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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)
Joseph Group Capital Management
6376
Joseph Group Capital Management
Ohio
$99.2M -$4.83M -5% 0.69% 58.4% 84 19.05% 0.2
BC Gestao de Recursos
6377
BC Gestao de Recursos
Brazil
$99M -$16.4M -14% 6.96% – 3 0% 1.2
Clay Northam Wealth Management
6378
Clay Northam Wealth Management
California
$98.8M -$7.39M -7% 6.27% 125% 92 17.39% 0.2
Family CFO
6379
Family CFO
California
$98.5M -$5.1M -5% 4.96% 84% 55 3.64% 0.2
Canaan Partners X
6380
Canaan Partners X
California
$98.5M -$158M -62% 48% 55.4% 4 0% 1.4
Cypress Point Wealth Management
6381
Cypress Point Wealth Management
Texas
$98.4M -$9.45M -9% 18.6% 226% 33 12.12% 0.9
Yarra Square Partners
6382
Yarra Square Partners
New York
$98.3M +$3.2M +3% 0.15% 55.9% 24 37.5% 0.8
Life Planning Partners
6383
Life Planning Partners
Florida
$98.2M -$1.09M -1% 5.46% – 189 11.64% 0.2
KilterHowling LLC
6384
KilterHowling LLC
Colorado
$98.1M -$13.2M -12% 5.81% 51.3% 57 12.28% 0.3
Comprehensive Wealth Management
6385
Comprehensive Wealth Management
Washington
$98M -$37.8M -28% 7.13% 36.9% 42 71.43% 0.3
ALS
6386
Andrew L. Share
$98M -$890K -0.9% 47.1% 14.8% 9 55.56% 1.2
Gibson Wealth Advisors
6387
Gibson Wealth Advisors
Texas
$98M +$834K +0.9% 2.4% – 137 16.06% 0.2
MPEM
6388
Marathon Partners Equity Management
New York
$97.9M -$95.3M -49% 8.9% – 20 65% 1.6
Guild Investment Management
6389
Guild Investment Management
California
$97.8M -$1.05M -1% 2.15% 101% 90 26.67% 1.2
Woodward Financial Advisors
6390
Woodward Financial Advisors
North Carolina
$97.7M -$1.35M -1% 3.61% 55% 42 9.52% 0.2
Kapitalo Investimentos
6391
Kapitalo Investimentos
Brazil
$97.5M +$3.01M +3% 3.35% 66.5% 47 55.32% 0.5
RiverVest Venture Management
6392
RiverVest Venture Management
Missouri
$97.4M -$42.8M -31% 10.4% 16.5% 6 0% 1
Raffles Associates
6393
Raffles Associates
New York
$97.3M -$7.03M -7% 0.65% 50% 56 32.14% 1.8
Interchange Capital Partners
6394
Interchange Capital Partners
Pennsylvania
$97.3M -$2.24M -2% 5.34% 79.6% 179 29.61% 0.5
Alpine Peaks Capital
6395
Alpine Peaks Capital
New York
$97.2M -$4.99M -5% 5.52% 24.3% 26 7.69% 0.2
Guardian Financial Partners
6396
Guardian Financial Partners
California
$97.1M -$7.62M -7% 3.97% 50.2% 42 19.05% 0.2
Innovius Capital Management
6397
Innovius Capital Management
California
$97M -$33.1M -25% 25.3% 56.4% 2 0% 0.3
AWH Capital
6398
AWH Capital
Texas
$97M -$11.1M -10% 0.86% 183% 28 17.86% 1.8
Investmark Advisory Group
6399
Investmark Advisory Group
Connecticut
$97M -$10M -9% 1.65% 65.1% 390 76.92% 0.2
Roberts Capital Advisors
6400
Roberts Capital Advisors
Colorado
$96.9M -$10.3M -10% 8.99% – 96 1.04% 0.2