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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)
Freedom Financial Partners
5276
Freedom Financial Partners
Minnesota
$237M +$22.5M +10% 7.81% – 80 11.25% 0.4
eCIO Inc
5277
eCIO Inc
Wisconsin
$237M -$61.7M -21% 1.7% – 505 87.33% 0.2
Consilium Wealth Advisory
5278
Consilium Wealth Advisory
Texas
$237M +$37.6M +19% 14% 126% 101 18.81% 2.2
SM
5279
Samjo Management
New York
$237M +$1.11M +0.5% 4.23% – 60 8.33% 1.1
Transce3nd
5280
Transce3nd
Texas
$237M +$12.9M +6% 5.37% – 1,297 14.8% 0.4
Lanham O'Dell & Company
5281
Lanham O'Dell & Company
West Virginia
$237M +$64.3M +37% 1.75% 81% 41 21.95% 1.3
Fourth Dimension Wealth
5282
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 10.2% – 653 12.4% 0.5
HCM
5283
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 7.72% – 96 6.25% 6.4
Act Wealth Management
5284
Act Wealth Management
Texas
$237M +$15.7M +7% 6.21% 70% 58 12.07% 2.2
True Wind Capital Management
5285
True Wind Capital Management
California
$236M -$53.7M -19% 18.4% 59.6% 2 0% 3.5
DI
5286
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 5.65% 51.4% 130 7.69% 3.7
Murphy Pohlad Asset Management
5287
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 3.9% 83% 124 5.65% 6.5
Jones Road Capital Management
5288
Jones Road Capital Management
New York
$236M +$76.2M +48% 20.7% 88.5% 36 58.33% 0.9
OGF
5289
Orin Green Financial
California
$236M +$24.1M +11% 7.42% 59.1% 81 9.88% 0.2
Weitzel Financial Services
5290
Weitzel Financial Services
Iowa
$236M +$26.5M +13% 6.28% 46.3% 49 24.49% 2.7
HRC
5291
Hoertkorn Richard Charles
$236M +$20M +9% 13.1% 172% 80 1.25% 8.2
OPL
5292
Orland Properties Ltd
British Virgin Islands
$236M +$153M +185% 5.19% 77.6% 8 12.5% 2.4
Thrive Capital Management (New York)
5293
Thrive Capital Management (New York)
New York
$236M -$353M -60% 54.1% 205% 4 25% 3.7
FNY Investment Advisers
5294
FNY Investment Advisers
New York
$236M +$72.1M +44% 29% 386% 1,277 61.71% 0.4
SCMS
5295
Serenity Capital Management (Singapore)
Singapore
$236M +$68.6M +41% 5.85% 21% 8 12.5% 1.1
Miller Value Partners
5296
Miller Value Partners
Florida
$236M +$16.2M +7% 1.69% 133% 34 2.94% 2.6
Verisail Partners
5297
Verisail Partners
Georgia
$236M +$18.6M +9% 6.82% – 35 5.71% 0.5
Prosperity Financial Group
5298
Prosperity Financial Group
California
$235M +$34.6M +17% 15.8% 121% 184 21.2% 1.4
Strait & Sound Wealth Management
5299
Strait & Sound Wealth Management
California
$235M +$20.2M +9% 11.3% 74% 154 11.69% 1.7
Kennedy Investment Group
5300
Kennedy Investment Group
New Jersey
$235M +$20M +9% 11.6% 95.4% 139 12.23% 1.8