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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)
HIS
5126
Horizon Investment Services
Indiana
$212M +$7.77M +4% 7.46% 250% 127 24.41% 3.1
Freemont Management
5127
Freemont Management
Switzerland
$212M -$489M -70% 9.35% 113% 92 30.43% 1.6
Buttonwood Financial Advisors
5128
Buttonwood Financial Advisors
Maryland
$212M -$802K -0.4% 0.77% 73.4% 107 11.21% 1.7
GS Investments
5129
GS Investments
Minnesota
$212M +$4.49M +2% 5.18% 94.1% 138 5.8% 3.5
Long Walk Management
5130
Long Walk Management
Connecticut
$212M +$11.3M +6% 3.45% 302% 11 27.27% 1.4
StrongBox Wealth
5131
StrongBox Wealth
Missouri
$212M +$22.1M +12% 3.24% 57.8% 91 15.38% 2.6
Lumbard & Kellner
5132
Lumbard & Kellner
New Hampshire
$212M +$6.21M +3% 0.09% 137% 80 20% 3
Tanglewood Legacy Advisors
5133
Tanglewood Legacy Advisors
Texas
$212M +$8.67M +4% 2.3% 61.1% 300 7% 1.3
Theory Financial
5134
Theory Financial
Colorado
$212M +$15.2M +8% 1.72% 54.5% 80 23.75% 1.1
Perry Creek Capital
5135
Perry Creek Capital
New York
$212M -$26.1M -11% 9.72% 51.2% 13 0% 3.4
GAMC
5136
Garner Asset Management Corp
Texas
$212M +$8.52M +4% 3.46% 95.3% 156 4.49% 4.6
Meros Investment Management
5137
Meros Investment Management
Texas
$211M -$12.2M -5% 2.38% 102% 42 11.9% 1.6
Jones Road Capital Management
5138
Jones Road Capital Management
New York
$211M +$77.7M +58% 1.9% 88.5% 42 33.33% 1.3
TPG Financial Advisors
5139
TPG Financial Advisors
Oregon
$211M – – 0.62% – 68 – 2.4
Proathlete Wealth Management
5140
Proathlete Wealth Management
Florida
$211M +$23.2M +12% 2.1% 73.9% 59 8.47% 0.5
Cypress Point Wealth Management
5141
Cypress Point Wealth Management
Texas
$211M +$15.9M +8% 2.96% 226% 74 6.76% 1.2
Elevation Wealth Partners
5142
Elevation Wealth Partners
California
$211M +$11M +5% 2.42% 69.9% 544 18.38% 0.9
Beta Wealth Group
5143
Beta Wealth Group
California
$211M +$5.37M +3% 0.29% 45.4% 106 7.55% 2
KKM Financial
5144
KKM Financial
Illinois
$211M +$5.76M +3% 2.88% – 149 5.37% 0.4
Prairiewood Capital
5145
Prairiewood Capital
North Dakota
$211M -$2.4M -1% 1.75% 42.6% 86 15.12% 2
Sterling Wealth Management
5146
Sterling Wealth Management
Illinois
$211M +$9.7M +5% 0.45% – 101 4.95% 0.5
St. Johns Investment Management
5147
St. Johns Investment Management
Florida
$211M +$2.17M +1% 2.82% 80.9% 226 11.5% 5.5
25 LLC
5148
25 LLC
Missouri
$211M +$6.23M +3% 0.13% 48.7% 54 9.26% 0.9
Silphium Asset Management
5149
Silphium Asset Management
United Kingdom
$211M +$12.6M +6% 4.18% 128% 64 45.31% 0.7
Horizon Bancorp
5150
Horizon Bancorp
Indiana
$210M +$541K +0.3% 0.03% 33.4% 251 12.75% 2.6