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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)
WFA Asset Management
5176
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 9.73% 60% 247 11.74% 0.9
Collaborative Wealth Management
5177
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 6.49% 41.6% 181 11.05% 1.5
Trinity Financial Advisors
5178
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 11.2% 74.5% 72 18.06% 0.7
Old North State Trust
5179
Old North State Trust
North Carolina
$152M +$36.4M +31% 8.75% – 456 27.41% 1
Bluestem Financial Advisors
5180
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 5.72% 42.2% 27 3.7% 2.4
EnCap Energy Capital Fund VIII
5181
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 1.26% 6.16% 3 0% 0.8
AM Squared
5182
AM Squared
Hong Kong
$152M – – 0.52% – 131 – 0
Blue Barn Wealth
5183
Blue Barn Wealth
Utah
$152M +$11.4M +8% 5.53% 46.4% 141 29.79% 1
Arkfeld Wealth Strategies
5184
Arkfeld Wealth Strategies
Nebraska
$152M +$7.53M +5% 6.15% 90.8% 73 6.85% 2.1
TKG Advisors
5185
TKG Advisors
Indiana
$152M +$25.7M +20% 9.27% 104% 102 47.06% 0.5
Family Capital Management
5186
Family Capital Management
Michigan
$152M – – 4.91% 70.5% 73 – 0
Ironwood Investment Management
5187
Ironwood Investment Management
Massachusetts
$152M +$8.71M +6% 12.4% 164% 173 9.83% 5.7
NCM
5188
NCM Capital Management
New Jersey
$152M +$19.4M +15% 11.6% 105% 179 13.41% 0.8
Stone House Capital Management
5189
Stone House Capital Management
Florida
$152M +$39M +35% 35.1% 151% 2 0% 0.9
WA1
5190
Wimmer Associates 1
California
$152M +$427K +0.3% 9.7% 78.9% 111 2.7% 5.1
Fairfield, Bush & Co
5191
Fairfield, Bush & Co
Connecticut
$151M +$9.9M +7% 10.4% 112% 127 12.6% 5.5
Grey Fox Wealth Advisors
5192
Grey Fox Wealth Advisors
Delaware
$151M – – 7.1% 41.9% 392 – 0
Aisling Capital Management
5193
Aisling Capital Management
New York
$151M +$879K +0.6% 28.6% 793% 17 5.88% 2.7
Silverleafe Capital Partners
5194
Silverleafe Capital Partners
Tennessee
$151M -$4.73M -3% 7.34% 87.7% 69 27.54% 2
Tieton Capital Management
5195
Tieton Capital Management
Washington
$151M +$9.3M +7% 11% 172% 33 6.06% 4.2
Addition One General Partner
5196
Addition One General Partner
New York
$151M -$44.9M -23% 22.8% – 2 0% 1
Barrett & Company
5197
Barrett & Company
Rhode Island
$151M $0 0% 7.91% 83.6% 590 0% 0.3
Seaside Wealth Management
5198
Seaside Wealth Management
California
$151M +$6.46M +4% 7.92% 53.4% 50 10% 0.4
PCR
5199
Potrero Capital Research
California
$151M +$4.86M +3% 2.92% 226% 56 64.29% 1
Greenfield Savings Bank
5200
Greenfield Savings Bank
Massachusetts
$151M +$12.8M +9% 11.8% 108% 146 15.75% 0.5