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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)
4J Wealth Management
6676
4J Wealth Management
Virginia
$175M +$4.5M +3% 2.19% 74.7% 102 11.76% 3
Thor Investment Management
6677
Thor Investment Management
Ohio
$175M +$8.37M +5% 7.03% 122% 48 6.25% 1.6
MBWA
6678
Marin Bay Wealth Advisors
California
$175M – – 2.63% – 120 – 0
Arcadia Wealth Management (New York)
6679
Arcadia Wealth Management (New York)
New York
$174M +$9.7M +6% 2.31% – 61 11.48% 0.9
Equitec Proprietary Markets
6680
Equitec Proprietary Markets
Illinois
$174M -$266M -60% 46.3% 352% 114 60.53% 0.8
Shearwater Capital
6681
Shearwater Capital
Colorado
$174M +$5.68M +3% 3.2% 74.4% 53 5.66% 3
Oak Wealth Advisors
6682
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 2.93% – 61 6.56% 0.9
Harbourvest Partners
6683
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 14.4% 8.96% 11 54.55% 2
Prospect Financial Services
6684
Prospect Financial Services
New York
$174M +$253K +0.1% 1.48% – 114 17.54% 1.4
ROI Financial Advisors
6685
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 6.6% 165% 69 8.7% 1.5
Farrow Financial
6686
Farrow Financial
Vermont
$174M +$1.71M +1% 2.42% 79.9% 56 10.71% 1.6
Stephens Greth Foundation
6687
Stephens Greth Foundation
Texas
$174M – – 2.41% – 4 – 0
KCM
6688
KRS Capital Management
Michigan
$174M +$8.32M +5% 5.43% 272% 121 12.4% 2.7
Coordinated Financial Services
6689
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 1.86% – 185 15.68% 1.2
Runnymede Capital Advisors
6690
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 1.91% – 125 84.8% 0.2
Trivant Custom Portfolio Group
6691
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 1.91% 86.1% 87 18.39% 1.9
Ledgewood Wealth Advisors
6692
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 1.42% 42.8% 75 6.67% 1.7
TCM
6693
Thoma Capital Management
Maryland
$174M -$509K -0.3% 1.32% – 62 8.06% 0.9
Financial Planning Hawaii
6694
Financial Planning Hawaii
Hawaii
$174M – – 3.03% – 128 – 0
Melfa Wealth Management
6695
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 1.3% 49.9% 207 8.21% 2.3
Yukon Wealth Management
6696
Yukon Wealth Management
Kansas
$174M -$132M -43% 1.89% – 135 45.19% 0.6
Defined Wealth Management
6697
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 1.58% 78.1% 110 4.55% 3.5
Optivise Advisory Services
6698
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 2.37% – 231 29% 0.9
Tiptree Advisors
6699
Tiptree Advisors
New York
$173M +$13.5M +8% 7.75% – 27 44.44% 0.6
TLW Wealth Management
6700
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 4.97% 98.3% 19 0% 4.5