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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)
Crystal Rock Capital Management
6626
Crystal Rock Capital Management
Illinois
$196M +$27.7M +16% 26.3% 164% 34 5.88% 5
LFWA
6627
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 64.9% 28 0% 8
CF
6628
Carlson Financial
Oregon
$196M +$26.4M +16% 19.1% – 205 16.59% 0.4
Lunate Capital
6629
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% – 12 66.67% 0.4
Echo Wealth Management
6630
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 42.9% 49 8.16% 3.1
MG
6631
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% – 88 9.09% 1.2
Quantum Financial Partners
6632
Quantum Financial Partners
Kansas
$196M – – 13.4% – 153 – 0
Octahedron Capital Management
6633
Octahedron Capital Management
California
$195M +$57.8M +42% 61.1% 234% 22 50% 1
BAM
6634
Bosun Asset Management
Illinois
$195M +$9.2M +5% 14.5% 278% 77 5.19% 2.9
Momentous Wealth Management
6635
Momentous Wealth Management
Washington
$195M +$20.1M +12% 9.6% – 50 22% 1.1
WestCap Management
6636
WestCap Management
California
$195M +$187K +0.1% 102% – 2 0% 0.5
SFM LLC
6637
SFM LLC
New Hampshire
$195M +$29.6M +18% 10.9% 67.5% 73 19.18% 1.8
Delos Wealth Advisors
6638
Delos Wealth Advisors
Texas
$195M +$20.3M +12% 9.77% 58% 355 39.44% 1
Trust Company of Kansas
6639
Trust Company of Kansas
Kansas
$195M +$13.8M +8% 13.7% 100% 63 17.46% 3.3
Finivi Inc
6640
Finivi Inc
Massachusetts
$195M +$11.8M +6% 15.6% 144% 119 20.17% 2.3
Secured Retirement Advisors
6641
Secured Retirement Advisors
Minnesota
$195M +$18.2M +10% 15.4% – 157 31.85% 1.2
Constitution Capital
6642
Constitution Capital
Connecticut
$195M -$5.29M -3% 10.7% 91.1% 66 13.64% 3.9
Cosner Financial Group
6643
Cosner Financial Group
Colorado
$195M +$12.7M +7% 12.2% 56.1% 37 8.11% 2.2
Conscious Wealth Investments
6644
Conscious Wealth Investments
Florida
$195M +$15M +8% 31.3% – 68 16.18% 1.5
Peoples Bank (Ohio)
6645
Peoples Bank (Ohio)
Ohio
$195M +$31.6M +19% 16.4% 78.9% 109 15.6% 6.1
Birch Financial Group
6646
Birch Financial Group
New Hampshire
$195M +$23.3M +14% 13.2% – 153 22.88% 1
Old North State Trust
6647
Old North State Trust
North Carolina
$194M +$26.1M +16% 23.1% – 159 10.69% 4.5
SVRN Asset Management
6648
SVRN Asset Management
Texas
$194M +$91.2M +88% 9.6% – 53 33.96% 0.3
Ehrlich Financial Group
6649
Ehrlich Financial Group
California
$194M +$20.4M +12% 10.9% 56.2% 128 19.53% 1.4
Aurora Investment Counsel
6650
Aurora Investment Counsel
Georgia
$194M +$14.1M +8% 10.4% 31.7% 127 27.56% 1.1