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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)
Brooktree Capital Management
7401
Brooktree Capital Management
Michigan
$153M +$27.1M +21% 25.8% 82.9% 45 4.44% 2.9
Muirfield Wealth Advisors
7402
Muirfield Wealth Advisors
North Carolina
$153M +$17.3M +13% 12.2% – 91 16.48% 1.6
FFG
7403
Floyd Financial Group
Missouri
$153M +$3.16M +2% 13.4% – 70 10% 1.2
Prosperity Bancshares
7404
Prosperity Bancshares
Texas
$153M +$28.3M +23% 14.4% – 468 15.38% 0.4
DiPaolo Financial Group
7405
DiPaolo Financial Group
Florida
$153M +$15.7M +11% 8.95% – 48 8.33% 0.4
ACT Capital Management
7406
ACT Capital Management
Pennsylvania
$153M +$25.8M +20% 24.2% – 76 44.74% 0.8
DKM Wealth Management
7407
DKM Wealth Management
California
$153M +$14.3M +10% 11.7% – 78 5.13% 1.2
Capital Squared Financial
7408
Capital Squared Financial
Maryland
$153M +$22M +17% 15.7% – 90 8.89% 0.9
Goldenstone Wealth Management
7409
Goldenstone Wealth Management
California
$153M +$15.4M +11% 28.1% – 93 22.58% 0.5
Lane Brothers & Co
7410
Lane Brothers & Co
Arizona
$153M +$15.6M +11% 8.58% – 96 14.58% 0.4
Trace Wealth Advisors
7411
Trace Wealth Advisors
California
$153M +$19.4M +15% 13.5% – 72 12.5% 1.2
Allium Financial Advisors
7412
Allium Financial Advisors
Oregon
$153M +$28M +22% 20.2% – 86 15.12% 1.1
State of Wisconsin - Board of Commissioners of Public Lands
7413
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$153M +$842K +0.6% 0.41% 4.78% 6 0% 3.3
Crestwood Capital Management
7414
Crestwood Capital Management
New York
$153M +$7.14M +5% 46.6% 203% 16 6.25% 2.4
DW
7415
Durante & Waters
New York
$153M +$14.5M +10% 10.1% 59.1% 31 0% 2.4
TL
7416
TowerView LLC
New York
$152M -$2.47M -2% 2.5% 17.9% 17 5.88% 5.6
Stoneridge Investment Partners
7417
Stoneridge Investment Partners
Pennsylvania
$152M +$14.2M +10% 21.2% 44.2% 199 62.31% 1.1
HAM
7418
Hedges Asset Management
Nevada
$152M – – 12% – 108 – 3
Madrid Wealth Management
7419
Madrid Wealth Management
New Mexico
$152M +$19.9M +15% 11.9% – 72 5.56% 0.5
Caldwell Investment Management
7420
Caldwell Investment Management
Ontario, Canada
$152M -$103M -40% 3.29% 162% 68 67.65% 1.2
Phoenix Asset Management Partners
7421
Phoenix Asset Management Partners
$152M +$19.6M +15% 8.51% 139% 12 16.67% 2.3
Redwood Park Advisors
7422
Redwood Park Advisors
California
$152M +$2.09M +1% 3.16% – 361 11.36% 1.2
Clayton Partners
7423
Clayton Partners
California
$152M +$14.6M +11% 10.7% 109% 50 36% 2.3
Tannin Capital
7424
Tannin Capital
North Carolina
$152M +$14.4M +10% 14.7% – 179 20.67% 0.4
CRCM LP
7425
CRCM LP
California
$152M +$10.9M +8% 15.6% – 15 53.33% 0.6