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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)
Okabena Investment Services
5726
Okabena Investment Services
Minnesota
$137M -$6.46M -5% 5.03% 72.4% 258 63.18% 1.2
Matrix Private Capital Group
5727
Matrix Private Capital Group
New York
$137M -$7.7M -5% 5.22% 62.5% 202 18.81% 2.6
TCM
5728
Tao Capital Management
California
$137M +$10.9M +9% 20.8% 314% 16 18.75% 2.1
Autumn Glory Partners
5729
Autumn Glory Partners
Texas
$137M +$19.6M +17% 5.32% 69.5% 183 56.83% 0.8
Penobscot Wealth Management
5730
Penobscot Wealth Management
Maine
$136M +$7.84M +6% 4.57% 56.7% 70 20% 1.4
CV Advisors
5731
CV Advisors
Florida
$136M +$22.1M +19% 12.1% 112% 23 8.7% 1.1
FAG
5732
Fortitude Advisory Group
Washington
$136M +$7.14M +6% 9.91% 142% 235 14.47% 1.3
Roubaix Capital
5733
Roubaix Capital
Colorado
$136M +$5.07M +4% 7.02% 174% 59 59.32% 0.6
RHS Financial
5734
RHS Financial
California
$136M +$4.58M +3% 3.37% 65.6% 97 10.31% 2.3
Tacita Capital
5735
Tacita Capital
Ontario, Canada
$136M +$3.34M +3% 3.06% 72.3% 198 8.59% 2.1
Anabranch Capital Management
5736
Anabranch Capital Management
Connecticut
$136M +$14.2M +12% 14.5% 139% 7 0% 2
Dravo Bay
5737
Dravo Bay
Delaware
$136M +$2.96M +2% 3.72% 45.2% 43 2.33% 1.3
Financial Guidance Group
5738
Financial Guidance Group
Florida
$136M +$4.53M +3% 3.99% 58.7% 52 1.92% 1.1
Guardian Wealth Advisors (Minnesota)
5739
Guardian Wealth Advisors (Minnesota)
Minnesota
$136M +$8.35M +7% 4.93% 57.3% 72 6.94% 2
Alamar Capital Management
5740
Alamar Capital Management
California
$136M +$15.8M +13% 5.15% – 80 16.25% 1.6
University of Wisconsin Foundation
5741
University of Wisconsin Foundation
Wisconsin
$136M +$83.3M +158% 14.8% 142% 3 33.33% 0.3
WFA
5742
WMG Financial Advisors
Tennessee
$136M +$15.1M +13% 7.33% 68% 133 18.8% 1.1
AA
5743
AlphaQ Advisors
Florida
$136M +$18.2M +15% 3.76% – 183 15.3% 0.4
GoalFusion Wealth Management
5744
GoalFusion Wealth Management
Texas
$136M +$8.49M +7% 3.14% 47.6% 27 22.22% 0.9
Oracle Investment Management
5745
Oracle Investment Management
Connecticut
$136M +$32.4M +31% 14.3% 865% 37 48.65% 2.6
Lakeside Advisors
5746
Lakeside Advisors
Washington
$136M +$6.2M +5% 8.48% 83.7% 62 6.45% 1.4
Cox Capital Management
5747
Cox Capital Management
Massachusetts
$136M -$2.7M -2% 2.91% 106% 73 2.74% 3.7
F/M Investments
5748
F/M Investments
District of Columbia
$136M +$36.5M +37% 15.8% 101% 86 41.86% 0.5
LRT Capital Management
5749
LRT Capital Management
Texas
$136M +$2.52M +2% 4.38% 76.2% 79 22.78% 0.8
Hilltop Wealth Advisors
5750
Hilltop Wealth Advisors
North Carolina
$136M +$11.3M +9% 5.64% 58.3% 41 24.39% 2.1