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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)
Trivant Custom Portfolio Group
5926
Trivant Custom Portfolio Group
California
$157M +$7.12M +5% 11.7% 86.1% 220 23.18% 0.8
Regency Capital Management
5927
Regency Capital Management
Hawaii
$157M +$8.39M +6% 8.89% 92.1% 58 29.31% 1.2
Vaughan & Co Securities
5928
Vaughan & Co Securities
New Jersey
$157M +$8.04M +5% 6.19% 70.7% 56 1.79% 2.9
Axiom Financial Strategies
5929
Axiom Financial Strategies
Indiana
$157M +$2.99M +2% 6.34% 54.5% 37 8.11% 2.7
GoalFusion Wealth Management
5930
GoalFusion Wealth Management
Texas
$157M +$10.3M +7% 5.59% 47.6% 31 12.9% 1.4
Windle Wealth
5931
Windle Wealth
Oklahoma
$157M +$14.4M +10% 9.47% 73% 29 3.45% 1.2
TLW Wealth Management
5932
TLW Wealth Management
Florida
$157M +$16.6M +12% 13.8% 98.3% 21 9.52% 3.1
Polus Capital Management
5933
Polus Capital Management
United Kingdom
$157M -$628M -80% 19% – 12 83.33% 0.5
Absolute Capital Management
5934
Absolute Capital Management
Pennsylvania
$157M +$46.8M +42% 9.6% 98.2% 117 38.46% 0.7
Gridiron Partners
5935
Gridiron Partners
Pennsylvania
$157M +$15.2M +11% 2.1% 15.5% 63 0% 0.3
Permit Capital
5936
Permit Capital
Pennsylvania
$157M -$134M -46% 8.13% 121% 27 7.41% 5.5
FourWorld Capital Management
5937
FourWorld Capital Management
New York
$157M -$28.9M -16% 15.5% 132% 39 71.79% 0.4
Norwood Investment Partners
5938
Norwood Investment Partners
California
$157M +$11.4M +8% 7.43% 25.2% 15 33.33% 1.4
Semanteon Capital Management
5939
Semanteon Capital Management
Massachusetts
$157M +$8.44M +6% 7.68% – 342 78.65% 0.1
Passumpsic Savings Bank
5940
Passumpsic Savings Bank
Vermont
$156M – – 16.1% – 96 – 0
Miller Value Partners
5941
Miller Value Partners
Florida
$156M -$12M -7% 7.65% 133% 47 46.81% 2.3
RHDIC
5942
R.H. Dinel Investment Counsel
California
$156M +$9.9M +7% 8.66% 55.9% 55 1.82% 7.6
Lakeside Advisors
5943
Lakeside Advisors
Washington
$156M +$12.3M +9% 11.8% 83.7% 63 1.59% 2
KC
5944
Kades & Cheifetz
Pennsylvania
$156M +$15.1M +11% 4.37% – 90 11.11% 1
Paces Ferry Wealth Advisors
5945
Paces Ferry Wealth Advisors
Georgia
$156M +$12.4M +9% 10.7% 72% 118 15.25% 2.6
Pelion Inc
5946
Pelion Inc
Utah
$156M -$17.3M -10% 9.32% 16.9% 4 0% 2.3
Prosperitas Financial
5947
Prosperitas Financial
California
$156M +$20.3M +15% 12% 118% 62 11.29% 0.5
Arrowroot Family Office
5948
Arrowroot Family Office
California
$156M +$14.7M +10% 7.11% – 129 10.08% 0.8
Littlejohn & Co
5949
Littlejohn & Co
Connecticut
$156M +$13M +9% 5.87% 66.1% 38 10.53% 1.8
Brooks Moore & Associates
5950
Brooks Moore & Associates
Tennessee
$156M +$10.4M +7% 8.78% 63.7% 92 9.78% 3.8