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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)
Point Break Capital Management
6326
Point Break Capital Management
Florida
$126M +$21.4M +21% 5.4% – 15 66.67% 0.9
Udine Wealth Management
6327
Udine Wealth Management
Florida
$126M +$22.2M +22% 10.9% 141% 22 40.91% 0.9
Kite Lake Capital Management (UK)
6328
Kite Lake Capital Management (UK)
United Kingdom
$126M -$944M -88% 22.7% 337% 25 80% 0.7
Renasant Bank
6329
Renasant Bank
Mississippi
$125M +$6.62M +6% 10.8% 65% 193 20.21% 1.9
Conscious Wealth Investments
6330
Conscious Wealth Investments
Florida
$125M – – 11.8% – 51 – 0
River Street Advisors
6331
River Street Advisors
Illinois
$125M +$19.4M +18% 9.65% 93.5% 120 10.83% 0.8
SC
6332
Settian Capital
New York
$125M +$7.51M +6% 7.86% 62.5% 38 13.16% 1.2
SP
6333
SIH Partners
Delaware
$125M – – 13.2% – 15 – 0
First Affirmative Financial Network
6334
First Affirmative Financial Network
Colorado
$125M +$23M +23% 10.6% – 255 21.18% 1.2
Worth Financial Advisory Group
6335
Worth Financial Advisory Group
North Carolina
$125M +$14.3M +13% 10.3% 93.3% 133 9.02% 0.8
Lakehouse Capital
6336
Lakehouse Capital
Australia
$125M +$14.2M +13% 18.1% 87.4% 14 0% 2.6
Lionsbridge Wealth Management
6337
Lionsbridge Wealth Management
Florida
$125M +$19.6M +19% 7.43% 65.5% 57 28.07% 1.4
Highlander Partners
6338
Highlander Partners
Texas
$125M +$23.8M +24% 16.2% 241% 26 3.85% 1.4
VitalStone Financial
6339
VitalStone Financial
Texas
$125M +$6.62M +6% 8.17% – 619 25.53% 0.6
Orrstown Financial Services
6340
Orrstown Financial Services
Pennsylvania
$125M – – 11.2% 73.7% 74 – 4.6
HWMC
6341
Heritage Wealth Management (California)
California
$125M – – 9.49% 78.5% 112 – 0
Paragon Capital Management (Utah)
6342
Paragon Capital Management (Utah)
Utah
$125M +$7.84M +7% 9.89% 72.3% 76 26.32% 1.2
MFFIA
6343
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$125M +$6.46M +5% 6.65% 136% 69 10.14% 0.9
Millington Financial Advisors
6344
Millington Financial Advisors
Illinois
$125M +$13.4M +12% 10.8% 77.5% 86 22.09% 0.8
Epacria Capital Partners
6345
Epacria Capital Partners
Colorado
$125M +$4.08M +3% 4.93% 89.1% 64 21.88% 0.9
PBK
6346
Peoples Bank (Kansas)
Kansas
$125M +$7.93M +7% 8.83% 74.5% 277 6.14% 0.2
Atmos Advisory
6347
Atmos Advisory
Pennsylvania
$125M +$7.64M +7% 8.13% 31.9% 21 4.76% 1.9
Segra Capital Management
6348
Segra Capital Management
Florida
$125M -$14.8M -11% 12% 19% 6 33.33% 1.3
HIA
6349
Harvest Investment Advisors
Florida
$125M +$13M +12% 12.3% 78.3% 52 1.92% 1
Amitell Capital
6350
Amitell Capital
Singapore
$125M -$62.9M -34% 8.77% 188% 39 20.51% 0.8