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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)
One Wealth Capital Management
5601
One Wealth Capital Management
Arizona
$213M +$26.6M +14% 16.6% – 115 12.17% 0.4
VM
5602
VPR Management
Texas
$213M +$7.13M +3% 9.05% 54.5% 64 20.31% 3.3
Granite Harbor Advisors
5603
Granite Harbor Advisors
Texas
$213M +$24.6M +13% 8.72% 61.5% 120 11.67% 1.5
Prosperitas Financial
5604
Prosperitas Financial
California
$213M +$19.4M +10% 11.8% 118% 63 14.29% 1.2
Meridian Financial Partners
5605
Meridian Financial Partners
Virginia
$213M +$15.7M +8% 9.26% 80.8% 109 8.26% 2
Rubicon Founders
5606
Rubicon Founders
Tennessee
$213M +$50.1M +31% 4.16% – 3 0% 0.7
Hillcrest Wealth Advisors
5607
Hillcrest Wealth Advisors
New Jersey
$213M +$10.7M +5% 8% 58.7% 50 6% 4.8
FWG Holdings
5608
FWG Holdings
Florida
$213M +$9.44M +5% 12.3% 91.6% 115 14.78% 2.3
Lewis Asset Management
5609
Lewis Asset Management
California
$213M +$91.7M +76% 14.7% 142% 183 34.43% 0.9
Logan Stone Capital
5610
Logan Stone Capital
Illinois
$213M -$2.03M -0.9% 16.8% 43.9% 98 47.96% 1.1
Quantum Financial Planning Services
5611
Quantum Financial Planning Services
Washington
$212M +$29.6M +16% 8.14% – 50 32% 0.4
Riverwater Partners
5612
Riverwater Partners
Wisconsin
$212M +$17.6M +9% 9.1% 110% 219 15.53% 1.9
Blue Barn Wealth
5613
Blue Barn Wealth
Utah
$212M +$20.5M +11% 8.6% 46.4% 166 15.66% 2.1
Genesis Private Wealth
5614
Genesis Private Wealth
Virginia
$212M +$23.7M +13% 7.5% – 168 22.02% 0.4
SHFP
5615
Second Half Financial Partners
Florida
$212M +$10.6M +5% 6.15% 36.8% 98 24.49% 0.9
Compass Capital Corp
5616
Compass Capital Corp
Massachusetts
$212M +$21.4M +11% 15.8% – 206 24.27% 0.4
Mayfair Advisory Group
5617
Mayfair Advisory Group
Alabama
$212M +$38.8M +22% 7.93% 71.5% 180 15.56% 2.4
RA
5618
Ransom Advisory
Rhode Island
$212M +$9.7M +5% 10.8% – 343 9.04% 1.1
Hahn Capital Management
5619
Hahn Capital Management
California
$212M +$5.32M +3% 3.96% 53.6% 29 3.45% 7.4
TM
5620
Thiel Macro
California
$212M +$59M +39% 40% – 5 40% 0.4
JDM Financial Group
5621
JDM Financial Group
Texas
$212M +$14.9M +8% 8.89% 56.7% 311 20.9% 1.9
Alta Wealth Advisors
5622
Alta Wealth Advisors
Massachusetts
$212M -$5.94M -3% 11.8% 120% 153 30.72% 2.6
Proactive Wealth Strategies
5623
Proactive Wealth Strategies
Georgia
$212M +$24.3M +13% 11.2% – 141 12.06% 0.7
Security Benefit Life Insurance Company
5624
Security Benefit Life Insurance Company
Kansas
$212M -$55.3M -21% 10% 60.6% 19 0% 2.5
Ironwood Wealth Management (West Virginia)
5625
Ironwood Wealth Management (West Virginia)
West Virginia
$212M +$19.9M +10% 4.84% 38.1% 22 0% 3.5