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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)
Revolution Growth Management Company
5701
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 10.5% 23.5% 4 25% 1.3
Waypoint Wealth Counsel
5702
Waypoint Wealth Counsel
Georgia
$124M – – 6.57% 111% 94 – 0
Sandy Cove Advisors
5703
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 8.48% 78% 85 16.47% 0.8
Sturgeon Ventures
5704
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 7.11% 85.9% 44 29.55% 1.6
New Vernon Capital Holdings II
5705
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 8.79% 114% 81 18.52% 0.6
GoalFusion Wealth Management
5706
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 5.67% 47.6% 22 22.73% 0.7
Lodestone Wealth Management
5707
Lodestone Wealth Management
Washington
$124M – – 10.8% 87.1% 119 – 0
MFG
5708
Monumental Financial Group
Maryland
$124M +$18.3M +17% 6.33% 18.2% 57 57.89% 0.7
SM
5709
Scoggin Management
New York
$124M -$17.3M -12% 2.66% 889% 69 69.57% 0.8
Morris Financial Concepts
5710
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 8.42% 56.5% 148 20.95% 0.7
Lakewood Asset Management
5711
Lakewood Asset Management
Illinois
$124M – – 9.88% 69.3% 315 – 0
Herbst Group
5712
Herbst Group
Connecticut
$124M +$1.8M +1% 8.59% 142% 76 10.53% 0.9
Praetorian Capital Management
5713
Praetorian Capital Management
Florida
$124M – – 22.7% – 18 – 0
Omnia Family Wealth
5714
Omnia Family Wealth
Florida
$124M +$1.9M +2% 8.58% 80.6% 73 20.55% 3.9
Briaud Financial Planning
5715
Briaud Financial Planning
Texas
$124M +$11.1M +10% 9.72% 113% 28 14.29% 1.8
Alpine Peaks Capital
5716
Alpine Peaks Capital
New York
$124M +$12.1M +11% 7.81% 24.3% 25 8% 0.9
Roubaix Capital
5717
Roubaix Capital
Colorado
$124M +$11.2M +10% 9.27% 174% 64 65.63% 0.5
TLW Wealth Management
5718
TLW Wealth Management
Florida
$124M +$8.86M +8% 13.3% 98.3% 20 10% 2.5
Bancreek Capital Management
5719
Bancreek Capital Management
California
$123M +$7.36M +6% 8.66% 33.6% 27 14.81% 0.9
Nixon Peabody Trust
5720
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 8.83% 101% 70 11.43% 4.3
True Capital Management
5721
True Capital Management
California
$123M – – 2.32% – 121 – 0
Catalyst Private Wealth
5722
Catalyst Private Wealth
California
$123M -$9.4M -7% 8.58% 120% 78 20.51% 1.6
Little Harbor Advisors
5723
Little Harbor Advisors
Massachusetts
$123M +$1.02M +0.8% 6.33% 59% 4 50% 0.5
Financial Guidance Group
5724
Financial Guidance Group
Florida
$123M -$1.85M -1% 8.23% 58.7% 53 13.21% 0.6
Horizon Wealth Management
5725
Horizon Wealth Management
Illinois
$123M -$13.7M -10% 4.08% 97.2% 74 10.81% 0.9