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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)
Forum Finance Group
5526
Forum Finance Group
$278M +$93.5M +51% 14.2% – 364 17.31% 0.2
Ananym Capital Management
5527
Ananym Capital Management
New York
$278M +$15.8M +6% 20.1% – 11 36.36% 0.9
Union Square Park Capital Management
5528
Union Square Park Capital Management
New York
$278M +$102M +58% 28.9% 75.8% 83 57.83% 0.7
Retirement Planning Company of New England
5529
Retirement Planning Company of New England
Rhode Island
$278M +$32.1M +13% 22% 125% 272 13.24% 3.1
Vision One Management Partners
5530
Vision One Management Partners
Florida
$278M +$45.7M +20% 20.6% – 10 30% 1
Hanover Advisors
5531
Hanover Advisors
South Carolina
$278M +$31.6M +13% 12.7% – 130 15.38% 1.7
Cordant Inc
5532
Cordant Inc
Oregon
$278M +$31.3M +13% 12% 47% 353 72.24% 0.9
Integrated Capital Management (Michigan)
5533
Integrated Capital Management (Michigan)
Michigan
$278M +$40.5M +17% 19.7% – 64 12.5% 1.4
Onyx Financial Advisors
5534
Onyx Financial Advisors
Idaho
$278M +$36.7M +15% 11.1% 57.8% 18 0% 2.5
School Employees Retirement Board of Ohio
5535
School Employees Retirement Board of Ohio
Ohio
$278M +$32.3M +13% 9.02% – 7 28.57% 1
Prime Buchholz
5536
Prime Buchholz
New Hampshire
$277M +$86.1M +45% 14.8% – 41 48.78% 0.7
Buska Wealth Management
5537
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% – 85 17.65% 1.4
Hubbell Strickland Wealth Management
5538
Hubbell Strickland Wealth Management
Louisiana
$277M +$26.2M +10% 10.4% 64.8% 88 6.82% 4.4
Values Added Financial
5539
Values Added Financial
District of Columbia
$277M +$39.2M +17% 13.6% 65.9% 151 13.91% 2
Gables Capital Management
5540
Gables Capital Management
Florida
$277M +$40M +17% 23% 151% 516 10.27% 4.5
Altus Wealth Group
5541
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 76.7% 161 14.29% 3
Exane Asset Management
5542
Exane Asset Management
France
$277M -$213M -43% 20.2% 74.5% 40 50% 0.6
Mid-American Wealth Advisory Group
5543
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 14.4% 77 42.86% 1.4
Tumwater Wealth Management
5544
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% – 36 13.89% 1.3
WD Rutherford
5545
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 189% 78 12.82% 3
BIA
5546
Bigelow Investment Advisors
Maine
$276M +$26.4M +11% 14.2% 75.7% 163 9.82% 5.1
Dean Capital Management
5547
Dean Capital Management
Kansas
$276M +$34.7M +14% 17.8% 89.7% 125 21.6% 1.7
Creekside Partners
5548
Creekside Partners
California
$276M +$33.3M +14% 13.3% – 197 9.14% 1.7
Kilter Group
5549
Kilter Group
New York
$276M +$44M +19% 17.8% – 1,743 19.45% 0.7
WealthCollab
5550
WealthCollab
Washington
$276M +$33.2M +14% 10% – 1,067 17.62% 1.8