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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)
Octahedron Capital Management
6376
Octahedron Capital Management
California
$176M +$43.5M +33% 14.8% 234% 27 33.33% 1.1
FAG
6377
Financial Architects (Georgia)
Georgia
$176M +$11.3M +7% 4.43% 35.9% 29 10.34% 1.3
Vermillion & White Wealth Management Group
6378
Vermillion & White Wealth Management Group
Pennsylvania
$176M +$21.9M +14% 6.03% – 626 23.16% 1
CCA
6379
Cypress Capital Advisors
Tennessee
$176M +$15.8M +10% 7.36% – 76 7.89% 0.6
Colrain Capital
6380
Colrain Capital
Massachusetts
$176M +$46M +35% 9.34% – 23 4.35% 6.9
Base Wealth Management
6381
Base Wealth Management
Florida
$175M +$19.4M +12% 7.28% – 65 16.92% 0.4
SPI
6382
Sutton Place Investors
New York
$175M +$9.23M +6% 7.73% 84% 125 8% 1.8
Element Squared
6383
Element Squared
Minnesota
$175M +$15M +9% 8.13% – 77 50.65% 0.2
Vestment Financial
6384
Vestment Financial
Minnesota
$175M +$17.6M +11% 5.18% – 42 11.9% 0.7
Sard Wealth Management Group
6385
Sard Wealth Management Group
Georgia
$175M +$13M +8% 4.97% 51.3% 55 14.55% 1.3
Clay Northam Wealth Management
6386
Clay Northam Wealth Management
California
$175M +$18.6M +12% 11.7% 125% 102 12.75% 2.4
ADW Capital Management
6387
ADW Capital Management
Florida
$175M -$191M -52% 7.4% 78.2% 8 25% 4
Islay Capital Management
6388
Islay Capital Management
Texas
$175M +$19.8M +13% 6.88% 72% 234 21.79% 3.3
North Ridge Wealth Advisors
6389
North Ridge Wealth Advisors
Oregon
$175M +$12M +7% 4.83% 29.5% 191 9.95% 1
TLW Wealth Management
6390
TLW Wealth Management
Florida
$175M -$4.71M -3% 8.2% 98.3% 19 10.53% 4.3
Cladis Investment Advisory
6391
Cladis Investment Advisory
Montana
$175M +$15.2M +10% 10.1% 131% 158 15.19% 2.5
EIM
6392
Ervin Investment Management
Washington
$175M +$14.9M +9% 10.5% 92.9% 42 4.76% 2.7
New Mountain Capital
6393
New Mountain Capital
New York
$175M -$13.7M -7% 7.28% 64.8% 1 0% 3
Hofer & Associates
6394
Hofer & Associates
California
$175M +$14.4M +9% 5.68% 61.7% 61 11.48% 2.5
Envision Financial
6395
Envision Financial
Wisconsin
$174M +$24.5M +16% 5.09% – 46 8.7% 0.7
HFS
6396
Hoge Financial Services
Pennsylvania
$174M +$13.6M +8% 6.3% – 72 13.89% 1.2
Councilmark Asset Management
6397
Councilmark Asset Management
Tennessee
$174M +$16.5M +10% 10.4% – 89 6.74% 1.3
Promethium Advisors
6398
Promethium Advisors
Maryland
$174M +$9.8M +6% 8.43% – 122 9.02% 0.9
IMC
6399
Inherent Management Corp
New York
$174M -$23M -12% 7.75% – 10 20% 0.7
Godshalk Welsh Capital Management
6400
Godshalk Welsh Capital Management
Pennsylvania
$174M +$12M +7% 7.38% 61.1% 133 3.76% 6.5