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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)
Granite FO LLC
5701
Granite FO LLC
New Hampshire
$170M +$20.7M +14% 10.7% 112% 229 42.36% 0.8
GSI Capital Advisors
5702
GSI Capital Advisors
California
$170M +$5.02M +3% 0.83% 39.7% 33 36.36% 1.6
Fogel Capital Management
5703
Fogel Capital Management
Florida
$170M +$39.1M +30% 8.99% 122% 43 34.88% 0.2
Antara Capital
5704
Antara Capital
New York
$170M -$1.31B -89% 7.14% 39.8% 57 49.12% 1.1
PWP
5705
Pursue Wealth Partners
California
$170M +$15.2M +10% 12.1% 108% 110 22.73% 1.4
Invesco Senior Secured Management
5706
Invesco Senior Secured Management
New York
$170M +$67.2M +65% 1.19% 18.1% 8 12.5% 1.7
WIA
5707
Wetzel Investment Advisors
Indiana
$170M +$7.02M +4% 9.21% 72.2% 1,128 9.57% 0.2
HFG Wealth Management
5708
HFG Wealth Management
Texas
$170M -$238M -58% 9.14% 45.9% 60 43.33% 0.8
Allie Family Office
5709
Allie Family Office
Florida
$170M +$25.2M +17% 7.56% 59% 85 17.65% 1.5
Firethorn Wealth Partners
5710
Firethorn Wealth Partners
Georgia
$170M +$17.2M +11% 7.41% 75.1% 166 25.9% 1.7
Wealthspan Partners
5711
Wealthspan Partners
Iowa
$170M +$26.9M +19% 8.02% 65% 101 22.77% 1.4
CL
5712
COWA LLC
Oklahoma
$170M +$9.3M +6% 7.37% 67.7% 127 20.47% 2.1
BWIA
5713
Bryant Woods Investment Advisors
New York
$169M +$12.6M +8% 7.67% 74.4% 46 6.52% 1.7
Arosa Capital Management
5714
Arosa Capital Management
Florida
$169M -$52.6M -24% 4.43% 536% 44 54.55% 0.5
Evolution Advisers
5715
Evolution Advisers
Virginia
$169M +$12.8M +8% 4.6% 44.8% 233 26.18% 1.5
Lifestyle Asset Management
5716
Lifestyle Asset Management
Texas
$169M -$10.6M -6% 9.96% 88.3% 119 31.09% 0.7
Capital Wealth Alliance
5717
Capital Wealth Alliance
Arizona
$169M +$23.5M +16% 14.2% 124% 118 25.42% 2.1
Exos Asset Management
5718
Exos Asset Management
New York
$169M – – 3.09% – 184 – 0.2
Financial Council
5719
Financial Council
Maryland
$169M +$20M +13% 10.3% 88.6% 86 15.12% 1.4
Buttonwood Financial Group
5720
Buttonwood Financial Group
Missouri
$169M +$31.7M +23% 8.41% 77.9% 32 25% 1.1
Hutchens & Kramer Investment Management Group
5721
Hutchens & Kramer Investment Management Group
Indiana
$169M +$27.1M +19% 13.2% 83% 159 25.16% 1.2
New Age Alpha Advisors
5722
New Age Alpha Advisors
New York
$169M +$34.8M +26% 17.8% – 64 50% 0.2
Victory Financial Group
5723
Victory Financial Group
Texas
$169M +$21.1M +14% 7.83% – 71 26.76% 0.2
Summit Investment Advisory Services
5724
Summit Investment Advisory Services
Minnesota
$169M +$10.1M +6% 9.1% 74.2% 69 8.7% 1
Strengthening Families & Communities LLC
5725
Strengthening Families & Communities LLC
Massachusetts
$169M +$24.7M +17% 8.4% 116% 234 10.26% 1.7