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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)
Motive Wealth Advisors
5601
Motive Wealth Advisors
Michigan
$146M -$20.1M -12% 6.31% 73.4% 88 22.73% 0.6
Goodwin Investment Advisory
5602
Goodwin Investment Advisory
Georgia
$146M +$12.2M +9% 5.54% 60.8% 239 37.24% 0.6
SFMG
5603
Sage Financial Management Group
Virginia
$146M -$4.19M -3% 5.67% 47.3% 31 6.45% 0.4
EGVF
5604
ESA Global Value Fund
Cayman Islands
$146M -$8.22M -5% 5% – 5 20% 1.3
Costello Asset Management
5605
Costello Asset Management
Pennsylvania
$146M -$18M -11% 1.64% 65.9% 269 20.07% 1.5
Robinson Capital Management
5606
Robinson Capital Management
Michigan
$146M -$15M -9% 9.87% 7.8% 291 25.43% 0.5
Anabranch Capital Management
5607
Anabranch Capital Management
Connecticut
$146M -$30.8M -17% 16.3% 139% 7 0% 1
FP
5608
Factorial Partners
New York
$146M -$5.58M -4% 5.14% 88.7% 100 17% 2.2
Financial Guidance Group
5609
Financial Guidance Group
Florida
$145M – – 4.01% 58.7% 41 – 0
Strategic Value Bank Partners
5610
Strategic Value Bank Partners
Ohio
$145M +$34.9M +32% 1.16% 98.1% 22 36.36% 0.2
Acorn Wealth Advisors
5611
Acorn Wealth Advisors
Michigan
$145M -$12.3M -8% 3.42% 58.8% 184 8.15% 2.4
Rizvi Traverse Management
5612
Rizvi Traverse Management
Florida
$145M -$243M -63% 49.6% – 2 0% 0.5
CCP
5613
Cunning Capital Partners
North Carolina
$145M -$38.5M -21% 5.44% 268% 49 71.43% 0.5
Altus Wealth Management
5614
Altus Wealth Management
Kentucky
$145M -$22.7M -13% 6.12% 73% 39 10.26% 1.6
ORC
5615
O'Rourke & Company
Massachusetts
$145M -$4.83M -3% 4.36% 71.9% 127 10.24% 0.2
Freedman Financial Associates
5616
Freedman Financial Associates
Massachusetts
$145M -$1.29M -0.9% 5.42% – 517 12.96% 1.1
Bluegrass Capital Partners
5617
Bluegrass Capital Partners
Florida
$145M +$9.5M +7% 10.4% 60.1% 15 26.67% 0.9
Roubaix Capital
5618
Roubaix Capital
Colorado
$145M -$18.9M -12% 11.3% 174% 61 62.3% 0.5
Helen Stephens Group
5619
Helen Stephens Group
Texas
$145M +$20.3M +16% 3.5% 53.4% 65 20% 0.2
Ritter Daniher Financial Advisory
5620
Ritter Daniher Financial Advisory
Ohio
$145M -$4.92M -3% 4.78% 56.7% 268 18.28% 0.9
swisspartners Advisors
5621
swisspartners Advisors
Switzerland
$145M +$4.97M +4% 6.05% 73.2% 33 24.24% 1.5
Boothe Investment Group
5622
Boothe Investment Group
Delaware
$145M -$42.2M -23% 7.65% 75.6% 38 23.68% 1.8
Wealth Management Resources
5623
Wealth Management Resources
Rhode Island
$145M -$10.6M -7% 3.78% 37.7% 50 18% 0.2
DRH Investments
5624
DRH Investments
California
$145M +$7.07M +5% 5.72% 81.2% 18 50% 0.9
Operose Advisors
5625
Operose Advisors
Wisconsin
$145M +$21.8M +18% 4.05% 68.8% 344 18.9% 0.2