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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)
SFMG
5351
Sage Financial Management Group
Virginia
$143M +$29.7M +26% 6.4% 47.3% 41 26.83% 0.8
FWG Holdings
5352
FWG Holdings
Florida
$143M +$9.8M +7% 7.6% 91.6% 95 23.16% 1
Corrado Advisors
5353
Corrado Advisors
New Jersey
$143M +$19.9M +16% 5.76% 73.1% 417 74.82% 0.7
Goepper Burkhardt
5354
Goepper Burkhardt
South Carolina
$143M +$8.4M +6% 7.31% 50.4% 67 19.4% 1.7
One Plus One Wealth Management
5355
One Plus One Wealth Management
Florida
$143M +$20M +16% 8.68% 71.9% 112 39.29% 1.1
DCM
5356
Dudley Capital Management
Virginia
$143M – – 10.8% 129% 129 – 0
Ayrshire Capital Management
5357
Ayrshire Capital Management
Connecticut
$143M +$8.38M +6% 10.7% 84.8% 50 10% 2.6
Texas Capital Bancshares
5358
Texas Capital Bancshares
Texas
$143M +$19M +15% 11.3% 175% 89 23.6% 2.5
RP Investment Advisors
5359
RP Investment Advisors
Ontario, Canada
$142M -$259M -65% 2.15% 17.4% 134 52.24% 1
Founders Circle Capital
5360
Founders Circle Capital
California
$142M -$33.3M -19% 10.2% 28% 11 9.09% 1.3
Cruiser Capital Advisors
5361
Cruiser Capital Advisors
Connecticut
$142M +$26.6M +23% 11.8% 192% 76 26.32% 1.4
Profit Investment Management
5362
Profit Investment Management
Maryland
$142M +$11.7M +9% 12.5% 101% 78 2.56% 6
Arrow Investment Advisors
5363
Arrow Investment Advisors
Maryland
$142M +$12.8M +10% 7.83% 36.3% 87 48.28% 1.1
Bond Capital Management
5364
Bond Capital Management
California
$142M -$5.38M -4% 0.29% 47.5% 5 0% 0.8
Axis Capital Holdings
5365
Axis Capital Holdings
$142M +$9.8M +7% 7.45% 76% 3 0% 6.1
BCM
5366
Beaumont Capital Management
Massachusetts
$142M +$41.2M +41% 9.02% 45.4% 53 50.94% 0.4
Pacific Sun Financial
5367
Pacific Sun Financial
California
$142M -$485K -0.3% 7.08% 70.3% 180 7.78% 3.5
Signet Investment Advisory Group
5368
Signet Investment Advisory Group
Rhode Island
$142M +$12.8M +10% 11.9% 68.2% 69 7.25% 3.3
ShoreHaven Wealth Partners
5369
ShoreHaven Wealth Partners
New Jersey
$142M +$10.9M +8% 6.99% 72.4% 84 28.57% 0.9
Silver Oak Advisory Group
5370
Silver Oak Advisory Group
Oregon
$142M +$8.44M +6% 4.25% 27% 58 13.79% 0.9
Adalta Capital Management
5371
Adalta Capital Management
New York
$142M +$2.58M +2% 8.73% 80.4% 97 16.49% 2.9
Ruedi Wealth Management
5372
Ruedi Wealth Management
Illinois
$142M – – 9.41% 44.9% 241 – 0
Birchview Capital
5373
Birchview Capital
Vermont
$142M -$445K -0.3% 9.49% 327% 63 14.29% 2.9
Mainsail Management Company
5374
Mainsail Management Company
Texas
$142M – – 23.6% 55% 2 – 0
HST Ventures
5375
HST Ventures
Utah
$142M -$7.21M -5% 5.22% 8.24% 47 48.94% 0.4