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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)
Silicon Hills Wealth Management
5501
Silicon Hills Wealth Management
Texas
$135M +$8.67M +7% 8.42% 30.9% 96 9.38% 1.9
Banyan Capital Management
5502
Banyan Capital Management
Georgia
$135M +$214K +0.2% 11.7% 42.5% 18 11.11% 3.7
Aryeh Capital Management
5503
Aryeh Capital Management
Ontario, Canada
$134M -$74.4M -36% 15.7% 87.7% 9 22.22% 1.1
Milestone Advisory Partners
5504
Milestone Advisory Partners
North Carolina
$134M +$1.09M +0.8% 8.29% 19.7% 78 23.08% 2.4
Burke & Herbert Bank & Trust
5505
Burke & Herbert Bank & Trust
Virginia
$134M +$13.7M +11% 11.8% 67.8% 135 8.89% 6.8
MA
5506
Minerva Advisors
Pennsylvania
$134M +$2.36M +2% 4.43% 166% 68 5.88% 6.6
Cairn Investment Group
5507
Cairn Investment Group
Washington
$134M +$10.6M +9% 10.6% 61.3% 77 15.58% 2.1
GIS
5508
Grayhawk Investment Strategies
Alberta, Canada
$134M -$13.2M -9% 11.8% 20.3% 157 22.29% 0.5
Genesee Capital Advisors
5509
Genesee Capital Advisors
New York
$134M +$2.84M +2% 8.6% 107% 94 26.6% 1
PL
5510
Polianta Ltd
Jersey
$134M +$12.3M +10% 10.1% 31.6% 94 52.13% 0.5
Oakcliff Capital Partners
5511
Oakcliff Capital Partners
New York
$134M +$15.1M +13% 15.3% 133% 10 30% 4.3
PATRIZIA Pty Ltd
5512
PATRIZIA Pty Ltd
Australia
$134M – – 12.3% – 16 – 3.9
Treasure Coast Financial Planning
5513
Treasure Coast Financial Planning
Florida
$134M +$9.43M +8% 7.23% 32.6% 39 20.51% 0.7
LFWA
5514
LBJ Family Wealth Advisors
Texas
$134M +$10.1M +8% 7.68% 64.9% 23 4.35% 6.6
Denver Wealth Management
5515
Denver Wealth Management
Colorado
$134M +$28.4M +27% 6.26% 64.4% 72 30.56% 0.9
Sowa Financial Group
5516
Sowa Financial Group
Rhode Island
$134M +$7.35M +6% 6.66% 100% 37 10.81% 2.7
Rockingstone Advisors
5517
Rockingstone Advisors
Massachusetts
$134M – – 10.8% 114% 100 – 0
Mayport LLC
5518
Mayport LLC
Massachusetts
$134M +$11M +9% 5.45% 57% 59 13.56% 0.8
Muzinich & Co
5519
Muzinich & Co
New York
$134M +$17.1M +15% 8.46% 13.5% 57 35.09% 4.3
Insight Wealth Partners
5520
Insight Wealth Partners
Texas
$134M +$27.7M +26% 9.59% 56.2% 66 22.73% 1.9
Divisadero Street Capital Management
5521
Divisadero Street Capital Management
Florida
$134M +$43.5M +48% 27.6% 718% 62 64.52% 0.3
MI
5522
Moneywise Inc
Virginia
$134M +$11.2M +9% 7.37% 60.8% 52 15.38% 3.3
First National Bank of South Miami
5523
First National Bank of South Miami
Florida
$134M +$4.52M +3% 9.17% 35.2% 281 6.05% 3.3
MAS
5524
Madden Advisory Services
Florida
$134M +$8.52M +7% 7.14% 52.3% 80 7.5% 5
Left Brain Wealth Management
5525
Left Brain Wealth Management
Illinois
$134M – – 12.2% 376% 67 – 0