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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)
Stableford Capital II
5251
Stableford Capital II
Arizona
$277M +$122K +0% 5.72% 66.9% 159 22.01% 1.7
Daily Journal Corp
5252
Daily Journal Corp
California
$277M +$14.4M +5% 6.34% 109% 4 0% 10.2
Allred Capital Management
5253
Allred Capital Management
Texas
$277M -$10.7M -4% 2.19% 73.5% 175 15.43% 5.1
Forza Wealth Management
5254
Forza Wealth Management
Florida
$277M +$15.5M +6% 3.84% 69.8% 193 6.22% 2.4
Hartree Partners
5255
Hartree Partners
New York
$276M -$14.3M -5% 5.61% 138% 105 65.71% 0.4
Breakwater Investment Management
5256
Breakwater Investment Management
Washington
$276M +$5.18M +2% 1.55% – 621 34.62% 1
Merck & Co
5257
Merck & Co
New Jersey
$276M +$48.2M +21% 25.9% – 13 7.69% 1
Alexander Labrunerie & Co
5258
Alexander Labrunerie & Co
Missouri
$276M +$5.65M +2% 2.99% – 123 7.32% 1.3
Centerline Wealth Advisors
5259
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 1.55% – 62 29.03% 0.6
Walker Financial Services
5260
Walker Financial Services
Kentucky
$276M +$18.9M +7% 0.26% 20.8% 43 6.98% 1.9
AA
5261
Alta Advisers
United Kingdom
$276M -$51M -16% 3.71% 129% 249 20.48% 2.6
Avaii Wealth Management
5262
Avaii Wealth Management
Wisconsin
$276M +$13.1M +5% 1.94% 100% 157 12.1% 1.9
Quantum Financial Planning Services
5263
Quantum Financial Planning Services
Washington
$276M +$28.6M +12% 1.8% – 59 25.42% 0.7
American Financial Group
5264
American Financial Group
Ohio
$276M +$16.3M +6% 1.81% 32.5% 66 13.64% 6.1
Holistic Financial Partners
5265
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 12.4% 95.7% 147 12.24% 3.5
Foundation Wealth Management (Pennsylvania)
5266
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 2.07% – 95 3.16% 0.9
Robertson Opportunity Capital
5267
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 0.7% 93.4% 29 13.79% 7.1
Raleigh Capital Management
5268
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 2.47% 79.9% 617 19.29% 2
Wealthspan Partners
5269
Wealthspan Partners
Iowa
$275M +$13.3M +5% 2.89% 65% 130 6.15% 2.4
CCAM
5270
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 6.03% – 31 9.68% 1.4
ICW Investment Advisors
5271
ICW Investment Advisors
Arizona
$275M -$2.95M -1% 1.29% 58.6% 147 3.4% 4.8
Eagle Capital Management (Louisiana)
5272
Eagle Capital Management (Louisiana)
Louisiana
$275M +$10.4M +4% 3.45% 103% 51 7.84% 4.5
Texas Bank & Trust
5273
Texas Bank & Trust
Texas
$275M +$10.5M +4% 4.43% – 185 10.27% 0.9
Arrowroot Family Office
5274
Arrowroot Family Office
California
$275M +$24.3M +10% 1.95% – 155 18.06% 1.9
Freedom Financial Partners
5275
Freedom Financial Partners
Minnesota
$275M +$12.4M +5% 1.32% – 88 5.68% 0.8