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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)
Patient Square Capital
5826
Patient Square Capital
California
$124M -$112M -47% 38.4% 329% 2 0% 0.3
Hilltop Wealth Advisors
5827
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 4.52% 58.3% 40 10% 1.9
LifeGuide Financial Advisors
5828
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 3.39% 35.4% 36 30.56% 1
Spring Capital Management
5829
Spring Capital Management
Texas
$124M +$8.47M +7% 4.27% 73.6% 30 3.33% 1.1
Midwest Heritage Bank
5830
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 3.69% 52.2% 62 14.52% 1.1
Meredith Wealth Planning
5831
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 2.3% 66.5% 68 22.06% 0.2
Jackson Hill Advisors
5832
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 12.1% 61.2% 11 9.09% 0.9
SFMG
5833
Sage Financial Management Group
Virginia
$124M -$19M -13% 5.71% 51.6% 42 16.67% 1.1
Mills Wealth Advisors
5834
Mills Wealth Advisors
Texas
$124M +$13.5M +12% 2.64% 37.9% 55 25.45% 0.2
BHCM
5835
Boulder Hill Capital Management
New York
$124M +$3.69M +3% 10% – 236 94.07% 0
Sagil Capital
5836
Sagil Capital
United Kingdom
$124M +$2.89M +2% 5.51% 104% 25 60% 0.6
Ravenstone Capital Management
5837
Ravenstone Capital Management
$124M +$1.98M +2% 8.46% 63% 38 10.53% 1.5
Paces Ferry Wealth Advisors
5838
Paces Ferry Wealth Advisors
Georgia
$124M +$21.2M +21% 12.1% 72% 117 12.82% 1.9
Capital Wealth Alliance
5839
Capital Wealth Alliance
Arizona
$124M +$4.61M +4% 5.44% 124% 124 26.61% 1.8
Equinox Partners Investment Management
5840
Equinox Partners Investment Management
Connecticut
$124M -$29.2M -19% 15.3% 241% 13 23.08% 2.1
Lauterbach Financial Advisors
5841
Lauterbach Financial Advisors
Texas
$124M +$11.6M +10% 4.47% 76.5% 60 11.67% 0.9
Accel Growth Fund V Associates
5842
Accel Growth Fund V Associates
California
$124M -$1.59M -1% 0.69% 1.17% 2 0% 1.9
GEM Asset Management
5843
GEM Asset Management
Michigan
$124M +$6.99M +6% 4.8% 62.9% 76 10.53% 0.2
Eclipse Ventures
5844
Eclipse Ventures
California
$124M +$12.8M +12% 18.5% – 3 0% 1.3
IF
5845
Integrity Financial
Wyoming
$124M +$18.2M +17% 7% 66.3% 224 10.27% 1.1
Salvus Wealth Management
5846
Salvus Wealth Management
New Jersey
$124M +$14.6M +13% 8.97% 108% 108 15.74% 1.7
Arbor Capital Management (Alaska)
5847
Arbor Capital Management (Alaska)
Alaska
$123M +$10.8M +10% 4.5% 62.7% 110 10.91% 1
SMP
5848
Santa Monica Partners
Florida
$123M -$14.9M -11% 3.71% 102% 19 5.26% 4.2
Shelton Wealth Management
5849
Shelton Wealth Management
Texas
$123M -$3.36M -3% 3.94% 89.4% 72 19.44% 1
Peak Planning Group
5850
Peak Planning Group
Colorado
$123M +$9.6M +8% 9.6% 105% 81 6.17% 1.9