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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)
Alpine Peaks Capital
7126
Alpine Peaks Capital
New York
$122M -$45.6M -27% 2.16% 24.3% 23 0% 2.5
Acuitas Investments
7127
Acuitas Investments
Washington
$122M -$103M -46% 18.5% 120% 129 60.47% 1.3
Varde Management
7128
Varde Management
Minnesota
$122M +$4.24M +4% 4.13% 149% 6 33.33% 1.5
Pine Haven Investment Counsel
7129
Pine Haven Investment Counsel
Massachusetts
$122M -$1.86M -2% 0.42% 86.3% 115 10.43% 2.6
FFG
7130
Floyd Financial Group
Missouri
$122M – – 7.93% – 60 – 0
Oppenheimer & Close
7131
Oppenheimer & Close
New York
$122M -$3.12M -3% 0.13% 149% 54 11.11% 5
Slocum, Gordon & Co
7132
Slocum, Gordon & Co
Rhode Island
$122M -$127M -51% 5.58% 65.3% 141 7.09% 1.5
Illumine Investment Management
7133
Illumine Investment Management
Washington
$122M – – 3.55% – 91 – 0
Vega Investment Solutions
7134
Vega Investment Solutions
France
$121M – – 4.9% – 79 – 0
Vestia Personal Wealth Advisors
7135
Vestia Personal Wealth Advisors
Indiana
$121M +$15.3M +14% 0.76% – 97 17.53% 0.4
Fairman Group
7136
Fairman Group
Pennsylvania
$121M +$10.7M +10% 0.7% 46.8% 408 16.18% 1
Climber Capital
7137
Climber Capital
Switzerland
$121M – – 1.4% – 52 – 0
Holcombe Financial
7138
Holcombe Financial
Georgia
$121M – – 0.41% – 37 – 0
bLong Financial
7139
bLong Financial
Tennessee
$121M – – 8.77% – 78 – 0
Muirfield Wealth Advisors
7140
Muirfield Wealth Advisors
North Carolina
$121M +$3.61M +3% 1.64% – 69 15.94% 0.8
Lattice Capital Management
7141
Lattice Capital Management
Washington
$121M +$9.8M +9% 10.3% 242% 32 21.88% 1.3
Comprehensive Money Management Services
7142
Comprehensive Money Management Services
Florida
$121M – – 3.77% – 178 – 0
Gutierrez Wealth Advisory
7143
Gutierrez Wealth Advisory
Arkansas
$121M – – 0.7% – 45 – 0
Gibson Wealth Advisors
7144
Gibson Wealth Advisors
Texas
$121M -$1.71M -1% 1.52% – 36 5.56% 2.6
DW
7145
Durante & Waters
New York
$121M +$1.95M +2% 1.31% 59.1% 30 3.33% 1
Northwest Financial Advisors
7146
Northwest Financial Advisors
Virginia
$121M -$4.54M -4% 3.55% 67% 574 81.01% 0.8
David Wealth Management
7147
David Wealth Management
Virginia
$121M – – 2.04% – 48 – 0
Bannerman Wealth Management Group
7148
Bannerman Wealth Management Group
Texas
$121M – – 1.61% – 33 – 0
Vinland Capital Management Gestora de Recursos
7149
Vinland Capital Management Gestora de Recursos
Brazil
$121M +$78.4M +184% 9.7% – 42 92.86% 0.2
Tableaux
7150
Tableaux
Massachusetts
$121M – – 0.01% – 70 – 0