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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)
True Wind Capital Management
5251
True Wind Capital Management
California
$202M +$6.52M +3% 3.95% 119% 2 0% 2.5
Caldwell Sutter Capital
5252
Caldwell Sutter Capital
California
$202M -$5.72M -3% 0.34% 79.5% 954 6.5% 1.1
PIP
5253
Palisades Investment Partners
California
$202M – – 24% – 40 – 0
HPFG
5254
Hart & Patterson Financial Group
Massachusetts
$202M -$49.6K -0% 0.58% – 68 1.47% 0.5
Invenio Wealth Partners
5255
Invenio Wealth Partners
Florida
$202M +$16.2M +9% 1.6% 55.5% 99 8.08% 0.8
Brightline Capital Management
5256
Brightline Capital Management
Florida
$201M +$35.2M +21% 6.9% 810% 23 52.17% 0.3
Rainwater Charitable Foundation
5257
Rainwater Charitable Foundation
Texas
$201M -$475K -0.2% 0.45% 44% 5 40% 2.3
AP
5258
Arlington Partners
Alabama
$201M +$5.02M +3% 0.17% 46.4% 61 6.56% 2.2
Darwin Wealth Management
5259
Darwin Wealth Management
Florida
$201M -$157M -44% 1.6% 56.8% 146 52.74% 3
Warren Street Wealth Advisors
5260
Warren Street Wealth Advisors
California
$201M -$728K -0.4% 3.59% 75.7% 105 15.24% 1.6
Key Client Fiduciary Advisors
5261
Key Client Fiduciary Advisors
New Jersey
$201M +$12.8M +7% 3% 107% 204 16.67% 1.6
Pinion Investment Advisors
5262
Pinion Investment Advisors
Kansas
$201M +$8.44M +4% 3.76% 75.4% 161 20.5% 3
MKT Advisors
5263
MKT Advisors
California
$201M +$18.7M +10% 2.63% 55.5% 155 5.81% 1.9
Compass Financial Group (Florida)
5264
Compass Financial Group (Florida)
Florida
$201M +$13.4M +7% 1.37% 44.1% 38 5.26% 3.5
WCM
5265
Westerly Capital Management
California
$201M -$62.9M -24% 7.98% 116% 56 42.86% 1.5
Constellation Investimentos e Participacoes
5266
Constellation Investimentos e Participacoes
Brazil
$201M -$41.1M -17% 1.54% 172% 12 41.67% 0.7
WJ Interests
5267
WJ Interests
Texas
$201M +$11.3M +6% 1.19% 55.2% 15 20% 1.3
Trinity Wealth Management
5268
Trinity Wealth Management
Pennsylvania
$200M +$6.74M +3% 1.7% 56.7% 49 10.2% 2.4
Alta Wealth Advisors
5269
Alta Wealth Advisors
Massachusetts
$200M +$3.63M +2% 4.49% 120% 134 14.93% 2.5
Twin Peaks Wealth Advisors
5270
Twin Peaks Wealth Advisors
California
$200M +$20.3M +11% 4.47% – 137 14.6% 0.4
Searcy Financial Services
5271
Searcy Financial Services
Kansas
$200M +$3.96M +2% 1.98% 60.2% 27 11.11% 2.5
Weitzel Financial Services
5272
Weitzel Financial Services
Iowa
$200M +$2.46M +1% 0.04% 46.3% 44 11.36% 2.2
United Bank (Georgia)
5273
United Bank (Georgia)
Georgia
$200M +$3.65M +2% 3.91% 81.2% 97 5.15% 4.9
CCC
5274
Chelsea Counsel Company
California
$200M +$24M +14% 6.18% 106% 206 16.99% 2.9
IMZ Advisory
5275
IMZ Advisory
Florida
$200M +$6.43M +3% 2.56% – 31 3.23% 0.5