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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)
Counterweight Ventures
6626
Counterweight Ventures
North Carolina
$140M -$1.93M -1% 2.24% – 71 4.23% 1.1
Teca Partners
6627
Teca Partners
Texas
$139M -$17.5M -11% 4.28% 66% 14 50% 1.2
AI
6628
Arrien Investments
Idaho
$139M -$840K -0.6% 2.5% 46% 36 8.33% 1.8
Upper Left Wealth Management
6629
Upper Left Wealth Management
Florida
$139M +$22.5M +19% 4.35% 52.7% 65 16.92% 2.3
Magnolia Wealth Management
6630
Magnolia Wealth Management
Alabama
$139M -$4.43M -3% 1.94% 48.7% 13 7.69% 2.4
Vestment Financial
6631
Vestment Financial
Minnesota
$139M +$8.51M +7% 0.02% – 40 10% 0.2
Decagon Asset Management
6632
Decagon Asset Management
United Kingdom
$139M -$79.9M -36% 7.31% – 62 56.45% 0.2
Piedmont Capital Management (Montana)
6633
Piedmont Capital Management (Montana)
Montana
$139M -$26.6M -16% 6.87% 94% 57 28.07% 2.5
Merrion Investment Management
6634
Merrion Investment Management
New Jersey
$139M -$4.46M -3% 6.87% 161% 103 6.8% 2.9
Fort Henry Capital
6635
Fort Henry Capital
West Virginia
$139M -$515K -0.4% 1.08% 39.3% 14 0% 3.9
FAG
6636
Fortitude Advisory Group
Washington
$139M -$26.7M -16% 4.95% 142% 225 20.44% 2.3
Vinland Capital Management Gestora de Recursos
6637
Vinland Capital Management Gestora de Recursos
Brazil
$139M +$18.2M +15% 20.7% – 23 86.96% 0.1
BayBridge Capital Group
6638
BayBridge Capital Group
California
$139M +$1.27M +0.9% 0.13% 78.5% 117 47.01% 0.8
Round Hill Asset Management
6639
Round Hill Asset Management
California
$139M -$2.74M -2% 0.77% 43.2% 66 13.64% 5.5
RiverGlades Family Offices
6640
RiverGlades Family Offices
Florida
$139M -$1.1M -0.8% 0.06% – 85 8.24% 4.1
Templeton & Phillips Capital Management
6641
Templeton & Phillips Capital Management
Tennessee
$139M +$12.9M +10% 5.94% 74.3% 54 18.52% 1.1
LP
6642
LB Partners
Virginia
$139M +$5.56M +4% 1.54% 136% 24 20.83% 0.9
Newport Capital Group
6643
Newport Capital Group
New Jersey
$139M +$3.24M +2% 1.86% – 62 14.52% 1.3
TL
6644
TowerView LLC
New York
$139M -$330K -0.2% 0.48% 16.3% 26 15.38% 3.7
Klein Pavlis & Peasley Financial
6645
Klein Pavlis & Peasley Financial
California
$139M +$15.2M +12% 4.16% 97.4% 84 20.24% 1
RP Management
6646
RP Management
New York
$139M -$88.9M -39% 22.3% 208% 4 0% 3.1
Tacita Capital
6647
Tacita Capital
Ontario, Canada
$139M -$1.27M -0.9% 1.06% 72.3% 211 4.27% 3
LeClair Wealth Partners
6648
LeClair Wealth Partners
Ohio
$139M -$11.2M -7% 2.38% – 103 14.56% 0.2
Tableaux
6649
Tableaux
Massachusetts
$139M +$17.8M +15% 0.89% – 103 39.81% 0.2
FFC
6650
Frederick Financial Consultants
Maryland
$139M +$13.4M +11% 4% – 94 14.89% 0.2