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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)
Carnegie Lake Advisors
5126
Carnegie Lake Advisors
New Jersey
$253M +$6.19M +3% 4.82% – 171 9.94% 0.7
MKT Advisors
5127
MKT Advisors
California
$253M +$39.4M +18% 6.54% 55.5% 173 20.23% 2.3
Retirement Capital Strategies
5128
Retirement Capital Strategies
California
$252M -$3.75M -1% 6% 59% 86 36.05% 2.7
G&S Capital
5129
G&S Capital
Colorado
$252M +$16.9M +7% 7.42% 85.6% 133 14.29% 2.9
Beddow Capital Management
5130
Beddow Capital Management
Wyoming
$252M -$14.9M -6% 1.14% 50.7% 57 3.51% 6
Elmwood Wealth Management
5131
Elmwood Wealth Management
California
$252M +$8.48M +3% 6.55% 42.1% 135 9.63% 3.9
Sunpointe
5132
Sunpointe
Missouri
$252M +$64.4M +34% 14.6% 122% 245 27.76% 0.8
1 North Wealth Services
5133
1 North Wealth Services
Maryland
$252M +$35.9M +17% 5.43% – 283 6.71% 1.1
Geneva Partners
5134
Geneva Partners
Wisconsin
$252M +$58M +30% 22.4% 417% 76 26.32% 2.1
Beacon Bridge Wealth Partners
5135
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 8.44% 52% 93 15.05% 1.8
Trinity Wealth Management
5136
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 8.1% 56.7% 64 18.75% 2.5
Kaleidoscope Capital
5137
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 25.8% – 9 0% 2.8
Morris Financial Concepts
5138
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 8.53% 56.5% 203 5.42% 2.4
Rise Advisors
5139
Rise Advisors
New York
$252M +$25.5M +11% 7.64% 62.8% 1,661 16.98% 1.4
GPM Growth Investors
5140
GPM Growth Investors
Michigan
$252M +$23.7M +10% 13.8% – 44 4.55% 3.3
Texas Bank & Trust
5141
Texas Bank & Trust
Texas
$252M +$15.2M +6% 9.07% – 186 10.22% 0.5
Ted Buchan & Co
5142
Ted Buchan & Co
California
$252M +$40.1M +19% 7.67% 65.2% 97 16.49% 1.6
Invenio Wealth Partners
5143
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 6.56% 55.5% 106 25.47% 1.3
REDW Wealth
5144
REDW Wealth
New Mexico
$251M -$17.2M -6% 7.56% 54.1% 109 8.26% 3.9
Equita Financial Network
5145
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 8.33% 50.5% 95 24.21% 1.2
Paragon Private Wealth Management
5146
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 13.4% 104% 201 15.42% 1.8
Howard Hughes Medical Institute
5147
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 10.6% 70.9% 502 99.8% 0
Ranmore Fund Management
5148
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 5.2% – 19 47.37% 0.3
University of Illinois Foundation
5149
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 11% – 17 76.47% 0.3
PHC
5150
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 43% – 4 100% 0