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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)
Tanglewood Legacy Advisors
5276
Tanglewood Legacy Advisors
Texas
$183M +$16.3M +10% 9.85% 61.1% 295 8.81% 0.9
SMART Wealth
5277
SMART Wealth
Nebraska
$183M +$49.9M +37% 5.42% 83.6% 93 34.41% 0.6
Patient Square Capital
5278
Patient Square Capital
California
$183M +$941K +0.5% 1.35% 329% 2 0% 1
Soapstone Management
5279
Soapstone Management
Maryland
$183M -$33.4M -15% 16.3% 30.3% 20 15% 2.3
Ironwood Wealth Management (West Virginia)
5280
Ironwood Wealth Management (West Virginia)
West Virginia
$183M +$15.3M +9% 6.57% 38.1% 22 0% 2.4
Hubbell Strickland Wealth Management
5281
Hubbell Strickland Wealth Management
Louisiana
$183M +$15.8M +9% 9.54% 64.8% 74 5.41% 3.1
Solitude Financial Services
5282
Solitude Financial Services
Virginia
$183M +$5.6M +3% 7.08% 62.4% 47 4.26% 2.3
Baron Wealth Management
5283
Baron Wealth Management
Michigan
$183M +$25.9M +17% 10.5% 88.6% 177 22.03% 0.7
Mitsubishi UFJ Asset Management (UK)
5284
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$183M +$40.4M +28% 11.7% 151% 105 27.62% 1.9
1C
5285
1623 Capital
Virginia
$182M -$51.7M -22% 14.5% 11.9% 28 21.43% 3.2
Beryl Capital Management
5286
Beryl Capital Management
California
$182M -$714M -80% 36.5% 3,932% 47 91.49% 0.1
Capricorn Fund Managers
5287
Capricorn Fund Managers
United Kingdom
$182M -$106M -37% 8.18% 173% 96 57.29% 0.6
Hillcrest Wealth Advisors
5288
Hillcrest Wealth Advisors
New Jersey
$181M +$5.86M +3% 9.9% 58.7% 47 4.26% 4.2
Silverlake Wealth Management
5289
Silverlake Wealth Management
Vermont
$181M +$3.28M +2% 9.98% 73.3% 252 19.44% 1.5
Pavion Blue Capital
5290
Pavion Blue Capital
California
$181M +$16.8M +10% 9.74% 87.8% 99 9.09% 3.1
Garrison Asset Management
5291
Garrison Asset Management
Arkansas
$181M +$17.5M +11% 11.1% 52.1% 111 9.91% 6
Activest Wealth Management
5292
Activest Wealth Management
Florida
$181M +$18.9M +12% 11.3% 117% 382 26.96% 0.8
United Bank (Georgia)
5293
United Bank (Georgia)
Georgia
$181M +$14M +8% 10.4% 93.7% 91 3.3% 4.8
X-Square Capital
5294
X-Square Capital
Puerto Rico
$181M +$32.4M +22% 12.8% 158% 172 27.33% 2.6
Forza Wealth Management
5295
Forza Wealth Management
Florida
$181M -$12.6M -6% 8.57% 69.8% 189 16.4% 0.9
LI
5296
Latigo Investments
Florida
$181M +$16.8M +10% 10.1% 62.6% 19 0% 1.6
Gator Capital Management
5297
Gator Capital Management
Florida
$181M +$39.7M +28% 23.8% 245% 68 14.71% 2.7
Watershed Private Wealth
5298
Watershed Private Wealth
Illinois
$181M +$18.8M +12% 10.6% 80.3% 113 21.24% 0.7
Powell Investment Advisors
5299
Powell Investment Advisors
Florida
$181M +$14.4M +9% 11.2% 82.4% 158 19.62% 2.3
Trust Company of Kansas
5300
Trust Company of Kansas
Kansas
$181M +$24M +15% 13.4% 100% 52 9.62% 2.6