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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)
Seneschal Advisors
7176
Seneschal Advisors
Washington
$120M – – 0.59% – 36 – 0
Jordan Park Trust
7177
Jordan Park Trust
New Hampshire
$120M – – 8.77% – 12 – 0
S.R. Schill & Associates
7178
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 4.14% 42.7% 40 42.5% 4.2
B. Riley Financial
7179
B. Riley Financial
California
$120M -$30.2M -20% 18.4% 682% 20 35% 1.5
IC
7180
Immersion Capital
United Kingdom
$120M -$63.8M -35% 4.92% 63.4% 9 22.22% 2
LPF Advisors
7181
LPF Advisors
Florida
$120M +$2.65M +2% 1.52% – 38 13.16% 0.9
Roberts Capital Advisors
7182
Roberts Capital Advisors
Colorado
$119M +$2.55M +2% 6.46% – 89 10.11% 2.9
Financial Life Planners
7183
Financial Life Planners
Arizona
$119M – – 3.82% – 411 – 0
Michelson Medical Research Foundation
7184
Michelson Medical Research Foundation
California
$119M -$22.5M -16% 4.31% 52.2% 29 6.9% 1.3
KA
7185
Kailix Advisors
Florida
$119M +$690K +0.6% 3.64% 16.3% 8 25% 0.9
LTG Capital
7186
LTG Capital
Massachusetts
$119M -$1.07M -0.9% 1.88% 59% 26 0% 2.9
Lionsbridge Wealth Management
7187
Lionsbridge Wealth Management
Florida
$119M -$7.44M -6% 0.04% 65.5% 77 32.47% 1.5
BTC
7188
Bank & Trust Company
Illinois
$119M -$4.18M -3% 1.04% – 287 0.7% 0.5
Forge Financial Services
7189
Forge Financial Services
Oklahoma
$119M – – 0.59% – 20 – 0
Opinicus Capital
7190
Opinicus Capital
Florida
$119M -$6.17M -5% 2.65% 129% 104 14.42% 0.9
EnCap Energy Capital Fund IX
7191
EnCap Energy Capital Fund IX
Texas
$119M +$20.9M +21% 21% 69.2% 2 100% 0
Shotwell Rutter Baer
7192
Shotwell Rutter Baer
Michigan
$119M -$2.94M -2% 2.82% 45.5% 34 0% 0.7
Axis Wealth Partners
7193
Axis Wealth Partners
Rhode Island
$119M – – 1.11% – 130 – 0
Five Pine Wealth Management
7194
Five Pine Wealth Management
Idaho
$119M – – 1.24% – 40 – 0
OP
7195
Orvieto Partners
Massachusetts
$119M – – 4.53% – 35 – 0
Leigh Baldwin & Co
7196
Leigh Baldwin & Co
New York
$119M – – 2.91% – 160 – 0
Alterna Wealth Management
7197
Alterna Wealth Management
Texas
$119M +$7.09M +6% 1.15% 52.9% 118 27.12% 2.2
Financial Harvest
7198
Financial Harvest
Florida
$118M – – 1.92% – 53 – 0
CFP
7199
Comprehensive Financial Planning
Pennsylvania
$118M – – 4.88% – 359 – 0
Miller Financial Services
7200
Miller Financial Services
Michigan
$118M – – 3.61% – 128 – 0