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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)
Carlson Capital
6176
Carlson Capital
Texas
$170M +$3.88M +2% 5.37% 67.9% 34 91.18% 0.4
Marshall Investment Management
6177
Marshall Investment Management
Colorado
$170M – – 0.31% – 135 – 0
JCP Investment Management
6178
JCP Investment Management
Texas
$170M +$49.1M +41% 12.1% 94.7% 19 31.58% 1
Keyes Stange & Wooten Wealth Management
6179
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 1.71% 61.3% 76 18.42% 0.8
Westbourne Investments
6180
Westbourne Investments
Virginia
$170M – – 6.76% – 125 – 0
Little Harbor Advisors
6181
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 1.76% 59% 7 0% 1.8
Vista Investment Partners II
6182
Vista Investment Partners II
Indiana
$169M – – 3.83% – 127 – 0
Keener Financial Planning
6183
Keener Financial Planning
Texas
$169M +$16.6M +11% 1.75% 70.5% 199 16.58% 0.9
Evergreen Wealth Management
6184
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 0.83% 68.8% 54 3.7% 1.7
Aletheian Wealth Advisors
6185
Aletheian Wealth Advisors
Washington
$169M -$2.1M -1% 1.17% – 84 10.71% 2.2
Brooks Moore & Associates
6186
Brooks Moore & Associates
Tennessee
$169M -$199K -0.1% 1.28% 63.7% 97 6.19% 4.2
Arthedge Capital Management
6187
Arthedge Capital Management
New York
$169M +$16.2M +11% 21.8% 80.7% 11 0% 3.2
Krensavage Asset Management
6188
Krensavage Asset Management
New York
$169M -$9.44M -5% 2.74% 124% 13 7.69% 3.4
Stone House Capital Management
6189
Stone House Capital Management
Florida
$169M -$5.47M -3% 4.28% 151% 4 25% 1.8
LWM
6190
Latko Wealth Management
Illinois
$169M +$3.74M +2% 1.69% – 32 9.38% 0.2
Maripau Wealth Management
6191
Maripau Wealth Management
Indiana
$169M +$53.1M +46% 1.13% 55.6% 142 67.61% 0.6
Cigogne Management
6192
Cigogne Management
Luxembourg
$169M – – 10.3% – 86 – 0
True Vision MN
6193
True Vision MN
Minnesota
$169M +$1.38M +0.8% 0.38% – 118 33.9% 0.7
Sage Advisory Services
6194
Sage Advisory Services
Texas
$169M -$188M -53% 2.66% 37.8% 52 30.77% 3.3
Plotkin Financial Advisors
6195
Plotkin Financial Advisors
Maryland
$168M +$1.39M +0.8% 1.94% 95.3% 94 7.45% 2.9
Wheelhouse Advisory Group
6196
Wheelhouse Advisory Group
Missouri
$168M +$13.1M +8% 1.99% 67.9% 44 4.55% 0.8
HRC Wealth Management
6197
HRC Wealth Management
Idaho
$168M +$13.6M +9% 3.31% 82.2% 52 21.15% 0.7
JNE Partners
6198
JNE Partners
United Kingdom
$168M +$82.3M +96% 15.2% 100% 7 42.86% 1.6
Guardian Financial Partners
6199
Guardian Financial Partners
California
$168M +$8.39M +5% 0.92% 53.9% 49 10.2% 1.3
Sound Stewardship
6200
Sound Stewardship
Kansas
$168M -$9.9M -6% 2.63% 45.9% 66 18.18% 1.5