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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)
Mine & Arao Wealth Creation & Management
5451
Mine & Arao Wealth Creation & Management
California
$224M +$19M +9% 11.8% 92% 77 6.49% 5
Future Fund LLC
5452
Future Fund LLC
Illinois
$224M +$146M +188% 16.2% 93.1% 181 61.88% 0.3
First Financial Corp
5453
First Financial Corp
Indiana
$224M +$17.1M +8% 10.6% 95.3% 345 9.28% 7.7
Brogan Financial
5454
Brogan Financial
Tennessee
$224M +$18M +9% 6.69% 46.4% 62 8.06% 1.7
Wayfinding Financial
5455
Wayfinding Financial
Washington
$224M -$4.64M -2% 11.5% 68.3% 744 80.51% 0.8
Adapt Wealth Advisors
5456
Adapt Wealth Advisors
Georgia
$224M +$18.6M +9% 7.13% – 63 9.52% 1
CCM
5457
Conway Capital Management
California
$224M +$23.5M +12% 15.9% 139% 49 12.24% 2.9
TKG Advisors
5458
TKG Advisors
Indiana
$223M +$20.5M +10% 8.62% 104% 98 21.43% 1.7
Mad River Investors
5459
Mad River Investors
Massachusetts
$223M -$12.8M -5% 1.2% 169% 25 4% 4.2
Deane Retirement Strategies
5460
Deane Retirement Strategies
Louisiana
$223M +$13.4M +6% 5.46% 73.4% 83 38.55% 3.4
GL
5461
GHE LLC
Tennessee
$223M +$2.15M +1% 27.2% 188% 56 37.5% 3.1
Genesee Capital Advisors
5462
Genesee Capital Advisors
New York
$223M +$23.1M +12% 11.5% 107% 125 9.6% 2
Arrowroot Family Office
5463
Arrowroot Family Office
California
$223M – – 6.25% – 137 – 1.6
Eastover Investment Advisors
5464
Eastover Investment Advisors
North Carolina
$223M +$16.1M +8% 15.5% 105% 48 10.42% 2.9
Dopkins Wealth Management
5465
Dopkins Wealth Management
New York
$223M +$26.3M +13% 8.54% 64.4% 88 11.36% 1.7
Ewing Morris & Co Investment Partners
5466
Ewing Morris & Co Investment Partners
Ontario, Canada
$223M -$93.9M -30% 23.3% 63.5% 119 38.66% 0.6
Keyvantage Wealth
5467
Keyvantage Wealth
Pennsylvania
$223M +$17.3M +8% 9.42% – 99 9.09% 0.5
Matrix Capital Management Company
5468
Matrix Capital Management Company
New Hampshire
$223M -$124M -36% 3.01% 245% 4 0% 3.1
ANB Bank
5469
ANB Bank
Colorado
$223M -$1.07M -0.5% 7.75% – 136 22.79% 0.4
Black Maple Capital Management
5470
Black Maple Capital Management
Wisconsin
$223M +$43.7M +24% 10.7% 35.7% 120 41.67% 0.8
BCU Wealth Advisors
5471
BCU Wealth Advisors
Illinois
$223M +$30.5M +16% 8.07% 57.7% 61 26.23% 1
Guardian Financial Partners
5472
Guardian Financial Partners
California
$223M +$13.6M +7% 4.93% 50.2% 57 3.51% 1.6
Redwood Wealth Management Group
5473
Redwood Wealth Management Group
New Jersey
$223M +$26M +13% 9.62% 74.1% 186 19.35% 1.4
HMS Capital Management
5474
HMS Capital Management
Tennessee
$222M +$42.2M +23% 15.2% 140% 111 10.81% 2.9
ACM
5475
AIGH Capital Management
Maryland
$222M -$19.2M -8% 39.1% 3,007% 43 23.26% 1.3