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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)
denkapparat Operations
5251
denkapparat Operations
Germany
$306M +$64.3M +27% 13.9% – 424 31.13% 0.7
1 North Wealth Services
5252
1 North Wealth Services
Maryland
$306M +$29M +10% 9.25% – 309 13.59% 1.8
Denver PWM
5253
Denver PWM
Colorado
$306M +$14.8M +5% 10.5% 48.6% 91 6.59% 3
Adapt Wealth Advisors
5254
Adapt Wealth Advisors
Georgia
$306M +$29.6M +11% 21.3% – 113 23.01% 1.3
Ted Buchan & Co
5255
Ted Buchan & Co
California
$306M +$30.4M +11% 9.8% 65.2% 96 9.38% 2.1
Tekne Capital Management
5256
Tekne Capital Management
New York
$306M +$68.9M +29% 58.7% 516% 6 50% 0.9
Quartz Partners
5257
Quartz Partners
New York
$305M +$46.5M +18% 14.5% – 214 32.24% 0.9
WIM
5258
WIM Investment Management
Hong Kong
$305M -$32.1M -10% 7.22% – 29 41.38% 0.7
Lynx Investment Advisory
5259
Lynx Investment Advisory
District of Columbia
$305M +$96M +46% 9.48% – 233 23.61% 1.1
Bond Capital Management
5260
Bond Capital Management
California
$305M +$195M +178% 13.6% 47.5% 5 20% 2.7
Texas Bank & Trust
5261
Texas Bank & Trust
Texas
$305M +$38.9M +15% 21% – 192 11.98% 1.3
Access Financial Services
5262
Access Financial Services
Minnesota
$305M +$22.9M +8% 8.26% 44.8% 106 13.21% 4
BDA
5263
Borer Denton & Associates
Pennsylvania
$305M +$24.5M +9% 8.24% 44.2% 77 18.18% 2.9
Allred Capital Management
5264
Allred Capital Management
Texas
$305M +$30M +11% 16.2% 73.5% 163 5.52% 5.2
Carroll Advisory Group
5265
Carroll Advisory Group
Texas
$305M +$46.9M +18% 11.7% – 75 10.67% 0.4
IronBridge Private Wealth
5266
IronBridge Private Wealth
Texas
$304M -$5.64M -2% 8.8% 143% 53 26.42% 1.8
First Sabrepoint Capital Management
5267
First Sabrepoint Capital Management
Texas
$304M +$28.5M +10% 21.5% 218% 38 52.63% 1
Roehl & Yi Investment Advisors
5268
Roehl & Yi Investment Advisors
Oregon
$304M +$37.6M +14% 13.1% – 205 17.56% 1.1
Excalibur Management
5269
Excalibur Management
Massachusetts
$303M +$25M +9% 13.6% 93% 180 13.89% 6.1
Carmel Capital Partners
5270
Carmel Capital Partners
California
$303M +$26.2M +9% 9.45% 65.9% 160 33.75% 1.7
Four Tree Island Advisory
5271
Four Tree Island Advisory
New Hampshire
$303M +$105M +53% 60.4% – 26 19.23% 1.2
Brick & Kyle Associates
5272
Brick & Kyle Associates
Pennsylvania
$303M $0 0% 17.5% 97.4% 96 0% 3.4
David Kennon
5273
David Kennon
Florida
$303M +$23.7M +9% 11.8% 52.4% 46 13.04% 2.5
First Dallas Securities
5274
First Dallas Securities
Texas
$303M +$32.3M +12% 20.3% 163% 136 21.32% 3.2
LWMI
5275
Landmark Wealth Management (Illinois)
Illinois
$302M +$37.1M +14% 9.2% 42.4% 46 13.04% 1.6