173M +$7.36M +4% 4.48% 123% 137 25.55% 0.8