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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)
TPG Financial Advisors
5176
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 1.59% – 68 13.24% 3.2
Cherokee Insurance
5177
Cherokee Insurance
Michigan
$226M +$5.61M +3% 2.14% – 123 2.44% 0.2
Timonier Family Office
5178
Timonier Family Office
North Carolina
$226M +$31.3M +16% 1.1% – 50 2% 0.2
Warner Financial
5179
Warner Financial
Maryland
$226M -$6.55M -3% 1.15% 69.2% 121 12.4% 2.4
Davis Investment Partners
5180
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 2.94% 97.8% 157 30.57% 1.3
Eagle Capital Management (Louisiana)
5181
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 4.59% 103% 42 9.52% 5.1
SC
5182
Schulhoff & Co
Ohio
$226M -$48.1M -18% 3.05% 51.8% 132 3.79% 7.8
Elyxium Wealth
5183
Elyxium Wealth
California
$226M +$61.6M +38% 3.82% – 158 48.1% 0.2
Juniper Capital Advisors
5184
Juniper Capital Advisors
Texas
$226M -$35.4M -14% 13.6% – 1 0% 1.3
Wills Financial Group
5185
Wills Financial Group
Virginia
$226M -$6.06M -3% 0.51% 57.5% 67 10.45% 5.6
Lind Value II ApS
5186
Lind Value II ApS
Denmark
$225M +$171K +0.1% 12.8% – 11 54.55% 0.4
Range Financial Group
5187
Range Financial Group
Oregon
$225M +$8.47M +4% 1.57% 195% 207 25.12% 1.3
Goldstream Capital Management
5188
Goldstream Capital Management
Hong Kong
$225M -$131M -37% 10.9% 686% 50 20% 1
CIA
5189
Corigliano Investment Advisers
North Carolina
$225M +$16.4M +8% 2.22% – 56 75% 0.1
Slagle Financial
5190
Slagle Financial
Illinois
$225M +$3.09M +1% 1.06% 77.9% 108 10.19% 1.6
Kensington Investment Counsel
5191
Kensington Investment Counsel
California
$225M -$14.6M -6% 1.26% 81.9% 103 17.48% 3.1
Spectrum Asset Management (California)
5192
Spectrum Asset Management (California)
California
$225M +$2.47M +1% 3.07% 68.3% 100 20% 3.9
Alpha Financial Advisors
5193
Alpha Financial Advisors
North Carolina
$225M +$4.01M +2% 2.17% 41.6% 53 16.98% 1.5
Revisor Wealth Management
5194
Revisor Wealth Management
Ohio
$225M +$116M +107% 0.79% 72% 226 47.79% 0.9
Alpha Wave Global
5195
Alpha Wave Global
New York
$224M +$6.57M +3% 7.09% 226% 28 32.14% 1.8
Chaney Capital Management
5196
Chaney Capital Management
Washington
$224M +$13.1M +6% 2.55% – 38 10.53% 1
VH
5197
V3 Holding
New York
$224M -$228M -50% 50.4% – 1 0% 0.3
HH
5198
HWG Holdings
Texas
$224M -$81.1M -27% 3.33% – 140 70.71% 1.1
Transce3nd
5199
Transce3nd
Texas
$224M -$71.4M -24% 1.27% – 1,633 31.29% 0.2
Obsidian Personal Planning Solutions
5200
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 0.27% 58.2% 113 14.16% 1.6