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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)
SHFP
5926
Second Half Financial Partners
Florida
$244M +$21.8M +10% 10.1% 36.8% 122 31.97% 1.3
Sterling Group Wealth Management
5927
Sterling Group Wealth Management
California
$244M +$32.3M +15% 14.9% 67.7% 68 23.53% 1.5
Grey Rock Energy Management
5928
Grey Rock Energy Management
Texas
$244M -$80.7M -25% 24.9% – 1 0% 1.5
Security National Bank of Sioux City Iowa
5929
Security National Bank of Sioux City Iowa
Iowa
$244M +$74.5M +44% 10.7% 61% 323 68.42% 2
Powers Capital
5930
Powers Capital
California
$244M +$32.1M +15% 15.3% – 2 0% 1.5
CCA
5931
Cypress Capital Advisors
Tennessee
$243M +$58.9M +32% 8.57% – 82 12.2% 1.2
Tejara Capital
5932
Tejara Capital
United Kingdom
$243M -$60.1M -20% 6.51% 17.3% 98 58.16% 0.7
JNE Partners
5933
JNE Partners
United Kingdom
$243M -$1.19M -0.5% 2.94% 100% 7 14.29% 1.8
Motive Wealth Advisors
5934
Motive Wealth Advisors
Michigan
$243M +$30.2M +14% 14.9% 73.4% 102 15.69% 2.6
Udine Wealth Management
5935
Udine Wealth Management
Florida
$243M +$38.3M +19% 18.4% 141% 45 33.33% 1.7
NewGen Asset Management
5936
NewGen Asset Management
Ontario, Canada
$243M -$15.9M -6% 4.72% 402% 47 63.83% 0.4
Legacy Wealth Management (Idaho)
5937
Legacy Wealth Management (Idaho)
Idaho
$243M +$41.5M +21% 17.8% – 1,072 84.51% 1.2
Threadgill Financial
5938
Threadgill Financial
Texas
$243M -$102M -30% 10.8% 49.3% 48 33.33% 2.2
One William Street Capital Management
5939
One William Street Capital Management
New York
$242M -$937M -79% 3.16% 44% 18 27.78% 0.4
Pacific Sun Financial
5940
Pacific Sun Financial
California
$242M +$36M +17% 18.6% 70.3% 222 10.81% 5
Sound Stewardship
5941
Sound Stewardship
Kansas
$242M +$24.1M +11% 8.38% 45.9% 73 13.7% 2.3
EAM
5942
Eukles Asset Management
Ohio
$242M +$18.1M +8% 12.5% 77.2% 243 8.23% 4.9
Higgins & Schmidt Wealth Strategies
5943
Higgins & Schmidt Wealth Strategies
Colorado
$242M +$23.4M +11% 12.5% 65.6% 68 11.76% 1.6
IRON Financial
5944
IRON Financial
Illinois
$242M +$13.5M +6% 8.66% 60.6% 156 10.26% 3.1
Long Island Wealth Management
5945
Long Island Wealth Management
New York
$242M +$26.6M +12% 10.4% 58.2% 97 10.31% 1.9
DoubleLine ETF Adviser
5946
DoubleLine ETF Adviser
Florida
$242M -$20.6M -8% 6.25% 51.6% 217 40.55% 1
Wealthcare Capital Partners
5947
Wealthcare Capital Partners
Pennsylvania
$242M +$28.6M +13% 10.8% – 185 20.54% 1.1
TrueWealth Financial Partners
5948
TrueWealth Financial Partners
Washington
$242M -$8.88M -4% 7.61% 36.4% 66 57.58% 0.4
Royalty Pharma Sub-Manager
5949
Royalty Pharma Sub-Manager
New York
$242M +$69.2M +40% 27.9% – 5 40% 0.4
Financial Harvest
5950
Financial Harvest
Florida
$242M +$72.1M +42% 10.2% – 67 14.93% 0.8