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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)
Soviero Asset Management
6001
Soviero Asset Management
New York
$238M +$37.5M +19% 37.8% 676% 82 52.44% 0.4
GRWP
6002
Green Ridge Wealth Planning
New Jersey
$238M +$47.7M +25% 23.3% – 98 16.33% 0.4
Horizon Advisory Services
6003
Horizon Advisory Services
New York
$238M +$42.2M +22% 7.12% – 52 11.54% 1.2
BCFD
6004
Boit C.F. David
$238M +$12.3M +5% 11.8% 84.2% 118 28.81% 4.2
Cornerstone Select Advisors
6005
Cornerstone Select Advisors
Missouri
$238M +$77.9M +49% 50.2% – 155 23.87% 1
BlueDoor Private Wealth
6006
BlueDoor Private Wealth
Massachusetts
$238M +$21.7M +10% 10.8% – 171 18.13% 0.4
Tableaux
6007
Tableaux
Massachusetts
$238M +$31M +15% 12.1% – 125 13.6% 0.9
NBH Bank
6008
NBH Bank
Colorado
$237M – – 16.2% – 552 – 0
Client First Investment Management
6009
Client First Investment Management
Wisconsin
$237M +$44.9M +23% 43.8% 243% 36 77.78% 0.5
Grant Private Wealth Management
6010
Grant Private Wealth Management
California
$237M +$48.7M +26% 26.7% – 171 14.04% 0.8
Crestview Partners III
6011
Crestview Partners III
New York
$237M +$42.1M +22% 27.4% 51.2% 2 50% 3
Sequent Asset Management
6012
Sequent Asset Management
Texas
$237M +$28.2M +13% 13.4% 51.3% 99 19.19% 3.5
AIA
6013
Arcadia Investment Advisors
Idaho
$237M +$25.3M +12% 11.2% 56.4% 83 6.02% 5.8
RetireMitten Financial
6014
RetireMitten Financial
Michigan
$237M +$30.3M +15% 10% – 182 74.18% 0.3
BancFirst Trust & Investment Management
6015
BancFirst Trust & Investment Management
Oklahoma
$237M +$10.7M +5% 1.05% 44.1% 67 40.3% 1.8
True Blue Financial
6016
True Blue Financial
Michigan
$237M +$110M +87% 10% – 62 17.74% 0.4
CA
6017
Continental Advisors
Utah
$237M +$40.9M +21% 4.99% 73.6% 54 14.81% 5.4
Grove Street Fiduciary
6018
Grove Street Fiduciary
New Hampshire
$237M +$9.8M +4% 6.12% – 80 13.75% 1.2
Trail Ridge Investment Advisors
6019
Trail Ridge Investment Advisors
Colorado
$237M +$6.72M +3% 13.2% 83.9% 105 17.14% 3.4
Compass Financial Group (Florida)
6020
Compass Financial Group (Florida)
Florida
$237M +$14.9M +7% 9.25% 47.5% 52 11.54% 4.1
ADE LLC
6021
ADE LLC
Maryland
$237M +$28M +13% 12.6% 59.8% 96 13.54% 3.5
MWA
6022
Miller Wealth Advisors
Colorado
$237M -$23.1M -9% 8.89% 147% 126 10.32% 2.5
TCM
6023
TAM Capital Management
Connecticut
$237M +$31.7M +15% 7.68% 4.15% 10 40% 0.6
Ironwood Wealth Management (West Virginia)
6024
Ironwood Wealth Management (West Virginia)
West Virginia
$237M +$13.4M +6% 8.55% 38.1% 31 32.26% 4.5
10Elms LLP
6025
10Elms LLP
Oklahoma
$236M +$77.8M +49% 10.8% – 528 10.61% 1.2