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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)
Eads & Heald Wealth Management
5601
Eads & Heald Wealth Management
Georgia
$203M -$7.82M -4% 0.03% 93.3% 145 7.59% 8
TAGStone Capital
5602
TAGStone Capital
North Carolina
$203M +$7.44M +4% 1.02% 58.3% 94 4.26% 2.2
Avaii Wealth Management
5603
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 1.24% 100% 150 28.67% 1.5
Benchmark Wealth Management
5604
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 0.1% 42.7% 54 3.7% 3.7
Sequent Asset Management
5605
Sequent Asset Management
Texas
$203M +$574K +0.3% 0.94% 51.3% 95 12.63% 2.9
Adapt Wealth Advisors
5606
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 1% – 81 32.1% 0.5
Mendon Capital Advisors
5607
Mendon Capital Advisors
Florida
$203M +$48.1M +31% 3.82% – 52 38.46% 2.5
Trueblood Wealth Management
5608
Trueblood Wealth Management
Ohio
$203M +$3.72M +2% 1.09% 89.9% 241 10.79% 0.9
Boyd Wealth Management
5609
Boyd Wealth Management
California
$203M +$5.41M +3% 1.33% 56.8% 51 11.76% 2.1
DI
5610
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 2.42% 51.4% 127 10.24% 3.3
Painted Porch Advisors
5611
Painted Porch Advisors
California
$203M +$5.11M +3% 0.6% – 534 28.09% 0.4
Standard General
5612
Standard General
New York
$203M -$29.2M -13% 0.9% 259% 3 0% 6.3
TenCore Partners
5613
TenCore Partners
New York
$203M -$8.73M -4% 4.38% 78.4% 12 8.33% 3.1
Ironwood Wealth Management (West Virginia)
5614
Ironwood Wealth Management (West Virginia)
West Virginia
$203M -$1.41M -0.7% 0.94% 38.1% 23 8.7% 3.1
Harbourvest Partners
5615
Harbourvest Partners
Massachusetts
$203M +$10.3M +5% 5.71% 8.96% 39 56.41% 2.8
Plum Street Advisors
5616
Plum Street Advisors
Louisiana
$203M +$5.06M +3% 1.81% – 90 16.67% 0.8
Starr Indemnity & Liability Company
5617
Starr Indemnity & Liability Company
New York
$203M – – 2.03% – 5 – 0
Integrated Quantitative Investments
5618
Integrated Quantitative Investments
Washington
$202M – – 5.79% – 287 – 0
Ergawealth Advisors
5619
Ergawealth Advisors
Illinois
$202M +$679K +0.3% 0.25% 50% 65 10.77% 1.4
WA1
5620
Wimmer Associates 1
California
$202M -$1.99M -1% 0.86% 78.9% 114 6.14% 6.7
Bernzott Capital Advisors
5621
Bernzott Capital Advisors
California
$202M -$30.1M -13% 4.65% 46.2% 42 16.67% 2.7
Heights Capital Management
5622
Heights Capital Management
California
$202M +$67.4M +50% 33.6% – 191 50.79% 0.2
Woodward Financial Advisors
5623
Woodward Financial Advisors
North Carolina
$202M +$2.67M +1% 1.57% 55% 58 8.62% 2.2
Pennington Partners & Co
5624
Pennington Partners & Co
Maryland
$202M – – 2.91% – 91 – 0
Ballast Asset Management
5625
Ballast Asset Management
Texas
$202M +$6.01M +3% 11.3% 123% 54 11.11% 1