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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 Asset Management
5776
Mainsail Asset Management
Alabama
$255M +$32.4M +15% 13.8% 90.4% 208 51.44% 0.7
Carolina Wealth Advisors
5777
Carolina Wealth Advisors
South Carolina
$255M +$15M +6% 14.7% 62% 297 12.46% 2.6
Politan Capital Management
5778
Politan Capital Management
New York
$255M -$730M -74% 61.2% 75.4% 3 33.33% 3.8
Vista Investment Partners II
5779
Vista Investment Partners II
Indiana
$255M +$32.2M +14% 21.9% – 184 27.72% 1
Shelton Wealth Management
5780
Shelton Wealth Management
Texas
$255M +$26.4M +12% 19.6% 89.4% 168 32.74% 1.9
SFC
5781
Sprinkle Financial Consultants
Colorado
$255M +$38.1M +18% 11.7% 64.1% 108 12.96% 1.7
State Insurance Fund
5782
State Insurance Fund
New York
$255M +$38.9M +18% 18% 77.9% 1 0% 2.5
FA
5783
FAI Advisors
Michigan
$255M +$30.2M +13% 15.8% – 190 15.79% 1.2
Flatrock Wealth Partners
5784
Flatrock Wealth Partners
California
$255M +$32.3M +15% 17% – 193 24.35% 0.4
HM
5785
Harvest Management
New York
$254M +$48.1M +23% 14.6% 610% 95 74.74% 0.3
Millington Financial Advisors
5786
Millington Financial Advisors
Illinois
$254M +$16.9M +7% 17.7% 77.5% 130 10% 1.8
Essex Woodlands Management
5787
Essex Woodlands Management
Texas
$254M +$3.69M +1% 1.68% 55% 5 0% 7.1
Cherry Creek Investment Advisors
5788
Cherry Creek Investment Advisors
Colorado
$254M +$24M +10% 19.9% 151% 136 14.71% 2.8
Eastover Investment Advisors
5789
Eastover Investment Advisors
North Carolina
$254M +$20.5M +9% 14.7% 105% 50 2% 3.4
Aurelius Family Office
5790
Aurelius Family Office
New Hampshire
$254M +$23.9M +10% 9.09% – 49 4.08% 1.4
GEM Asset Management
5791
GEM Asset Management
Michigan
$254M +$27.2M +12% 15.1% 62.9% 118 11.02% 2.3
Fairfield Financial Advisors
5792
Fairfield Financial Advisors
Massachusetts
$254M -$36.4M -13% 26.1% – 89 44.94% 2.4
Gainplan
5793
Gainplan
Michigan
$254M +$120M +90% 14% 103% 71 30.99% 2
McKinney Capital Management
5794
McKinney Capital Management
Texas
$254M +$137M +118% 25.2% – 87 47.13% 0.1
Oxinas Partners Wealth Management
5795
Oxinas Partners Wealth Management
Indiana
$254M +$34.9M +16% 19.8% 91.4% 160 16.25% 2.6
TRV GP IV
5796
TRV GP IV
Massachusetts
$254M -$13.2M -5% 23.4% 1,102% 2 0% 3
Signature Resources Capital Management
5797
Signature Resources Capital Management
California
$254M +$42.6M +20% 15.5% 67.8% 746 16.89% 1.4
Silver Oak Advisory Group
5798
Silver Oak Advisory Group
Oregon
$254M +$21.8M +9% 7.02% 27% 87 9.2% 2.8
First Bancorp
5799
First Bancorp
Maine
$253M +$52.2M +26% 15.3% 80.3% 531 75.14% 1
WJ Wealth Management
5800
WJ Wealth Management
Arizona
$253M +$39.9M +19% 18.3% 90.6% 88 29.55% 2.3