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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)
nVerses Capital
5776
nVerses Capital
Florida
$167M +$126M +302% 0.65% – 1,254 73.76% 0.1
FAG
5777
Fortitude Advisory Group
Washington
$167M -$9.7M -5% 6.95% 142% 226 15.04% 1.9
Security National Bank of So Dak
5778
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 1.99% 67.7% 99 6.06% 6.1
CH
5779
Cromwell Holdings
Wyoming
$167M – – 4.79% – 611 – 0
Crystal Rock Capital Management
5780
Crystal Rock Capital Management
Illinois
$167M -$4.62M -3% 2.66% 172% 28 7.14% 5.1
FourWorld Capital Management
5781
FourWorld Capital Management
New York
$167M +$10.3M +7% 3.79% 132% 41 41.46% 0.7
EL
5782
EQ LLC
Washington
$167M +$4.7M +3% 2.01% 72.9% 55 10.91% 2.3
Onyx Financial Advisors
5783
Onyx Financial Advisors
Idaho
$167M +$5.27M +3% 0.68% 57.8% 15 13.33% 1
Values First Advisors
5784
Values First Advisors
Tennessee
$167M -$3.71M -2% 4.72% 87.6% 184 17.39% 2.5
Fairfield, Bush & Co
5785
Fairfield, Bush & Co
Connecticut
$167M -$1.8M -1% 5.43% 112% 120 10.83% 6.3
VeriStar Capital Management
5786
VeriStar Capital Management
New York
$167M -$23.6M -12% 4.21% 41% 12 16.67% 1.3
FFA
5787
Florida Financial Advisors
Florida
$167M +$30.7M +23% 4.68% – 154 24.03% 0.4
Birchbrook
5788
Birchbrook
Maine
$167M -$1.46M -0.9% 0.11% 49.1% 293 14.33% 0.5
ICA Group Wealth Management
5789
ICA Group Wealth Management
Colorado
$167M -$332M -67% 2.6% – 1,376 44.11% 0.9
AllSquare Wealth Management
5790
AllSquare Wealth Management
New York
$167M -$4.04M -2% 1.33% 62.4% 548 4.2% 5.2
TCM
5791
TAM Capital Management
Connecticut
$167M +$46.3M +39% 1.16% 4.15% 10 20% 1.5
Motive Wealth Advisors
5792
Motive Wealth Advisors
Michigan
$166M +$1.34M +0.8% 2.65% 66% 71 8.45% 1.8
Pelham Capital
5793
Pelham Capital
United Kingdom
$166M +$78.4K +0% 3.02% 135% 12 50% 1
Lakeridge Wealth Management
5794
Lakeridge Wealth Management
Ohio
$166M +$12.1M +8% 1.81% – 148 10.81% 0.4
Mader & Shannon Wealth Management
5795
Mader & Shannon Wealth Management
Missouri
$166M -$12M -7% 0.13% 53.1% 12 8.33% 3.6
Allie Family Office
5796
Allie Family Office
Florida
$166M -$3.52M -2% 1.77% 59% 88 11.36% 1.7
Phase 2 Partners
5797
Phase 2 Partners
California
$166M -$25.1M -13% 4.59% 25.1% 39 61.54% 0.3
Yarger Wealth Strategies
5798
Yarger Wealth Strategies
Ohio
$166M +$19.4M +13% 1.8% 55.1% 87 13.79% 1.4
HighMark Wealth Management
5799
HighMark Wealth Management
Minnesota
$166M +$4.72M +3% 0.4% 110% 622 15.59% 2.7
Ridgecrest Wealth Partners
5800
Ridgecrest Wealth Partners
California
$166M -$1.85M -1% 6.1% 103% 115 13.04% 2.5