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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)
Carlson Capital
5126
Carlson Capital
Texas
$271M +$28.8M +12% 1.79% 67.9% 98 69.39% 0.3
Sonata Capital Group
5127
Sonata Capital Group
Washington
$271M +$20.5M +8% 6.84% 66.5% 124 4.84% 5.6
Seaview Investment Managers
5128
Seaview Investment Managers
Florida
$271M -$201M -43% 8.02% 148% 140 50.71% 1.3
Brown Financial Advisors
5129
Brown Financial Advisors
Ohio
$271M +$14.5M +6% 6% – 171 33.33% 0.8
Guerra Advisors
5130
Guerra Advisors
Florida
$271M +$59.1M +28% 9.81% – 932 91.2% 0
Adapt Wealth Advisors
5131
Adapt Wealth Advisors
Georgia
$271M +$47M +21% 6.89% – 112 49.11% 0.7
ShoreHaven Wealth Partners
5132
ShoreHaven Wealth Partners
New Jersey
$271M +$26.5M +11% 7.75% 72.4% 110 18.18% 2.1
Alexander Labrunerie & Co
5133
Alexander Labrunerie & Co
Missouri
$271M +$26.7M +11% 9.11% – 125 14.4% 1.1
Enstar Group
5134
Enstar Group
Bermuda
$271M -$1.26M -0.5% 0.06% 29.5% 11 0% 3.3
G&S Capital
5135
G&S Capital
Colorado
$271M +$18.2M +7% 6.83% 85.6% 137 16.06% 2.8
Zullo Investment Group
5136
Zullo Investment Group
Pennsylvania
$270M +$23.9M +10% 11.2% 143% 159 8.81% 3.1
Wind River Trust Company
5137
Wind River Trust Company
Wyoming
$270M +$21M +8% 6.95% 62.1% 10 10% 9.1
Holowesko Partners
5138
Holowesko Partners
Bahamas
$270M -$30.1M -10% 13.4% 51.1% 30 16.67% 3.9
PCA Investment Advisory Services
5139
PCA Investment Advisory Services
Ohio
$270M +$33M +14% 7.65% 71.4% 53 5.66% 2
Kirkwood Financial Services
5140
Kirkwood Financial Services
Texas
$270M +$39.5M +17% 7.09% – 40 30% 0.4
Strategic Equity Management
5141
Strategic Equity Management
Arizona
$270M -$1.86M -0.7% 7.05% 70.3% 71 9.86% 1.5
STF Management
5142
STF Management
Texas
$270M +$16.3M +6% 11.6% 208% 102 1.96% 2.5
Diametric Capital
5143
Diametric Capital
Massachusetts
$270M +$82.3M +44% 17.9% 175% 505 63.76% 0.4
Kathleen S. Wright Associates
5144
Kathleen S. Wright Associates
Pennsylvania
$270M +$13.4M +5% 5.57% 66% 249 6.83% 2.5
AFP
5145
Advus Financial Partners
Florida
$270M +$16.3M +6% 6.04% 56.5% 68 10.29% 2.5
OMC Financial Services
5146
OMC Financial Services
New York
$269M +$24.7M +10% 10.7% – 70 11.43% 1.3
WPA
5147
WIT Partners Advisory
Singapore
$269M -$19.4M -7% 11.8% 22.7% 13 92.31% 0.1
LFP
5148
Lakeshore Financial Planning
Michigan
$269M +$20.6M +8% 6.48% 65.4% 85 11.76% 1.5
Post Oak Energy Holdings
5149
Post Oak Energy Holdings
Texas
$269M -$17.3M -6% 6.02% 64.6% 1 0% 2.8
Tyro Capital Management
5150
Tyro Capital Management
Florida
$269M +$14.3M +6% 1.58% – 12 33.33% 1