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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)
Capital Square
5301
Capital Square
Tennessee
$141M +$5.55M +4% 1.26% 62.5% 165 17.58% 1.2
Tru Independence Asset Management 2
5302
Tru Independence Asset Management 2
Oregon
$141M -$5.47M -4% 0.68% – 129 32.56% 0.6
Kessler Investment Group
5303
Kessler Investment Group
Indiana
$141M +$15M +12% 1.04% 251% 167 29.94% 1.8
Loudon Investment Management
5304
Loudon Investment Management
New Hampshire
$141M -$6.09M -4% 2.74% 61.6% 89 8.99% 4.2
PI
5305
Pachira Investments
California
$141M -$1.8M -1% 0.41% 82.3% 32 15.63% 1.6
Royal Harbor Partners
5306
Royal Harbor Partners
Texas
$141M -$9.7M -6% 0.23% 54.6% 86 18.6% 1
Black Maple Capital Management
5307
Black Maple Capital Management
Wisconsin
$140M -$44.5M -24% 5.34% 35.7% 107 41.12% 0.4
Sandbox Financial Partners
5308
Sandbox Financial Partners
Maryland
$140M +$5.95M +4% 0.07% 69.6% 123 40.65% 0.5
Plaisance Capital
5309
Plaisance Capital
Colorado
$140M -$60.6M -30% 2.95% – 64 73.44% 0.3
Pacific Financial Group
5310
Pacific Financial Group
Washington
$140M -$4.59M -3% 0.88% 61.1% 70 10% 3.6
Cypress Point Wealth Management
5311
Cypress Point Wealth Management
Texas
$140M -$492K -0.3% 4.77% 226% 239 43.93% 0.4
Doheny Asset Management
5312
Doheny Asset Management
California
$140M -$15.5M -10% 1.3% 135% 102 9.8% 4.5
MAS
5313
Madden Advisory Services
Florida
$140M +$4.61M +3% 0.38% 52.3% 75 9.33% 4.5
Brightline Capital Management
5314
Brightline Capital Management
Florida
$140M -$8.76M -6% 2.18% 810% 14 35.71% 0.6
F/M Investments
5315
F/M Investments
District of Columbia
$140M +$13.3M +10% 2.72% 101% 106 62.26% 0.3
GCM
5316
Garland Capital Management
Washington
$140M -$2.3M -2% 0.96% 55.7% 31 0% 5.2
Ramiah Investment Group
5317
Ramiah Investment Group
Wisconsin
$139M -$173K -0.1% 1.23% 62.2% 99 31.31% 1
RCM
5318
RVB Capital Management
New York
$139M +$19.5M +16% 0.68% 10.4% 54 44.44% 0.6
PL
5319
Portman Ltd
Cayman Islands
$139M – – 24.6% – 8 – 0
Range Financial Group
5320
Range Financial Group
Oregon
$139M +$3.53M +3% 1.01% 195% 193 26.94% 0.4
Cerro Pacific Wealth Advisors
5321
Cerro Pacific Wealth Advisors
California
$139M +$4.17M +3% 0.75% – 122 5.74% 0.6
McGinn Penninger Investment Management
5322
McGinn Penninger Investment Management
Virginia
$139M -$944K -0.7% 1.71% 51.9% 42 19.05% 0.6
Mitchell & Pahl Private Wealth
5323
Mitchell & Pahl Private Wealth
Oklahoma
$139M -$1.09M -0.8% 1.41% 82.3% 162 6.79% 0.7
North Run Capital
5324
North Run Capital
Massachusetts
$139M -$8M -5% 1.37% 19.4% 21 9.52% 1.6
One Plus One Wealth Management
5325
One Plus One Wealth Management
Florida
$139M -$6.27M -4% 4.19% 71.9% 91 13.19% 0.4