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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)
Arch Venture Management
5426
Arch Venture Management
Illinois
$206M -$24M -10% 27.2% 228% 10 20% 1.6
HFM Investment Advisors
5427
HFM Investment Advisors
New Jersey
$206M – – 0.39% – 1,189 – 0
Garrison Point Advisors
5428
Garrison Point Advisors
California
$206M -$4.61M -2% 0.73% 81.5% 166 5.42% 4.3
WAM
5429
Westport Asset Management
Connecticut
$206M -$2.8M -1% 0.21% 64.2% 76 5.26% 6.9
Trellis Wealth Advisors
5430
Trellis Wealth Advisors
California
$206M +$7.2M +4% 0.06% 62.2% 36 11.11% 1.5
Cook Wealth
5431
Cook Wealth
North Carolina
$206M -$7.16M -3% 2.43% 7.36% 58 15.52% 2
McNaughton Wealth Management
5432
McNaughton Wealth Management
California
$206M -$1.48M -0.7% 1.58% 55.6% 78 35.9% 2.8
Burford Brothers
5433
Burford Brothers
Texas
$206M +$2.28M +1% 1.34% 97.4% 169 14.2% 1.1
Game Plan Financial Advisors
5434
Game Plan Financial Advisors
Ohio
$206M -$4.89M -2% 4.24% – 406 13.55% 1.5
VM
5435
VPR Management
Texas
$206M +$14M +7% 7.51% 54.5% 55 0% 3.8
Intrepid Capital Management
5436
Intrepid Capital Management
Florida
$206M +$9.44M +5% 0.28% 70.2% 117 19.66% 2.3
HIS
5437
Horizon Investment Services
Indiana
$206M -$29.3M -12% 3.27% 250% 133 24.81% 3.3
Grunden Financial Advisory
5438
Grunden Financial Advisory
Texas
$206M -$1.22M -0.6% 0.77% – 27 7.41% 1.1
Brogan Financial
5439
Brogan Financial
Tennessee
$206M +$1.65M +0.8% 2.04% 46.4% 61 9.84% 1.4
Palmer Knight Company
5440
Palmer Knight Company
Florida
$206M -$17.4M -8% 1.54% 78.9% 33 0% 4.1
Rosalind Advisors
5441
Rosalind Advisors
Ontario, Canada
$206M +$10.1M +5% 1.35% – 47 42.55% 0.7
Keyvantage Wealth
5442
Keyvantage Wealth
Pennsylvania
$206M +$65.6M +47% 0.9% – 103 16.5% 0.2
Leslie Global Wealth
5443
Leslie Global Wealth
Illinois
$205M -$10M -5% 2.95% – 79 15.19% 0.6
Family Office Research
5444
Family Office Research
Maryland
$205M -$22.8M -10% 6.73% – 79 16.46% 0.2
Catalyst Private Wealth
5445
Catalyst Private Wealth
California
$205M -$19.3M -9% 5.63% 120% 87 13.79% 3.1
Gallacher Capital Management
5446
Gallacher Capital Management
Colorado
$205M +$3.78M +2% 0.29% 82.8% 355 42.82% 1.2
Brighton Securities
5447
Brighton Securities
New York
$205M -$640K -0.3% 0.74% – 57 3.51% 0.2
Mine & Arao Wealth Creation & Management
5448
Mine & Arao Wealth Creation & Management
California
$205M -$13.2M -6% 5.24% 105% 77 3.9% 4.8
Adapt Wealth Advisors
5449
Adapt Wealth Advisors
Georgia
$205M +$1.88M +0.9% 1.38% – 71 19.72% 0.9
OFCM
5450
One Fin Capital Management
California
$205M -$26.5M -11% 0.09% 92% 25 72% 0.4