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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)
SGL Investment Advisors
5676
SGL Investment Advisors
Montana
$198M +$3.52M +2% 0.75% – 122 19.67% 0.2
Everpar Advisors
5677
Everpar Advisors
Oklahoma
$198M +$4.99M +3% 4.02% – 285 16.84% 0.8
Littlejohn & Co
5678
Littlejohn & Co
Connecticut
$198M +$718K +0.4% 4.49% 66.1% 25 8% 2.5
Wealth Advisors of Iowa
5679
Wealth Advisors of Iowa
Iowa
$198M +$1.87M +0.9% 0.79% 60.9% 73 17.81% 1.9
Retirement Guys Formula
5680
Retirement Guys Formula
Ohio
$198M -$16.8M -8% 0.59% 75.7% 143 16.08% 1.5
Axon Enterprise
5681
Axon Enterprise
Arizona
$198M – – 30.8% – 1 – 0
AAF Wealth Management
5682
AAF Wealth Management
Massachusetts
$198M -$204K -0.1% 0.75% 75.1% 49 14.29% 2.3
Aurelius Family Office
5683
Aurelius Family Office
New Hampshire
$198M – – 2.3% – 43 – 0
Jackson Hill Advisors
5684
Jackson Hill Advisors
Texas
$198M +$1.53M +0.8% 3.45% 61.2% 13 15.38% 2.3
Galilei Investment Office
5685
Galilei Investment Office
United Kingdom
$198M – – 1.13% – 25 – 0
Candelo Capital Management
5686
Candelo Capital Management
New York
$198M +$19M +11% 8.8% – 54 59.26% 0.3
SCM
5687
Sage Capital Management
New Jersey
$198M -$10.5M -5% 0.43% 94.3% 165 6.06% 0.9
State Insurance Fund
5688
State Insurance Fund
New York
$198M +$4.6M +2% 2.37% 77.9% 1 0% 1
Hilltop Wealth Advisors
5689
Hilltop Wealth Advisors
North Carolina
$198M -$16.6M -8% 0.27% 58.3% 54 11.11% 2.5
Prosperitas Financial
5690
Prosperitas Financial
California
$198M +$11.9M +6% 3.56% 118% 68 14.71% 0.9
Continuum Wealth Advisors
5691
Continuum Wealth Advisors
New York
$198M +$11.3M +6% 0.62% 69% 62 12.9% 1.3
Taylor Frigon Capital Management
5692
Taylor Frigon Capital Management
Arizona
$198M -$3.02M -2% 10.6% 152% 92 5.43% 4.4
Arcadia Wealth Management (New Hampshire)
5693
Arcadia Wealth Management (New Hampshire)
New Hampshire
$198M +$7.6M +4% 1.04% 55.5% 65 9.23% 1.4
BPIA
5694
Broad Peak Investment Advisers
Singapore
$198M -$128M -39% 4.98% – 9 55.56% 0.5
PK
5695
Pflug Koory
Nebraska
$198M -$5.87M -3% 1.32% – 399 1.25% 5.9
Davis Rea
5696
Davis Rea
Ontario, Canada
$198M -$32.3M -14% 1.17% 66.9% 39 23.08% 6.2
Vivid Wealth Management
5697
Vivid Wealth Management
Iowa
$198M +$6.09M +3% 5.03% 107% 68 23.53% 0.8
Castalian Partners
5698
Castalian Partners
Minnesota
$197M – – 0.39% – 27 – 0
Abound Financial
5699
Abound Financial
California
$197M – – 0.41% – 69 – 0
Porter White Investment Advisors
5700
Porter White Investment Advisors
Alabama
$197M -$2.43M -1% 1.58% 58% 33 3.03% 1.7