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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)
Washington Capital Management
7051
Washington Capital Management
Washington
$140M +$5.56M +4% 8.47% 81.8% 133 24.81% 2.6
Stone Ridge Holdings Group
7052
Stone Ridge Holdings Group
New York
$140M -$142M -50% 1.82% – 43 76.74% 0.5
Pin Oak Investment Advisors
7053
Pin Oak Investment Advisors
Texas
$140M +$21.9M +19% 9.37% 62.7% 522 16.28% 4
QAM
7054
QSM Asset Management
United Kingdom
$140M +$31.4M +29% 9.27% – 20 15% 0.5
Lauer Wealth
7055
Lauer Wealth
Indiana
$140M +$18.8M +16% 15.1% 89.4% 73 38.36% 0.7
Clark & Stuart Inc
7056
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 5.86% – 52 7.69% 0.6
Apex Wealth Management
7057
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 7% – 59 6.78% 0.6
Strategent Financial
7058
Strategent Financial
Virginia
$140M +$11.6M +9% 5.53% – 37 8.11% 0.7
Sugar Maple Asset Management
7059
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 7.15% – 89 24.72% 0.9
AAM
7060
Ackerman Asset Management
Maryland
$140M +$14.8M +12% 8% – 28 14.29% 0.4
Bruce G. Allen Investments
7061
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 6.97% – 1,112 5.85% 1.5
SA
7062
Sage Advisors
Colorado
$140M -$528K -0.4% 0.23% – 42 21.43% 1.1
Haven Global Partners
7063
Haven Global Partners
Georgia
$140M +$12.1M +9% 15.9% – 12 25% 0.6
Processus Wealth & Capital Management
7064
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 11.6% 160% 35 5.71% 1.6
Argyle Capital Partners
7065
Argyle Capital Partners
California
$139M +$18.1M +15% 6.8% – 168 12.5% 0.6
GC
7066
Gratia Capital
California
$139M +$36.9M +36% 22.9% 42.4% 36 33.33% 0.8
Gladwyn Financial Advisors
7067
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 5.01% – 86 5.81% 0.2
Piper Sandler & Co
7068
Piper Sandler & Co
Minnesota
$139M +$9.7M +7% 0.13% 0.05% 24 8.33% 0.5
Turn8 Private Wealth
7069
Turn8 Private Wealth
$139M +$842K +0.6% 10.2% – 48 16.67% 0.6
Robinson Smith Wealth Advisors
7070
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 7.04% 62.6% 96 12.5% 1.4
Hartmann Taylor Wealth Management
7071
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 6.23% – 54 9.26% 0.5
Oder Investment Management
7072
Oder Investment Management
California
$139M +$6.89M +5% 10.3% 97.5% 101 6.93% 3.1
Accel Growth Fund V Associates
7073
Accel Growth Fund V Associates
California
$139M +$31.2M +29% 33.4% 1.17% 2 0% 4.4
Steinberg Asset Management
7074
Steinberg Asset Management
New York
$139M +$5.02M +4% 5.1% 108% 39 5.13% 4.6
Winebrenner Capital Management
7075
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 4.2% – 140 10.71% 0.6