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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)
Aurelius Family Office
5626
Aurelius Family Office
New Hampshire
$212M +$14.5M +7% 6.39% – 47 4.26% 0.5
Capricorn Fund Managers
5627
Capricorn Fund Managers
United Kingdom
$212M +$24.5M +13% 9.54% 169% 60 28.33% 1
Guerra Advisors
5628
Guerra Advisors
Florida
$212M +$32.9M +18% 13.9% – 74 18.92% 0.4
Gables Capital Management
5629
Gables Capital Management
Florida
$212M +$9.26M +5% 15.3% 151% 462 8.23% 4.3
Matisse Capital
5630
Matisse Capital
Oregon
$212M +$21.9M +12% 9.34% 66.9% 176 10.8% 2.2
Fedenia Advisers
5631
Fedenia Advisers
Wisconsin
$211M +$57.6M +37% 19.6% – 154 36.36% 0.3
Endeavor Private Wealth
5632
Endeavor Private Wealth
Kansas
$211M +$27.3M +15% 8.53% – 145 18.62% 0.4
Crown Oak Advisors
5633
Crown Oak Advisors
California
$211M +$13.6M +7% 5.46% 53.3% 23 4.35% 1.4
Family Office Research
5634
Family Office Research
Maryland
$211M +$6.15M +3% 10.9% – 72 9.72% 0.5
I2I
5635
Insight 2811 Inc
Illinois
$211M +$13.9M +7% 3.45% 30.8% 94 14.89% 5
CNB Bank
5636
CNB Bank
Pennsylvania
$211M +$13.4M +7% 13.1% 91.6% 527 10.63% 4.3
Wealth Quarterback
5637
Wealth Quarterback
New Jersey
$211M +$33.2M +19% 10.4% 109% 144 18.06% 2.6
IMPACTfolio
5638
IMPACTfolio
Colorado
$211M +$20.6M +11% 8.31% 58.8% 37 24.32% 2.1
Ballentine Capital Advisors
5639
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 8.01% 48.8% 30 16.67% 1.4
Rosalind Advisors
5640
Rosalind Advisors
Ontario, Canada
$211M +$5.25M +3% 8.81% – 46 45.65% 0.7
Onyx Financial Advisors
5641
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 8.15% 57.8% 18 11.11% 1.6
Stash Investments
5642
Stash Investments
New York
$211M +$24.1M +13% 6.81% 40.7% 5 0% 1.5
Meros Investment Management
5643
Meros Investment Management
Texas
$211M +$40.4M +24% 19.5% 102% 44 13.64% 1.8
Legacy Bridge
5644
Legacy Bridge
Iowa
$211M +$31.5M +18% 27.4% 236% 347 21.33% 4
Yorkville Advisors Global
5645
Yorkville Advisors Global
New Jersey
$211M – – 9.47% – 22 – 0
Creekside Partners
5646
Creekside Partners
California
$211M +$19.6M +10% 8.32% – 173 5.78% 0.9
NERM
5647
New England Research & Management
Illinois
$211M +$13.7M +7% 8.73% 65% 176 33.52% 4
5T Wealth
5648
5T Wealth
California
$211M +$23.9M +13% 10.2% – 109 15.6% 0.4
Leicht Financial Planning & Wealth Management
5649
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 7.48% 46.3% 19 26.32% 3.2
Littlejohn & Co
5650
Littlejohn & Co
Connecticut
$210M +$18M +9% 1.95% 56.2% 24 12.5% 2.9