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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)
Ranch Capital Advisors
5651
Ranch Capital Advisors
Florida
$160M +$17.5M +12% 12.3% 92.6% 153 11.76% 2.9
CL
5652
COWA LLC
Oklahoma
$160M +$12.2M +8% 8.51% 67.7% 113 9.73% 2.2
Cairn Investment Group
5653
Cairn Investment Group
Washington
$160M +$9.41M +6% 10.1% 67.4% 66 12.12% 2.9
Strait & Sound Wealth Management
5654
Strait & Sound Wealth Management
California
$160M +$43.7M +37% 8.9% 74% 139 15.11% 0.8
ARIS
5655
Advanced Research Investment Solutions
California
$160M +$5.79M +4% 9.51% 13.1% 32 9.38% 1.9
MA
5656
Minerva Advisors
Pennsylvania
$160M +$17M +12% 24.6% 166% 65 13.85% 6.9
Coombe, Bender & Co
5657
Coombe, Bender & Co
New York
$160M +$27.1M +20% 8.76% – 81 17.28% 1.2
Invera Wealth Advisors
5658
Invera Wealth Advisors
Oregon
$160M – – 12.1% 102% 93 – 0
Tidemark
5659
Tidemark
California
$160M – – 8.53% – 693 – 0
Element Wealth
5660
Element Wealth
Mississippi
$160M +$21M +15% 8.54% 59.6% 271 12.55% 2.2
Spreng Capital Management
5661
Spreng Capital Management
Ohio
$160M +$23.4M +17% 11.5% 72.5% 82 4.88% 3.3
SQN Investors
5662
SQN Investors
California
$160M -$13.2M -8% 22.9% – 23 39.13% 1.2
Trueblood Wealth Management
5663
Trueblood Wealth Management
Ohio
$159M – – 10.4% 89.9% 208 – 0
GCM
5664
Granby Capital Management
Florida
$159M +$30.2M +23% 7.49% 50% 25 32% 1.3
Bay Rivers Group
5665
Bay Rivers Group
Virginia
$159M +$29.3M +23% 14.6% 166% 73 13.7% 2.7
Round Hill Asset Management
5666
Round Hill Asset Management
California
$159M +$7.16M +5% 12.3% 43.2% 61 4.92% 5.3
Woodward Diversified Capital
5667
Woodward Diversified Capital
California
$159M +$20.3M +15% 5.52% 118% 174 22.41% 1.8
MI
5668
Mango Investments
Colorado
$159M – – 5.25% – 24 – 0
Berkeley Inc
5669
Berkeley Inc
Idaho
$159M +$12.5M +9% 10.1% 49.4% 83 19.28% 2.4
AFC
5670
AFT Forsyth & Company
Florida
$159M +$22.5M +16% 14% 135% 139 11.51% 6.2
Oakcliff Capital Partners
5671
Oakcliff Capital Partners
New York
$159M +$13.2M +9% 8.58% 133% 10 10% 4.3
Findell Capital Management
5672
Findell Capital Management
New York
$159M – – 6.48% – 18 – 0
Summit Investment Advisory Services
5673
Summit Investment Advisory Services
Minnesota
$159M +$23.9M +18% 11.8% 74.2% 65 18.46% 0.8
Swan Capital
5674
Swan Capital
Florida
$159M +$33.4M +27% 11.1% 47.9% 32 6.25% 0.6
Walden Wealth Partners
5675
Walden Wealth Partners
Ohio
$159M – – 11.3% – 84 – 0