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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)
Mainsail Management Company
5751
Mainsail Management Company
Texas
$129M -$13M -9% 8.56% 55% 2 0% 0.3
Penobscot Wealth Management
5752
Penobscot Wealth Management
Maine
$129M +$13.4M +12% 6.77% 56.7% 65 7.69% 1.3
Cresta Advisors
5753
Cresta Advisors
Texas
$129M +$13.9M +12% 6.24% 66.8% 44 36.36% 0.3
Brooktree Capital Management
5754
Brooktree Capital Management
Michigan
$128M +$6.71M +6% 9.28% 82.9% 35 14.29% 2.4
Tree Line Advisors
5755
Tree Line Advisors
Hong Kong
$128M +$36.5M +40% 34.4% 670% 4 0% 2.7
Mass General Brigham
5756
Mass General Brigham
Massachusetts
$128M -$12.1M -9% 10.4% – 7 42.86% 1.3
HighMark Wealth Management
5757
HighMark Wealth Management
Minnesota
$128M -$4.36M -3% 7.27% 110% 623 16.37% 2
WF
5758
Williams Financial
Vermont
$128M +$12.9M +11% 4.59% 33.1% 37 70.27% 0.7
Firethorn Wealth Partners
5759
Firethorn Wealth Partners
Georgia
$128M +$9.6M +8% 5.94% 75.1% 147 25.17% 1.4
Wealth Advisors of Iowa
5760
Wealth Advisors of Iowa
Iowa
$128M +$5.64M +5% 5.98% 60.9% 70 25.71% 1.7
EFH
5761
Eaton Financial Holdings
Florida
$128M +$10.9M +9% 4.73% – 70 28.57% 0.2
OCP
5762
OCO Capital Partners
New York
$128M -$32.2M -20% 2.74% 679% 4 25% 2.1
Holistic Financial Partners
5763
Holistic Financial Partners
Indiana
$128M +$16.1M +14% 4.25% 95.7% 109 14.68% 2.5
Birchview Capital
5764
Birchview Capital
Vermont
$128M -$13.8M -10% 4.06% 327% 60 13.33% 3
AMC
5765
Asset Management Corp
Illinois
$128M +$8.45M +7% 11.2% 57.1% 153 24.18% 2
Guardian Wealth Advisors (Minnesota)
5766
Guardian Wealth Advisors (Minnesota)
Minnesota
$128M +$15M +13% 4.99% 62.6% 70 10% 1.8
Coombe, Bender & Co
5767
Coombe, Bender & Co
New York
$128M +$17.9M +16% 4.31% – 84 9.52% 0.6
MGO Private Wealth
5768
MGO Private Wealth
California
$128M -$91.5M -42% 6.26% 51.5% 138 54.35% 0.4
IFS
5769
Intelligent Financial Strategies
Minnesota
$128M +$8.79M +7% 3.95% 63.5% 96 4.17% 1.1
Michelson Medical Research Foundation
5770
Michelson Medical Research Foundation
California
$128M -$26.9M -17% 1.51% 52.2% 31 32.26% 0.3
Hunting Hill Global Capital
5771
Hunting Hill Global Capital
New York
$127M -$25.8M -17% 5.72% 132% 119 62.18% 0.4
Leverty Financial Group
5772
Leverty Financial Group
Wisconsin
$127M +$10.5M +9% 6.06% 57.3% 29 3.45% 1
GoalFusion Wealth Management
5773
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 4.14% 47.6% 24 20.83% 0.8
Technology Crossover Management XI
5774
Technology Crossover Management XI
California
$127M – – 69.2% 135% 1 – 0
Woodward Diversified Capital
5775
Woodward Diversified Capital
California
$127M +$3.03M +2% 4.01% 118% 149 13.42% 1.6