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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)
Maestria Partners
5426
Maestria Partners
Georgia
$288M +$13.5M +5% 28.3% – 14 7.14% 1.1
Owen LaRue
5427
Owen LaRue
Kentucky
$288M +$27M +10% 13.8% 126% 151 21.85% 1.5
Cambridge Financial Group
5428
Cambridge Financial Group
Ohio
$287M +$20M +7% 13.8% – 34 5.88% 5.5
Murphy Pohlad Asset Management
5429
Murphy Pohlad Asset Management
Minnesota
$287M +$8.17M +3% 10.7% 83% 145 14.48% 6.2
QTR Family Wealth
5430
QTR Family Wealth
Florida
$287M +$46.9M +20% 23.7% – 369 30.89% 0.7
OCM
5431
Ogborne Capital Management
California
$287M +$90.1M +46% 34.6% 251% 20 80% 0.6
Pavaki Capital Management
5432
Pavaki Capital Management
Colorado
$287M +$51.4M +22% 11.9% – 177 19.77% 0.4
Red Spruce Capital
5433
Red Spruce Capital
Pennsylvania
$287M +$43.2M +18% 24.6% 98.4% 99 10.1% 4.1
Metavasi Capital
5434
Metavasi Capital
New York
$287M +$10.4M +4% 55.5% 840% 33 60.61% 0.6
Shira Ridge Wealth Management
5435
Shira Ridge Wealth Management
California
$287M +$33.9M +13% 14.9% 72.8% 89 17.98% 2.4
ORC
5436
O'Rourke & Company
Massachusetts
$287M +$33.9M +13% 12.7% 71.9% 180 6.67% 3
AAFMAA Wealth Management & Trust
5437
AAFMAA Wealth Management & Trust
North Carolina
$286M +$28.7M +11% 14.9% 62.3% 101 10.89% 1.8
Trueblood Wealth Management
5438
Trueblood Wealth Management
Ohio
$286M +$30.8M +12% 15.5% 89.9% 272 9.93% 2
Brown Financial Advisors
5439
Brown Financial Advisors
Ohio
$286M +$22.3M +8% 12.2% – 234 20.09% 1
Sphera Management Technology Funds
5440
Sphera Management Technology Funds
Israel
$286M +$109M +61% 46% – 94 50% 0.5
Garda Capital Partners
5441
Garda Capital Partners
Minnesota
$286M -$98.6M -26% 13.9% 9.15% 23 82.61% 0.1
Luken Investment Analytics
5442
Luken Investment Analytics
Tennessee
$286M +$24.8M +10% 14.1% 47.6% 172 8.72% 3.3
Penney Financial
5443
Penney Financial
Texas
$286M +$25.4M +10% 9.09% 54.8% 55 16.36% 1.6
Palisades Hudson Asset Management
5444
Palisades Hudson Asset Management
Florida
$286M +$29.2M +11% 13.7% 66.8% 114 10.53% 6.9
ICW Investment Advisors
5445
ICW Investment Advisors
Arizona
$286M +$9.04M +3% 7.58% 58.6% 153 9.8% 5
Bluestem Financial Advisors
5446
Bluestem Financial Advisors
Illinois
$286M +$26.6M +10% 9.97% 42.2% 35 8.57% 4.6
Adaptive Financial Consulting
5447
Adaptive Financial Consulting
Ohio
$285M +$24.4M +9% 8.69% 33.4% 20 10% 5
Lewis Asset Management
5448
Lewis Asset Management
California
$285M +$40.9M +17% 20.1% 142% 228 16.67% 1.4
Alexander Labrunerie & Co
5449
Alexander Labrunerie & Co
Missouri
$285M +$17.9M +7% 17.2% – 136 18.38% 1.6
Strait & Sound Wealth Management
5450
Strait & Sound Wealth Management
California
$285M +$16.6M +6% 11.8% 74% 188 15.96% 2.1