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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)
Basepoint Wealth
6351
Basepoint Wealth
Iowa
$124M +$1.89M +2% 9.43% 113% 103 3.88% 1.6
26North Partners
6352
26North Partners
New York
$124M +$5M +4% 12.1% 77.8% 3 0% 1
Imprint Wealth
6353
Imprint Wealth
South Carolina
$124M +$6.19M +5% 8.66% – 166 15.06% 0.6
True Vision MN
6354
True Vision MN
Minnesota
$124M – – 9.81% – 86 – 0
CM
6355
CM Management
Florida
$124M +$30.2M +32% 25.6% 110% 77 22.08% 1.7
Longview Financial Advisors
6356
Longview Financial Advisors
Alabama
$124M – – 5.82% 47.4% 39 – 0
Legend Financial Advisors
6357
Legend Financial Advisors
Pennsylvania
$124M +$7.22M +6% 11.3% 117% 207 15.94% 1.2
Oxbow Capital Management (HK)
6358
Oxbow Capital Management (HK)
Hong Kong
$124M -$16.4M -12% 12.4% 2,244% 3 0% 0.5
David J. Yvars Group
6359
David J. Yvars Group
Florida
$124M +$4.47M +4% 14.3% 143% 86 23.26% 1.9
Axiom Advisory
6360
Axiom Advisory
California
$124M +$13.2M +12% 10.3% 16.4% 39 17.95% 1.4
Higgins & Schmidt Wealth Strategies
6361
Higgins & Schmidt Wealth Strategies
Colorado
$124M – – 9.89% 65.6% 43 – 0
New Leaf Venture Partners
6362
New Leaf Venture Partners
New York
$124M +$46.3M +59% 93.9% 3.91% 12 0% 4.3
Avondale Wealth Management
6363
Avondale Wealth Management
Texas
$124M +$10.2M +9% 11.5% 83.8% 134 13.43% 2.9
CIG
6364
Cascade Investment Group
Colorado
$124M +$17.9M +17% 12% 93.2% 137 12.41% 0.8
Morling Financial Advisors
6365
Morling Financial Advisors
California
$124M +$23M +23% 24.7% 97.6% 82 12.2% 1.5
Sheridan Capital Management
6366
Sheridan Capital Management
California
$124M – – 9.55% – 24 – 0
Yarger Wealth Strategies
6367
Yarger Wealth Strategies
Ohio
$124M +$6.39M +5% 6.51% 55.1% 66 12.12% 1.3
Massachusetts Wealth Management
6368
Massachusetts Wealth Management
Massachusetts
$124M +$15M +14% 8.52% 110% 88 3.41% 0.9
Brooktree Capital Management
6369
Brooktree Capital Management
Michigan
$124M +$4.01M +3% 10.5% 82.9% 29 3.45% 3.1
Greenhouse Wealth Management
6370
Greenhouse Wealth Management
Connecticut
$124M +$12.3M +11% 11.1% 87.2% 56 7.14% 2.5
Vanguard Capital Wealth Advisors
6371
Vanguard Capital Wealth Advisors
Colorado
$124M +$15.7M +15% 13% 234% 161 20.5% 2.5
Clayton Partners
6372
Clayton Partners
California
$124M +$5.84M +5% 5.55% 109% 39 15.38% 1.7
RiverGlades Family Offices
6373
RiverGlades Family Offices
Florida
$123M +$9.7M +9% 9.12% – 81 12.35% 3.5
Kabouter Management
6374
Kabouter Management
Illinois
$123M -$28.9M -19% 9.86% 12.9% 15 6.67% 1.3
Omega Fund Management
6375
Omega Fund Management
Massachusetts
$123M +$14.6M +13% 0.51% 106% 15 26.67% 2.5