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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)
Invenio Wealth Partners
5326
Invenio Wealth Partners
Florida
$269M -$5.62M -2% 1.85% 55.5% 97 7.22% 1.7
Agate Pass Investment Management
5327
Agate Pass Investment Management
Washington
$269M +$6.35M +2% 2.83% 76% 107 4.67% 3.1
BVC
5328
Bright Valley Capital
Hong Kong
$269M +$100M +59% 3.26% – 19 52.63% 0.5
Thomas Story & Son
5329
Thomas Story & Son
Indiana
$269M -$2.9M -1% 2% 101% 52 3.85% 7.4
EOFM
5330
Eschaton Opportunities Fund Management
Florida
$269M – – 35.8% – 11 – 0
LI
5331
LHM Inc
Utah
$269M -$33.5M -11% 3.11% – 25 24% 1.1
Arcadia Wealth Management (New Hampshire)
5332
Arcadia Wealth Management (New Hampshire)
New Hampshire
$269M +$16.7M +7% 1.66% 55.5% 64 6.25% 2
Crux Wealth Advisors
5333
Crux Wealth Advisors
California
$269M +$16.5M +7% 2.1% – 190 19.47% 0.8
First Dallas Securities
5334
First Dallas Securities
Texas
$269M +$1.81M +0.7% 3.7% 163% 119 15.13% 3.3
Quartz Partners
5335
Quartz Partners
New York
$269M -$7.4M -3% 3.09% – 193 20.73% 0.8
DLK Investment Management
5336
DLK Investment Management
California
$269M +$3.25M +1% 3.74% 80.4% 95 12.63% 1.5
Strait & Sound Wealth Management
5337
Strait & Sound Wealth Management
California
$269M +$8.1M +3% 3.4% 74% 154 7.14% 2
Alexis Investment Partners
5338
Alexis Investment Partners
Texas
$269M -$902M -77% 2.98% – 103 10.68% 0.5
TAGStone Capital
5339
TAGStone Capital
North Carolina
$268M +$16.1M +6% 2.12% 58.3% 120 5.83% 2.5
OMC Financial Services
5340
OMC Financial Services
New York
$268M -$1.13M -0.4% 3.72% – 69 7.25% 1.5
Monte Financial Group
5341
Monte Financial Group
Connecticut
$268M -$3.59M -1% 1.77% 66.7% 95 5.26% 3.8
Wind River Trust Company
5342
Wind River Trust Company
Wyoming
$268M -$2.64M -1% 2.56% 62.1% 10 0% 9.4
Visualize Group
5343
Visualize Group
New York
$268M -$30.9M -10% 5.38% – 13 38.46% 0.5
All-Stars Investment
5344
All-Stars Investment
Hong Kong
$268M -$59.6M -18% 18.1% 30.1% 4 0% 2.2
Firethorn Wealth Partners
5345
Firethorn Wealth Partners
Georgia
$267M +$13.5M +5% 2.54% 75.1% 199 11.06% 2.4
Seneca House Advisors
5346
Seneca House Advisors
Virginia
$267M +$19.7M +8% 2.4% 58.2% 104 15.38% 3.9
GKV Capital Management
5347
GKV Capital Management
California
$267M +$14M +6% 5.3% – 90 6.67% 0.9
Monolith Management
5348
Monolith Management
Hong Kong
$267M +$40.2M +18% 19.2% – 31 74.19% 0.3
Woodward Financial Advisors
5349
Woodward Financial Advisors
North Carolina
$267M +$4.74M +2% 1.86% 55% 62 4.84% 2.9
Lunt Capital Management
5350
Lunt Capital Management
Utah
$267M +$5.48M +2% 1.03% 36.9% 107 21.5% 1.7