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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)
Forte Asset Management
5401
Forte Asset Management
New York
$149M -$5.35M -3% 3.91% 57.7% 60 16.67% 1
Bellevue Asset Management
5402
Bellevue Asset Management
Washington
$149M -$10.5M -7% 4.89% 56.7% 484 7.64% 3.2
Boyd Wealth Management
5403
Boyd Wealth Management
California
$149M -$15.8M -10% 3.94% 56.8% 44 15.91% 1.4
Eliot Finkel Investment Counsel
5404
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 4.77% 88.9% 32 3.13% 4.3
X-Square Capital
5405
X-Square Capital
Puerto Rico
$149M $0 0% 1.71% 158% 142 0% 2.9
Hall Private Wealth Advisors
5406
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 4.05% – 48 22.92% 1.7
Abbot Financial Management
5407
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 2.89% 102% 116 4.31% 4.6
Caliber Wealth Management (Utah)
5408
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 3.83% 36.5% 56 1.79% 1.6
SI
5409
Saxon Interests
Texas
$149M -$38.1M -20% 3.83% 81.2% 206 91.26% 0.5
Triton Wealth Management
5410
Triton Wealth Management
Arizona
$149M -$29.3M -16% 5.65% – 87 19.54% 2.5
Quantitative Strategies
5411
Quantitative Strategies
California
$149M -$358K -0.2% 4.5% – 20 0% 0.3
Working Capital Advisors (UK)
5412
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 23.5% 24.8% 4 0% 1.1
Etesian Wealth Advisors
5413
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 2.34% 60.6% 108 2.78% 0.7
Custos Family Office
5414
Custos Family Office
Texas
$148M -$5.96M -4% 3.88% 57.4% 46 19.57% 1
Retirement Financial Solutions
5415
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 3.72% 52.5% 46 43.48% 0.5
Interactive Financial Advisors
5416
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 3.83% 47.6% 84 4.76% 6.1
LBC
5417
Lawrence B. Cohen
$148M -$7.95M -5% 3.43% 41.8% 69 17.39% 6
DFS
5418
Dixon Fnancial Services
California
$148M -$5.75M -4% 2.37% 76.6% 24 0% 1.6
Purus Wealth Management
5419
Purus Wealth Management
California
$148M -$6.06M -4% 2.82% 174% 118 3.39% 1.9
CL
5420
COWA LLC
Oklahoma
$148M -$3.83M -3% 0.56% 65.5% 112 11.61% 2.1
Michelson Medical Research Foundation
5421
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 2.47% 52.2% 28 32.14% 0.5
Robbins Farley
5422
Robbins Farley
New Hampshire
$148M +$3.54M +2% 4.45% 106% 194 22.68% 1.3
FAG
5423
Fortitude Advisory Group
Washington
$148M +$11.7M +9% 3.27% 142% 223 11.66% 1.5
Virginia Wealth Management Group
5424
Virginia Wealth Management Group
Virginia
$148M +$2.12M +1% 2.48% 49.4% 72 6.94% 1.5
626 Financial
5425
626 Financial
Michigan
$148M -$8.85M -6% 3.58% 71.3% 116 9.48% 2