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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)
Essential Partners
5151
Essential Partners
California
$250M – – 13.2% – 2,273 – 0
Sonata Capital Group
5152
Sonata Capital Group
Washington
$250M +$20.5M +9% 8.55% 66.5% 123 10.57% 5.4
LA
5153
LFL Advisers
Illinois
$250M +$21.6M +9% 7.73% 83% 8 0% 7.3
Stone Run Capital
5154
Stone Run Capital
New York
$250M +$12.8M +5% 8.22% 77.8% 72 13.89% 7.1
Cura Wealth Advisors
5155
Cura Wealth Advisors
Illinois
$250M +$2.96M +1% 1.3% – 133 33.83% 0.4
CCAM
5156
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 21.1% – 34 5.88% 0.9
IMZ Advisory
5157
IMZ Advisory
Florida
$250M +$29.4M +13% 10.4% – 42 7.14% 1.3
Keeler & Nadler Financial Planning & Wealth Management
5158
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 9.77% 72.1% 77 7.79% 2.1
Family Wealth Partners
5159
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 8.83% 58.5% 62 17.74% 1
TPG Financial Advisors
5160
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 6.72% – 72 18.06% 3.3
IGYL
5161
I.G.Y. Ltd
United Kingdom
$250M +$12.5M +5% 6.08% 80.5% 3 0% 5.3
Elevation Capital Advisory
5162
Elevation Capital Advisory
Oregon
$249M +$20.2M +9% 10.9% – 82 60.98% 0.5
Wind River Trust Company
5163
Wind River Trust Company
Wyoming
$249M +$16.3M +7% 9.6% 62.1% 9 0% 9.9
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5164
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$249M +$37.4M +18% 22% 215% 222 26.58% 1.5
Peloton Wealth Strategists
5165
Peloton Wealth Strategists
Indiana
$249M +$10.1M +4% 6.01% 51.3% 96 11.46% 3.7
Jessup Wealth Management
5166
Jessup Wealth Management
Ohio
$249M +$11.3M +5% 12.3% 181% 81 16.05% 1.2
Buttonwood Financial Advisors
5167
Buttonwood Financial Advisors
Maryland
$249M +$21.6M +9% 9.93% 73.4% 102 8.82% 2.6
Heathbridge Capital Management
5168
Heathbridge Capital Management
Ontario, Canada
$249M +$2.7M +1% 8.83% 73.6% 30 16.67% 5.8
LFP
5169
Lakeshore Financial Planning
Michigan
$249M +$8.72M +4% 6.63% 65.4% 79 3.8% 1.4
Ruggaard & Associates
5170
Ruggaard & Associates
Ohio
$249M +$20.5M +9% 6.3% 47.6% 121 9.09% 1.8
Sims Investment Management
5171
Sims Investment Management
Ohio
$249M +$24.9M +11% 8.29% – 45 13.33% 0.4
JNE Partners
5172
JNE Partners
United Kingdom
$249M +$56.7M +30% 16.4% 100% 8 12.5% 1.8
Aragon Global Management
5173
Aragon Global Management
Florida
$249M -$11.4M -4% 34.4% – 25 32% 1
Sittner & Nelson
5174
Sittner & Nelson
Oregon
$249M +$14.2M +6% 7.63% 88.1% 516 5.04% 3.2
Kings Path Partners
5175
Kings Path Partners
Texas
$248M +$44M +22% 7.15% – 293 15.7% 0.8