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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)
Elevate Capital Advisors
7151
Elevate Capital Advisors
Colorado
$151M +$7.75M +5% 2.87% – 98 43.88% 0.6
Authentikos Wealth Advisory
7152
Authentikos Wealth Advisory
California
$151M -$93.9K -0.1% 0.96% 43.5% 73 28.77% 0.8
NDWM LLC
7153
NDWM LLC
California
$151M +$3.76M +3% 1.86% 50.3% 36 11.11% 1.4
Valley Brook Capital Group
7154
Valley Brook Capital Group
Pennsylvania
$151M +$2.37M +2% 3.07% 122% 127 7.87% 3.6
Versant Venture Management
7155
Versant Venture Management
California
$151M -$61.4M -29% 42.3% 409% 9 22.22% 1.9
Capstone Triton Financial Group
7156
Capstone Triton Financial Group
Oklahoma
$151M +$1.79M +1% 2.88% – 92 9.78% 3.1
Gordian Advisors
7157
Gordian Advisors
Arizona
$151M +$2.11M +1% 1.93% 55.4% 53 9.43% 1.3
Accredited Investor Services
7158
Accredited Investor Services
Minnesota
$151M +$5.45M +4% 2.86% – 79 8.86% 0.8
SA
7159
Sage Advisors
Colorado
$151M +$11.3M +8% 5.97% – 54 38.89% 1
Fairscale Capital
7160
Fairscale Capital
New Hampshire
$151M +$5.37M +4% 3.03% – 470 14.68% 1.2
GK Wealth Management
7161
GK Wealth Management
Nevada
$151M +$14.1M +10% 5.03% – 215 27.44% 0.6
Affinity Investment Advisors
7162
Affinity Investment Advisors
California
$151M +$2.81M +2% 5.61% 189% 155 20% 3.5
Lansing Management
7163
Lansing Management
New York
$151M +$12.7M +9% 0.53% 76.9% 14 42.86% 2.2
Silvia McColl Wealth Management
7164
Silvia McColl Wealth Management
California
$150M +$2.72M +2% 3.02% 82.7% 121 7.44% 2.4
ICMP
7165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M +$6.97M +5% 1.91% 39.7% 62 8.06% 2.9
Daventry Group
7166
Daventry Group
New York
$150M +$9.07M +6% 3.34% 26.2% 9 44.44% 1.4
Sky-Mountain Capital Management
7167
Sky-Mountain Capital Management
Idaho
$150M +$7.14M +5% 0.03% – 40 12.5% 0.6
AAM
7168
Ackerman Asset Management
Maryland
$150M +$10.7M +8% 2.37% – 34 20.59% 0.6
Arini Captial Management
7169
Arini Captial Management
United Kingdom
$150M – – 8.8% – 5 – 0
Brooktree Capital Management
7170
Brooktree Capital Management
Michigan
$150M -$7.04M -4% 2.43% 82.9% 42 2.38% 2.7
MontVue Capital Management
7171
MontVue Capital Management
Virginia
$150M +$1.18M +0.8% 2.35% 76% 67 4.48% 1.7
Brindle & Bay Financial Advisors
7172
Brindle & Bay Financial Advisors
Texas
$150M – – 1.59% – 68 – 0
Black Diamond Capital Management I
7173
Black Diamond Capital Management I
$150M -$180K -0.1% 8.55% – 14 14.29% 0.3
Petros Family Wealth
7174
Petros Family Wealth
Minnesota
$150M +$30.7M +26% 3.45% – 176 42.05% 0.6
Templeton & Phillips Capital Management
7175
Templeton & Phillips Capital Management
Tennessee
$150M +$11.2M +8% 6.49% 74.3% 59 37.29% 1.4