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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)
Epacria Capital Partners
7201
Epacria Capital Partners
Colorado
$118M -$28.3M -19% 0.54% 89.1% 52 21.15% 1.6
Antonelli Financial Advisors
7202
Antonelli Financial Advisors
Michigan
$118M – – 1.38% – 48 – 0
Retirement Wealth Solutions
7203
Retirement Wealth Solutions
Wisconsin
$118M – – 1.76% – 439 – 0
PharVision Advisers
7204
PharVision Advisers
Florida
$118M – – 4.05% – 380 – 0
WealthTrak Capital Management
7205
WealthTrak Capital Management
Virginia
$118M – – 0.56% – 934 – 0
Rip Road Capital Partners
7206
Rip Road Capital Partners
Massachusetts
$118M +$6.15M +5% 19.6% 121% 20 20% 1.3
JAIC
7207
Josh Arnold Investment Consultant
Minnesota
$118M -$4.23M -3% 11.2% 272% 28 71.43% 0.8
Courant Investment Management
7208
Courant Investment Management
Tennessee
$118M -$884K -0.7% 4.2% 35.2% 9 11.11% 4.8
Schrum Private Wealth Management
7209
Schrum Private Wealth Management
Florida
$118M -$75.5M -39% 1.09% 60.9% 176 34.66% 2.1
TM
7210
Thiel Macro
California
$118M – – 28.9% – 3 – 0
Sheets Smith Investment Management
7211
Sheets Smith Investment Management
Texas
$118M – – 14% – 57 – 0.4
Stadium Capital Management
7212
Stadium Capital Management
Connecticut
$118M -$14.9M -11% 13.8% 10.9% 12 25% 1.5
Robinson Smith Wealth Advisors
7213
Robinson Smith Wealth Advisors
Maine
$118M +$336K +0.3% 0.06% 62.6% 85 8.24% 0.9
White & Co Financial Planning
7214
White & Co Financial Planning
Washington
$118M – – 3.77% – 19 – 0
Morey & Quinn Wealth Partners
7215
Morey & Quinn Wealth Partners
Nebraska
$118M – – 1.09% – 119 – 0
Revere Asset Management
7216
Revere Asset Management
Texas
$118M -$7.43M -6% 24.9% 592% 39 74.36% 0.3
Fort Vancouver Investment Management
7217
Fort Vancouver Investment Management
Washington
$118M +$1.99M +2% 1.53% – 53 20.75% 0.4
Cannon Advisors
7218
Cannon Advisors
North Carolina
$118M -$4.62M -4% 2.36% – 74 22.97% 0.2
Hickory Asset Management
7219
Hickory Asset Management
Ohio
$118M – – 1.69% – 90 – 0
Arcadia Wealth Management (New York)
7220
Arcadia Wealth Management (New York)
New York
$118M – – 0.87% – 50 – 0
SIMA Wealth Partners
7221
SIMA Wealth Partners
Virginia
$118M +$2.51M +2% 1.98% – 175 21.14% 0.4
Kuhn & Co Investment Counsel
7222
Kuhn & Co Investment Counsel
Illinois
$118M +$397K +0.3% 0.6% 88.7% 133 7.52% 0.9
DFA
7223
Davies Financial Advisors
California
$118M +$2.92M +3% 3.61% – 75 20% 0.6
Washington University
7224
Washington University
Missouri
$118M -$36.7M -24% 23.3% 44% 5 60% 2
Phoenix Asset Management Partners
7225
Phoenix Asset Management Partners
$117M -$2.36M -2% 0.74% 139% 13 30.77% 1.8