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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)
EnCap Energy Capital Fund VIII
5576
EnCap Energy Capital Fund VIII
Texas
$136M -$15.8M -10% 10.3% 6.16% 3 0% 1
LAI
5577
Legal Advantage Investments
California
$136M +$14.6M +12% 11.4% 116% 96 12.5% 1.4
AJ Advisors
5578
AJ Advisors
Tennessee
$136M +$11.5M +9% 5.96% 64.6% 41 21.95% 0.2
Investmark Advisory Group
5579
Investmark Advisory Group
Connecticut
$136M +$1.28M +1% 4.9% 73.8% 112 16.07% 1
Trellis Wealth Advisors
5580
Trellis Wealth Advisors
California
$136M +$20M +17% 9.04% 62.2% 32 15.63% 0.2
Heronetta Management
5581
Heronetta Management
New York
$136M -$22.4M -14% 1.55% 59.7% 27 11.11% 5.9
Burke & Herbert Bank & Trust
5582
Burke & Herbert Bank & Trust
Virginia
$136M +$1.69M +1% 4.24% 81.5% 135 4.44% 7
ARQ Wealth Advisors
5583
ARQ Wealth Advisors
Arizona
$136M -$17.2M -11% 4.56% 59.3% 55 16.36% 2.2
New Vernon Capital Holdings II
5584
New Vernon Capital Holdings II
New Jersey
$136M +$11.8M +10% 4.6% 114% 85 7.06% 0.9
Acuta Capital Partners
5585
Acuta Capital Partners
California
$136M -$26.8M -16% 1.06% 7,269% 41 31.71% 1.2
Convergence Financial
5586
Convergence Financial
Missouri
$136M +$22.8M +20% 5.25% 70.6% 31 22.58% 0.8
FIM
5587
FWL Investment Management
Texas
$136M +$3.73M +3% 6.4% 165% 197 65.99% 0.9
Allegiance Financial Group Advisory Services
5588
Allegiance Financial Group Advisory Services
Virginia
$136M +$31.5M +30% 6.72% 71.1% 70 4.29% 0.2
Orleans Capital Management
5589
Orleans Capital Management
Louisiana
$136M +$4.93M +4% 4.69% 94.6% 82 7.32% 2.5
Acorn Wealth Advisors
5590
Acorn Wealth Advisors
Michigan
$136M +$5.05M +4% 4.38% 58.8% 172 11.63% 2.9
Hiddenite Capital Partners
5591
Hiddenite Capital Partners
New York
$135M +$2.6M +2% 6.23% 466% 54 48.15% 0.5
Cahill Wealth Management
5592
Cahill Wealth Management
Michigan
$135M -$2.19M -2% 5.64% 24.7% 48 2.08% 0.8
Providence Wealth Advisors
5593
Providence Wealth Advisors
Illinois
$135M +$772K +0.6% 2.47% 121% 96 4.17% 3.7
Kabouter Management
5594
Kabouter Management
Illinois
$135M -$151M -53% 11.9% 12.9% 13 38.46% 1.1
Patron Partners
5595
Patron Partners
Texas
$135M +$2.12M +2% 4.56% 90.2% 177 10.73% 1.7
Foresite Capital Management V
5596
Foresite Capital Management V
California
$135M +$6.52M +5% 24.3% 401% 11 0% 1.8
Independent Order of Foresters
5597
Independent Order of Foresters
Ontario, Canada
$135M +$10.5M +8% 6.52% 75.1% 17 23.53% 2
Tilt Investment Management Holdings
5598
Tilt Investment Management Holdings
New York
$135M +$17.3M +15% 9.16% – 151 9.27% 0.2
Brendel Financial Advisors
5599
Brendel Financial Advisors
New Hampshire
$135M +$85.3M +171% 3.47% 126% 87 63.22% 0.8
Affinia Financial Group
5600
Affinia Financial Group
Massachusetts
$135M +$17.5M +15% 6.52% 37.5% 35 17.14% 1.8