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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)
Tanglewood Legacy Advisors
5151
Tanglewood Legacy Advisors
Texas
$276M +$10.1M +4% 1.02% 61.1% 273 3.66% 2.7
Five Oceans Advisors
5152
Five Oceans Advisors
California
$276M -$6.57M -2% 0.76% 85.3% 204 11.27% 2.7
Envision Financial Planning
5153
Envision Financial Planning
Tennessee
$276M +$11.9M +4% 0.67% 32.1% 52 11.54% 1.7
AA
5154
Alta Advisers
United Kingdom
$276M +$406K +0.1% 2.08% 129% 217 13.36% 2.7
Arcadia Wealth Management (New Hampshire)
5155
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276M +$7.57M +3% 1.76% 55.5% 69 11.59% 2.1
Metavasi Capital
5156
Metavasi Capital
New York
$276M +$30.9M +13% 10% 840% 31 45.16% 1
RiverPark Advisors
5157
RiverPark Advisors
New York
$276M -$71.7M -21% 1.94% 87.5% 173 26.01% 2.4
Flagstar Advisors
5158
Flagstar Advisors
New York
$276M -$22.5M -8% 0.91% 81.9% 189 14.29% 3.3
FCT
5159
Family Capital Trust
Massachusetts
$276M -$30.1M -10% 6.38% 39.1% 90 4.44% 4.4
Adapt Wealth Advisors
5160
Adapt Wealth Advisors
Georgia
$276M -$14.6M -5% 1.63% – 113 11.5% 1.1
LFP
5161
Lakeshore Financial Planning
Michigan
$276M -$4.02M -1% 2.19% 65.4% 93 16.13% 1.8
First Sabrepoint Capital Management
5162
First Sabrepoint Capital Management
Texas
$276M +$16.4M +6% 18.2% 218% 40 55% 0.9
Arohi Asset Management
5163
Arohi Asset Management
Singapore
$275M -$57.8M -17% 29.5% – 7 14.29% 1
Victrix Investment Advisors
5164
Victrix Investment Advisors
Florida
$275M +$17.2M +7% 0.4% – 114 14.91% 0.8
Ted Buchan & Co
5165
Ted Buchan & Co
California
$275M +$2.89M +1% 2.32% 65.2% 96 16.67% 2
Heathbridge Capital Management
5166
Heathbridge Capital Management
Ontario, Canada
$275M +$13.5M +5% 4.26% 73.6% 31 12.9% 5.3
Highview Capital Management
5167
Highview Capital Management
Illinois
$275M -$8.39M -3% 0.6% 123% 117 23.93% 2.5
Renesas Electronics America
5168
Renesas Electronics America
California
$275M -$18.4M -6% 6.26% – 1 0% 0.3
Praetorian PR
5169
Praetorian PR
Puerto Rico
$275M +$68.6M +33% 30.7% 80.3% 21 61.9% 0.6
Allred Capital Management
5170
Allred Capital Management
Texas
$275M -$1.96M -0.7% 0.28% 73.5% 162 8.64% 5.2
325 Capital
5171
325 Capital
New York
$274M -$10.9M -4% 13.4% 226% 13 7.69% 2.5
Maestria Partners
5172
Maestria Partners
Georgia
$274M -$67.3M -20% 13.9% – 18 44.44% 0.9
Jessup Wealth Management
5173
Jessup Wealth Management
Ohio
$274M -$28.5M -9% 4.06% 181% 388 80.67% 1.7
OL
5174
Odyssean LLC
Connecticut
$274M +$135M +97% 4.95% – 486 61.73% 0.1
BKM Wealth Management
5175
BKM Wealth Management
Wisconsin
$274M +$350K +0.1% 0.84% 69.6% 153 7.84% 1.9