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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)
Jacksonville Wealth Management
7376
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 1.7% – 77 15.58% 0.8
Tableaux
7377
Tableaux
Massachusetts
$141M -$109M -43% 3.86% – 125 38.4% 0.8
Piper Sandler & Co
7378
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 0.05% 0.05% 27 7.41% 0.4
Brian Low Financial Group
7379
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 3.24% – 126 22.22% 0.4
Pine Brook Road Advisors
7380
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 7.82% – 1 0% 2
PIA
7381
Prakash Investment Advisors
Massachusetts
$141M -$7.46M -5% 1.22% – 96 22.92% 0.5
Segra Capital Management
7382
Segra Capital Management
Florida
$141M -$106M -43% 23.2% 19% 7 28.57% 1.3
Bannerman Wealth Management Group
7383
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 2.34% – 34 11.76% 0.9
Sherrill & Hutchins Financial Advisory
7384
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 1.24% 41.6% 13 7.69% 1.6
DeLarme Wealth Management
7385
DeLarme Wealth Management
California
$141M – – 2.1% – 62 – 0
Ipsen Advisor Group
7386
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 2% – 107 8.41% 2.2
Balanced Rock Investment Advisors
7387
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 1.59% – 97 6.19% 1.7
Reflection Asset Management
7388
Reflection Asset Management
South Carolina
$141M – – 3.45% – 504 – 0
HB
7389
Hauser Brothers
Germany
$141M +$16.6M +13% 32% – 6 33.33% 1.9
Brightlight Capital Management
7390
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 4.35% 202% 10 10% 1.5
BC
7391
Bulwark Capital
Florida
$141M +$12.1M +9% 0.92% – 103 8.74% 0.5
Kagan Cocozza Asset Management
7392
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 1.52% – 64 4.69% 0.9
ICM
7393
Isabella Capital Management
$141M – – 0.13% – 8 – 0
Pine Haven Investment Counsel
7394
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 2.48% 86.3% 121 7.44% 3.1
Perspective Wealth Advisors
7395
Perspective Wealth Advisors
Colorado
$140M – – 1.39% – 55 – 0
Breakout Capital Partners
7396
Breakout Capital Partners
New York
$140M -$16.6M -11% 0.18% – 8 12.5% 1.3
Arbor Wealth Advisors
7397
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 2.36% 58.7% 58 8.62% 1.6
Entruity Wealth
7398
Entruity Wealth
California
$140M +$11.5M +9% 5.41% – 45 6.67% 0.9
Blue Capital Inc
7399
Blue Capital Inc
Nebraska
$140M +$5.67M +4% 5.81% – 109 44.04% 0.5
Cottonwood Capital Advisors
7400
Cottonwood Capital Advisors
Utah
$140M +$2.99M +2% 1.3% 79% 89 2.25% 3.4