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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)
Agate Pass Investment Management
5601
Agate Pass Investment Management
Washington
$271M +$15.8M +6% 13.7% 76% 113 10.62% 3.3
Eurizon SLJ Capital
5602
Eurizon SLJ Capital
$271M +$60.9M +29% 26.9% – 179 10.61% 0.4
AAF Wealth Management
5603
AAF Wealth Management
Massachusetts
$271M +$27.3M +11% 12.7% 75.1% 61 18.03% 2.8
OGF
5604
Orin Green Financial
California
$271M +$27.3M +11% 13.3% 59.1% 84 8.33% 1.1
M1 Capital Management
5605
M1 Capital Management
Michigan
$271M +$53.8M +25% 16.1% – 122 16.39% 1.1
AAG
5606
Avalon Advisory Group
Pennsylvania
$271M +$22.9M +9% 9.68% 46% 14 14.29% 4
Integrity Wealth Solutions
5607
Integrity Wealth Solutions
Colorado
$271M +$16.1M +6% 10.9% – 139 13.67% 1.8
Kaleidoscope Capital
5608
Kaleidoscope Capital
Massachusetts
$271M +$10.9M +4% 8.51% – 16 6.25% 2.3
Peloton Wealth Strategists
5609
Peloton Wealth Strategists
Indiana
$271M +$23.3M +9% 11.2% 51.3% 94 11.7% 3.5
Burk Holdings
5610
Burk Holdings
Oklahoma
$271M +$37.2M +16% 12.3% – 698 10.89% 0.4
Howard Wealth Management
5611
Howard Wealth Management
Connecticut
$270M +$32.9M +14% 11.9% 69.9% 156 8.97% 2.8
Evergreen Private Wealth
5612
Evergreen Private Wealth
Colorado
$270M +$23M +9% 16.3% 80.2% 91 7.69% 2.2
Allie Family Office
5613
Allie Family Office
Florida
$270M +$41M +18% 9.76% 59% 125 32% 2.4
Cascades Capital Asset Management
5614
Cascades Capital Asset Management
North Carolina
$270M +$31.8M +13% 16.2% – 178 17.42% 1.2
Citrine Capital
5615
Citrine Capital
California
$270M +$39.5M +17% 9.03% – 66 21.21% 0.9
EntreWealth
5616
EntreWealth
Texas
$270M +$46.8M +21% 9.1% – 147 34.01% 0.8
Paces Ferry Wealth Advisors
5617
Paces Ferry Wealth Advisors
Georgia
$270M +$28.8M +12% 11.8% 72% 155 21.94% 3.3
NavPoint Financial
5618
NavPoint Financial
Minnesota
$270M +$22.6M +9% 5.31% 58.5% 75 6.67% 1.7
Verisail Partners
5619
Verisail Partners
Georgia
$270M +$23.3M +9% 8.68% – 28 17.86% 1.2
TW
5620
Titan Wealth
$269M +$37.8M +16% 19% – 56 17.86% 0.4
Rosalind Advisors
5621
Rosalind Advisors
Ontario, Canada
$269M +$20.3M +8% 22.9% – 45 42.22% 1
Game Plan Financial Advisors
5622
Game Plan Financial Advisors
Ohio
$269M +$46.9M +21% 18.8% – 492 35.37% 1.7
Plustick Management
5623
Plustick Management
Virginia
$269M +$61.9M +30% 77.6% 1,667% 32 56.25% 0.7
Zeno Equity Partners
5624
Zeno Equity Partners
United Kingdom
$269M +$22.6M +9% 8.83% – 16 18.75% 1.1
Landesbank Baden-Wuerttemberg
5625
Landesbank Baden-Wuerttemberg
Germany
$269M -$221M -45% 3.84% – 7 14.29% 0.5