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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)
Fortune 45 LLC
6401
Fortune 45 LLC
Louisiana
$90.9M +$4.74M +5% 5.72% 85.2% 39 7.69% 0.6
Petra Financial Advisors
6402
Petra Financial Advisors
Colorado
$90.9M – – 7.27% 129% 95 – 0
Endowment Wealth Management
6403
Endowment Wealth Management
Wisconsin
$90.9M +$8.39M +10% 6.38% 66.3% 138 19.57% 0.8
block.one
6404
block.one
Cayman Islands
$90.7M – – 46.1% – 3 – 0
Private Harbour Investment Management & Counsel
6405
Private Harbour Investment Management & Counsel
Ohio
$90.7M +$4.44M +5% 9.47% 82.6% 47 2.13% 5.5
Cape Ann Asset Management
6406
Cape Ann Asset Management
United Kingdom
$90.6M +$7.23M +9% 8.48% 199% 8 25% 2
Metavasi Capital
6407
Metavasi Capital
New York
$90.6M -$91.9M -50% 4.05% 840% 32 59.38% 0.5
Sinecera Capital
6408
Sinecera Capital
Texas
$90.6M +$5.65M +7% 5.91% 13.7% 32 21.88% 0.8
Capital CS Group
6409
Capital CS Group
California
$90.6M -$2.5M -3% 9.72% 22.5% 70 51.43% 0.7
Trustco Bank (New York)
6410
Trustco Bank (New York)
New York
$90.5M +$8.61M +11% 15% 131% 64 1.56% 6.1
LWM Advisory Services
6411
LWM Advisory Services
Florida
$90.5M +$2.15M +2% 6.81% 64.9% 127 45.67% 0.7
HPM
6412
Hudson Portfolio Management
New York
$90.4M +$5.81M +7% 9.81% – 106 7.55% 1.4
MRP Capital Investments
6413
MRP Capital Investments
Georgia
$90.4M – – 6.65% 222% 220 – 0
Paragon Financial Partners
6414
Paragon Financial Partners
California
$90.4M +$1.47M +2% 10.2% 90.6% 80 7.5% 0.9
Acrisure Capital Management
6415
Acrisure Capital Management
Texas
$90.3M – – 9.78% – 254 – 0
Lesa Sroufe & Co
6416
Lesa Sroufe & Co
Washington
$90.2M +$7.04M +8% 11.7% – 72 15.28% 4.1
Sterling Manor Financial
6417
Sterling Manor Financial
New York
$90.1M +$9.41M +12% 7.29% – 61 36.07% 0.8
Penn Mutual Asset Management
6418
Penn Mutual Asset Management
Pennsylvania
$89.6M +$13.2M +17% 12.3% 32% 77 38.96% 0.9
Arlington Capital Management
6419
Arlington Capital Management
Illinois
$89.5M +$48.9M +120% 14.8% 154% 91 93.41% 0
Long Corridor Asset Management
6420
Long Corridor Asset Management
Hong Kong
$89.5M -$19.9M -18% 2.01% 73.6% 19 42.11% 0.7
Martin Capital Advisors
6421
Martin Capital Advisors
Texas
$89.4M +$21.4M +31% 7.7% 140% 60 8.33% 0.9
Chico Wealth RIA
6422
Chico Wealth RIA
California
$89.4M +$3.29M +4% 10.3% 74.7% 25 28% 0.6
Alterna Wealth Management
6423
Alterna Wealth Management
Texas
$89.2M +$4.94M +6% 5.13% 52.9% 104 23.08% 1.7
Meridian Financial Partners
6424
Meridian Financial Partners
Virginia
$89M +$18.4M +26% 7.09% 80.8% 53 22.64% 2
Core Wealth Partners
6425
Core Wealth Partners
California
$88.9M – – 8.37% 63.8% 110 – 0