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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)
RiverGlades Family Offices
6126
RiverGlades Family Offices
Florida
$109M +$16.8K +0% 5.77% – 83 19.28% 3
Onyx Financial Advisors
6127
Onyx Financial Advisors
Idaho
$109M +$8.26M +8% 4.77% 57.8% 10 0% 0.3
Jupiter Wealth Management
6128
Jupiter Wealth Management
Colorado
$109M +$5.27M +5% 6.37% 99.2% 70 24.29% 2.4
Cottonwood Capital Advisors
6129
Cottonwood Capital Advisors
Utah
$109M -$3.36M -3% 3.86% 79% 99 9.09% 1.1
JDM Financial Group
6130
JDM Financial Group
Texas
$109M +$4.05M +4% 7.03% 56.7% 233 13.73% 0.2
Midwest Financial Group
6131
Midwest Financial Group
Kansas
$109M – – 6.85% 103% 90 – 0
AIM
6132
AHL Investment Management
Florida
$108M +$855K +0.8% 2.18% 57.7% 65 10.77% 1
V-Square Quantitative Management
6133
V-Square Quantitative Management
Illinois
$108M – – 13.3% 111% 140 – 0
KM Capital Management
6134
KM Capital Management
Texas
$108M +$7.9M +8% 5.84% 60.8% 49 18.37% 0.2
Valley Brook Capital Group
6135
Valley Brook Capital Group
Pennsylvania
$108M +$4.14M +4% 5.28% 122% 113 8.85% 2
Milestone Advisory Partners
6136
Milestone Advisory Partners
North Carolina
$108M -$26M -19% 2.96% 19.7% 72 9.72% 2.7
RCA
6137
Reitz Capital Advisors
Michigan
$108M +$3.35M +3% 3.89% 11% 52 5.77% 2.1
Lionsbridge Wealth Management
6138
Lionsbridge Wealth Management
Florida
$108M +$5.74M +6% 2.86% 65.5% 47 17.02% 1.3
AFG Fiduciary Services
6139
AFG Fiduciary Services
Massachusetts
$108M +$2.02M +2% 10.8% 72.4% 90 28.89% 0.8
Founders Circle Capital
6140
Founders Circle Capital
California
$108M -$34.1M -24% 2.47% 28% 11 18.18% 1.4
Montz Harcus Wealth Management
6141
Montz Harcus Wealth Management
Louisiana
$108M +$7.36M +7% 8.21% 84.1% 55 7.27% 1.1
Millington Financial Advisors
6142
Millington Financial Advisors
Illinois
$108M +$5.66M +6% 6.24% 77.5% 70 1.43% 0.3
Zeit Capital
6143
Zeit Capital
Colorado
$108M +$5.14M +5% 5.88% 56.5% 33 9.09% 1.9
Capital Square
6144
Capital Square
Tennessee
$108M -$2.58M -2% 2.3% 62.5% 159 18.24% 2
VERITY Wealth Advisors
6145
VERITY Wealth Advisors
United States
$108M +$5.93M +6% 5.8% 59.9% 74 2.7% 2.8
Greycroft
6146
Greycroft
New York
$108M +$7.46M +7% 21.4% 20% 3 33.33% 1.1
Signature Wealth Management Partners
6147
Signature Wealth Management Partners
New Jersey
$108M +$6.26M +6% 8.83% 97.9% 111 10.81% 1.8
Brooklyn FI
6148
Brooklyn FI
New York
$108M -$32M -23% 4.43% 60.4% 48 29.17% 1
Shearwater Capital
6149
Shearwater Capital
Colorado
$108M +$8.68M +9% 10.2% 74.4% 41 14.63% 1.1
Whitefort Capital Management
6150
Whitefort Capital Management
New York
$108M -$21.1M -16% 7.3% 243% 21 23.81% 0.7