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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)
LOIP
6626
Live Oak Investment Partners
Texas
$129M +$7.92M +7% 5.78% – 276 0% 1.5
FFA
6627
Frazier Financial Advisors
Ohio
$129M +$2.66M +2% 7.62% – 1,059 24.36% 0.6
TPCM
6628
Templeton & Phillips Capital Management
Tennessee
$129M +$15.9M +14% 12.7% 74.3% 55 18.18% 0.7
CG
6629
Clifford Group
Massachusetts
$129M +$4.73M +4% 5.85% 67.9% 77 9.09% 1.5
UL
6630
Unionview LLC
Washington
$128M +$6.01M +5% 5.82% 21.2% 95 5.26% 2
NC
6631
Nightview Capital
Texas
$128M +$26.6M +26% 25.9% 142% 6 0% 3.6
ACL
6632
Applied Capital LLC
Florida
$128M +$13.8M +12% 11.5% 78.3% 86 11.63% 1.4
PIS
6633
POM Investment Strategies
North Carolina
$128M +$3.02M +2% 5.37% – 378 32.01% 0.6
DSCM
6634
Del-Sette Capital Management
New York
$128M +$6.19M +5% 7.7% 108% 40 17.5% 1.5
TA
6635
TPG Advisors
Illinois
$128M +$10.5M +9% 6.6% – 91 9.89% 0.2
CVV
6636
Curative Ventures V
Texas
$128M +$108M +554% 554% 30.2% 1 0% 2.8
LF
6637
LifeSteps Financial
California
$128M +$6.67M +6% 5.46% 98.4% 88 11.36% 3.2
RFN
6638
Redwood Financial Network
Ohio
$128M +$8.74M +7% 4.64% 74.1% 154 11.04% 1.8
BVC
6639
Bright Valley Capital
Hong Kong
$128M +$39.1M +44% 16.5% – 14 64.29% 0.3
KAM
6640
Kraft Asset Management
Tennessee
$128M +$8.76M +7% 6.66% 41% 48 10.42% 1.6
CSC
6641
Cove Street Capital
California
$128M -$11.5M -8% 3.95% 84.2% 120 48.33% 2.4
GRA
6642
Golden Road Advisors
Florida
$128M +$6.42M +5% 5.97% – 38 5.26% 0.7
BRIA
6643
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 6.72% – 91 5.49% 0.7
TFP
6644
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 5.79% – 57 3.51% 0.7
APW
6645
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 5.35% – 156 10.26% 2.5
OC
6646
OxenFree Capital
Florida
$127M +$12.9M +11% 5.03% 56.4% 41 7.32% 0.7
EG
6647
Ellerson Group
Maryland
$127M -$4.08M -3% 4.86% 148% 50 10% 1.4
GAA
6648
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 9.6% 316% 145 7.59% 2.7
VIA
6649
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 15.1% 172% 384 27.08% 0.8
HFAS
6650
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 8.62% 71.8% 112 10.71% 3.4