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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)
Attessa Capital
6526
Attessa Capital
Arizona
$156M +$3.36M +2% 9.52% – 41 17.07% 0.5
MGO Private Wealth
6527
MGO Private Wealth
California
$156M +$14.4M +10% 8.07% 51.5% 65 21.54% 1.8
Lowery Thomas LLC
6528
Lowery Thomas LLC
California
$156M +$10M +7% 11.6% 74.7% 57 10.53% 2.4
Mill Road Capital Management
6529
Mill Road Capital Management
Connecticut
$156M -$20.1M -11% 12.2% 85.1% 29 37.93% 3.1
Fortis Advisors
6530
Fortis Advisors
Pennsylvania
$156M +$2.72M +2% 7.24% 72.8% 121 11.57% 3.2
Next Level Wealth Planning
6531
Next Level Wealth Planning
Idaho
$156M +$24.1M +18% 10% – 58 22.41% 0.4
Tevis Investment Management
6532
Tevis Investment Management
Texas
$156M +$21.4M +16% 5.99% 58.7% 112 21.43% 2.2
Sage Private Wealth Group
6533
Sage Private Wealth Group
Illinois
$156M +$24M +18% 7.61% 72.3% 102 29.41% 2.1
Privium Fund Management (UK)
6534
Privium Fund Management (UK)
United Kingdom
$156M +$26.6M +21% 5.14% 37.1% 21 71.43% 0.8
Base Wealth Management
6535
Base Wealth Management
Florida
$156M +$24.8M +19% 6.06% – 59 16.95% 0.2
Davidson Kahn Capital Management
6536
Davidson Kahn Capital Management
California
$156M +$26.1M +20% 11.7% – 59 10.17% 0.4
Climber Capital
6537
Climber Capital
Switzerland
$156M +$28.8M +23% 5.45% – 66 10.61% 0.4
Oak Wealth Advisors
6538
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 9.09% – 58 12.07% 0.4
AIP
6539
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 3.25% 50% 22 9.09% 3.2
Independent Order of Foresters
6540
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 10.6% 66.3% 2 0% 5.3
SFM LLC
6541
SFM LLC
New Hampshire
$156M +$19.8M +15% 10.1% 67.5% 62 16.13% 1.3
BayBridge Capital Group
6542
BayBridge Capital Group
California
$156M +$16.7M +12% 12.9% 78.5% 89 2.25% 1
Cascade Investment Advisors
6543
Cascade Investment Advisors
Oregon
$156M +$7.75M +5% 10% 71.4% 118 11.02% 4.4
State of Wisconsin - Board of Commissioners of Public Lands
6544
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$156M +$786K +0.5% 0.13% 4.78% 6 0% 2.3
Castleview Partners
6545
Castleview Partners
Texas
$156M +$7.88M +5% 4.49% 61.3% 198 24.24% 2.8
Tacita Capital
6546
Tacita Capital
Ontario, Canada
$156M +$16.7M +12% 9.51% 72.3% 220 7.73% 3.2
Spahn Wealth & Retirement
6547
Spahn Wealth & Retirement
Arizona
$155M +$19.2M +14% 27.1% – 40 32.5% 0.4
HIA
6548
Harvest Investment Advisors
Florida
$155M +$17M +12% 10.8% 78.3% 59 15.25% 1.9
Certus Wealth Management
6549
Certus Wealth Management
California
$155M +$8.01M +5% 8.87% – 57 8.77% 1.5
Eliot Finkel Investment Counsel
6550
Eliot Finkel Investment Counsel
California
$155M +$8.21M +6% 2.3% 88.9% 32 6.25% 5.1