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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)
Farrow Financial
6176
Farrow Financial
Vermont
$133M – – 11.8% 79.9% 51 – 0
Hidden Lake Asset Management
6177
Hidden Lake Asset Management
New York
$133M +$48.9M +58% 16.5% 849% 23 78.26% 0.3
Archvest Wealth Advisors
6178
Archvest Wealth Advisors
California
$133M +$9.9M +8% 7.39% 53.1% 59 20.34% 1.3
Armstrong Fleming & Moore
6179
Armstrong Fleming & Moore
District of Columbia
$133M +$29.6M +29% 14.2% 135% 93 13.98% 0.4
Partnership Wealth Management
6180
Partnership Wealth Management
Maryland
$133M – – 9.34% 67.6% 210 – 0
Pacific Capital Partners
6181
Pacific Capital Partners
$133M -$32.8M -20% 9.65% 61.4% 59 5.08% 0.3
BTS Asset Management
6182
BTS Asset Management
Massachusetts
$133M -$22M -14% 5.21% 8.8% 45 64.44% 1.1
Aufman Associates
6183
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 12.6% 141% 43 0% 3
Security National Bank of Sioux City Iowa
6184
Security National Bank of Sioux City Iowa
Iowa
$132M +$4.3M +3% 7.91% 61% 95 7.37% 5.8
Piper Sandler & Co
6185
Piper Sandler & Co
Minnesota
$132M +$26.8M +25% 0.99% 0.05% 20 10% 0.5
Bridgefront Capital
6186
Bridgefront Capital
Texas
$132M -$10.2M -7% 11.3% 52.1% 597 80.07% 0.1
Matrix Private Capital Group
6187
Matrix Private Capital Group
New York
$132M -$1.64M -1% 9.15% 62.5% 179 24.58% 3
Palo Alto Wealth Advisors
6188
Palo Alto Wealth Advisors
California
$132M +$12.4M +10% 10.5% 108% 42 16.67% 0.9
Fischer Investment Strategies
6189
Fischer Investment Strategies
California
$132M +$33.8M +34% 11.2% 81% 38 60.53% 0.3
SCP Investment
6190
SCP Investment
California
$132M +$707K +0.5% 7.31% 32.8% 61 45.9% 0.9
Clarus Group
6191
Clarus Group
Texas
$132M -$5.66M -4% 6.42% 67.5% 117 18.8% 2
WAM
6192
Werlinich Asset Management
Connecticut
$132M +$10.9M +9% 14% 232% 61 13.11% 2.2
BCM
6193
BML Capital Management
Indiana
$132M +$23.1M +21% 1.82% 349% 38 39.47% 0.5
Kaizen Financial Strategies
6194
Kaizen Financial Strategies
California
$132M +$13.6M +12% 12.4% 126% 129 21.71% 1.7
QGA
6195
Q Global Advisors
Texas
$132M -$23.5M -15% 27.1% 79% 160 30.63% 1.6
MSCM
6196
Marlin Sams Capital Management
New York
$132M +$26.1M +25% 20.3% 53.1% 2 0% 1
Banco de Sabadell
6197
Banco de Sabadell
Florida
$132M +$16.5M +14% 10.9% 75.1% 85 7.06% 4.3
BCM
6198
Beaumont Capital Management
Massachusetts
$132M -$6.98M -5% 8.54% 49.6% 51 37.25% 0.8
Marmo Financial Group
6199
Marmo Financial Group
Tennessee
$132M +$26.3M +25% 12.2% 47.5% 19 10.53% 0.8
BCM
6200
BluePointe Capital Management
California
$132M – – 12.9% – 87 – 0