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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)
Segra Capital Management
6426
Segra Capital Management
Florida
$131M +$6.18M +5% 8.65% 19% 5 40% 1.4
Ellerson Group
6427
Ellerson Group
Maryland
$131M +$15.5M +13% 17.8% 178% 50 8% 1
Alta Fox Capital Management
6428
Alta Fox Capital Management
Texas
$131M -$25.6M -16% 14.7% 261% 16 31.25% 0.6
26North Partners
6429
26North Partners
New York
$131M +$6.28M +5% 10.1% 77.8% 3 66.67% 1.3
Viewpoint Investment Partners
6430
Viewpoint Investment Partners
Alberta, Canada
$131M -$12.7M -9% 0.16% 38.4% 12 8.33% 2.1
SR
6431
Summer Road
Florida
$131M +$96.5M +282% 104% 214% 1 0% 6
Lowery Thomas LLC
6432
Lowery Thomas LLC
California
$131M +$14.2M +12% 9.12% 74.7% 48 8.33% 1.7
Jacobs Asset Management
6433
Jacobs Asset Management
New York
$131M +$2.56M +2% 8.79% 114% 32 25% 2
Bain Capital Venture Investors
6434
Bain Capital Venture Investors
Massachusetts
$131M -$25.9M -17% 4.65% 34.2% 3 0% 1.7
Strategic Investment Management
6435
Strategic Investment Management
Virginia
$130M -$10.1M -7% 6.97% 53.4% 11 0% 5.6
AIM
6436
AHL Investment Management
Florida
$130M +$8.23M +7% 7.5% 57.7% 66 6.06% 1.8
Triad Wealth Partners
6437
Triad Wealth Partners
Kansas
$130M – – 5.66% – 59 – 0
VERITY Wealth Advisors
6438
VERITY Wealth Advisors
United States
$130M +$14M +12% 7.29% 59.9% 75 6.67% 3.4
Broadwater Capital
6439
Broadwater Capital
Massachusetts
$130M +$2.67M +2% 6.48% – 238 7.56% 0.2
Leibman Financial Services
6440
Leibman Financial Services
Nebraska
$130M +$10M +8% 8.72% 59.2% 54 5.56% 0.2
Wheelhouse Advisory Group
6441
Wheelhouse Advisory Group
Missouri
$130M +$15.7M +14% 8.19% 67.9% 40 12.5% 0.2
Future Financial Wealth Management
6442
Future Financial Wealth Management
Ohio
$130M +$29.3M +29% 7.52% 65.2% 508 77.76% 0.5
Scalar Gauge Management
6443
Scalar Gauge Management
Texas
$130M +$24.5M +23% 9.45% – 35 48.57% 0.2
RF&L Wealth Management
6444
RF&L Wealth Management
Massachusetts
$130M +$9.5M +8% 8.67% 73.8% 57 5.26% 1.1
GWMI
6445
Guardian Wealth Management (Illinois)
Illinois
$130M +$11.5M +10% 12% 98.1% 261 8.05% 1.7
Waypoint Wealth Counsel
6446
Waypoint Wealth Counsel
Georgia
$130M +$12.3M +11% 8.55% 111% 107 17.76% 1
Riverview Trust Company
6447
Riverview Trust Company
Washington
$130M +$31.4M +32% 9.26% 87.6% 650 85.69% 0.7
Horizon Family Wealth
6448
Horizon Family Wealth
Illinois
$130M +$10.9M +9% 9.04% 68.6% 81 22.22% 1.3
Brooktree Capital Management
6449
Brooktree Capital Management
Michigan
$130M +$5.93M +5% 10.9% 82.9% 29 17.24% 3.3
Exane Asset Management
6450
Exane Asset Management
France
$130M +$11.8M +10% 13.1% 74.5% 14 50% 0.6