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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)
Charles Schwab Trust Bank
6126
Charles Schwab Trust Bank
Nevada
$147M – – 5.91% – 1 – 0
Trevian Wealth Management
6127
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 9.43% 94.1% 32 15.63% 0.9
Granite Harbor Advisors
6128
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 8.3% 61.5% 83 13.25% 1.1
Successful Portfolios
6129
Successful Portfolios
Florida
$147M +$12.8M +10% 11.8% 110% 177 7.34% 4.1
VFG
6130
V2 Financial group
Illinois
$147M +$2.78M +2% 5.75% 63.3% 75 12% 2.1
Hamilton Lane Advisors
6131
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 6.88% 167% 27 40.74% 2
Salvus Wealth Management
6132
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 10.7% 108% 108 1.85% 2.4
Concorde Asset Management
6133
Concorde Asset Management
Michigan
$146M -$689K -0.5% 7.89% – 179 34.08% 1.9
WFG
6134
Wormser Freres Gestion
France
$146M +$22.8M +19% 9.76% 67.4% 44 6.82% 0.2
Barnett & Company
6135
Barnett & Company
Tennessee
$146M +$12.8M +10% 7.47% 65.9% 84 10.71% 3.9
BMMM
6136
Boston Mountain Money Management
Arkansas
$146M – – 8.47% – 62 – 0
Robocap Asset Management
6137
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 16.8% 274% 26 11.54% 0.9
Dover Advisors
6138
Dover Advisors
Virginia
$146M +$69.9M +92% 8.19% 65% 115 31.3% 0.8
Investments & Financial Planning LLC
6139
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 9.19% 63.6% 34 8.82% 1.9
Guardian Financial Partners
6140
Guardian Financial Partners
California
$146M +$24M +20% 6.34% 53.9% 49 18.37% 0.8
W Advisors LLC
6141
W Advisors LLC
Tennessee
$146M +$10.9M +8% 9.58% 88.7% 117 11.97% 1.7
IF
6142
Integrity Financial
Wyoming
$146M +$7.83M +6% 7.58% 66.3% 216 12.04% 1.8
BCM
6143
BluePointe Capital Management
California
$146M +$13.9M +11% 9.75% – 90 6.67% 0.2
Waterfall Asset Management
6144
Waterfall Asset Management
New York
$146M -$31.1M -18% 2.86% – 5 0% 0.3
CMG Global Holdings
6145
CMG Global Holdings
Texas
$146M +$7.8M +6% 8.26% 80.8% 93 4.3% 2.4
Keener Financial Planning
6146
Keener Financial Planning
Texas
$145M +$16.1M +12% 7.04% 70.5% 216 28.24% 0.2
Harbert Fund Advisors
6147
Harbert Fund Advisors
Alabama
$145M -$580K -0.4% 9.84% 70.8% 99 47.47% 0.9
Piper Sandler & Co
6148
Piper Sandler & Co
Minnesota
$145M +$12.8M +10% 1.06% 0.05% 24 20.83% 0.5
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6149
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145M +$24.9M +21% 10% 133% 122 4.1% 1.5
Mainsail Financial Group
6150
Mainsail Financial Group
Washington
$145M +$16.1M +12% 6.77% 61.9% 53 3.77% 1