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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)
Planning Directions
5751
Planning Directions
Pennsylvania
$131M -$6.8M -5% 3.66% 46.3% 68 7.35% 2.9
Guardian Wealth Advisors (Minnesota)
5752
Guardian Wealth Advisors (Minnesota)
Minnesota
$131M -$5.46M -4% 4% 57.3% 73 5.48% 2.1
Meritas Wealth Management
5753
Meritas Wealth Management
California
$131M -$2.65M -2% 1.67% 69.4% 44 9.09% 0.7
Otter Creek Advisors
5754
Otter Creek Advisors
Florida
$130M -$40.1M -24% 0.95% 173% 55 52.73% 0.9
Firethorn Wealth Partners
5755
Firethorn Wealth Partners
Georgia
$130M -$3.63M -3% 3.55% 75.1% 140 23.57% 1.7
Aletheian Wealth Advisors
5756
Aletheian Wealth Advisors
Washington
$130M -$15.6M -11% 3.12% – 83 14.46% 1.2
Cook Wealth
5757
Cook Wealth
North Carolina
$130M +$550K +0.4% 4.66% 7.36% 60 28.33% 1.1
Bain Capital Public Equity
5758
Bain Capital Public Equity
Massachusetts
$130M +$6.67M +5% 4% 169% 43 58.14% 0.3
WPEP
5759
Walnut Private Equity Partners
Nebraska
$130M +$9.03M +7% 6.56% 48% 17 0% 5.9
Cahill Wealth Management
5760
Cahill Wealth Management
Michigan
$130M -$14.6M -10% 4.36% 24.7% 49 8.16% 1.2
Eagle Bluffs Wealth Management
5761
Eagle Bluffs Wealth Management
Missouri
$130M +$485K +0.4% 4.43% 95.5% 75 24% 1.4
Lakeside Advisors
5762
Lakeside Advisors
Washington
$130M -$5.49M -4% 2.89% 83.7% 62 3.23% 1.5
Green Alpha Advisors
5763
Green Alpha Advisors
Colorado
$130M -$22.2M -15% 5.2% 316% 172 20.35% 1.9
Masso Torrence Wealth Management
5764
Masso Torrence Wealth Management
New Jersey
$130M -$8.53M -6% 3.12% 130% 87 5.75% 1.3
Asset Planning Corporation
5765
Asset Planning Corporation
Tennessee
$130M -$1.53M -1% 3.28% 44.5% 42 4.76% 2
YC
5766
Yunqi Capital
Hong Kong
$130M -$6.94M -5% 7.85% 71.4% 8 37.5% 0.7
Bay Rivers Group
5767
Bay Rivers Group
Virginia
$130M -$3.42M -3% 2.27% 166% 67 2.99% 2.7
Kanen Wealth Management
5768
Kanen Wealth Management
Florida
$130M -$20.8M -14% 10.3% 328% 20 15% 1.4
Soditic Asset Management
5769
Soditic Asset Management
United Kingdom
$130M -$7.22M -5% 4.79% 23.4% 10 0% 2.4
Catawba River Capital
5770
Catawba River Capital
South Carolina
$130M +$4.35M +3% 0.38% 89.5% 21 14.29% 2.1
SMP
5771
Santa Monica Partners
Florida
$130M +$6.22M +5% 7.95% 102% 18 5.56% 4.8
Northwestern University
5772
Northwestern University
Illinois
$129M +$27.3M +27% 2.32% 28.2% 8 37.5% 2.5
Blue Owl Capital Holdings
5773
Blue Owl Capital Holdings
New York
$129M -$33M -20% 0.88% 145% 19 36.84% 1.1
Garrison Point Advisors
5774
Garrison Point Advisors
California
$129M -$9.6M -7% 3.62% 81.5% 152 5.92% 3.8
Hilltop Wealth Advisors
5775
Hilltop Wealth Advisors
North Carolina
$129M -$6.4M -5% 3.61% 58.3% 38 13.16% 2.2