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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)
RF&L Wealth Management
7526
RF&L Wealth Management
Massachusetts
$148M +$14.2M +11% 12% 73.8% 54 11.11% 3.1
LC
7527
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% – 99 13.13% 0.5
BM
7528
Bislett Management
California
$148M +$18M +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7529
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 234% 152 34.21% 3.2
LiftPoint Family Wealth Advisors
7530
LiftPoint Family Wealth Advisors
New Jersey
$148M +$26.8M +22% 15.6% – 71 23.94% 0.4
Tepp RIA
7531
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% – 54 33.33% 0.7
Dorato Capital Management
7532
Dorato Capital Management
Colorado
$147M +$12M +9% 16.1% – 259 3.86% 0.5
Summit Financial Consulting
7533
Summit Financial Consulting
Michigan
$147M +$7.71M +6% 10.7% – 51 23.53% 0.8
Red Tree Management
7534
Red Tree Management
California
$147M +$35.5M +32% 35% – 3 0% 1.5
IDG China Venture Capital Fund IV Associates
7535
IDG China Venture Capital Fund IV Associates
Hong Kong
$147M -$72M -33% 23.5% 59.2% 4 0% 4.3
Coquina Private Wealth LLC
7536
Coquina Private Wealth LLC
Florida
$147M +$22.9M +18% 19.4% – 104 10.58% 0.4
Castlefield Investment Partners
7537
Castlefield Investment Partners
$147M +$16.5M +13% 22.7% – 36 5.56% 0.5
Sincerus Advisory
7538
Sincerus Advisory
New York
$147M +$15.3M +12% 12% – 82 8.54% 1.2
Cygnus Capital Advisors
7539
Cygnus Capital Advisors
Georgia
$147M +$915K +0.6% 14.2% – 126 53.17% 0.3
Madson Wealth Advisors
7540
Madson Wealth Advisors
California
$147M +$26.9M +22% 15.6% – 100 19% 0.2
Diamant Asset Management
7541
Diamant Asset Management
Connecticut
$147M +$9.9M +7% 10% 66.9% 85 15.29% 5.4
Winnow Wealth
7542
Winnow Wealth
Texas
$147M +$17.4M +13% 14.8% – 138 11.59% 0.7
Koa Wealth Management
7543
Koa Wealth Management
California
$147M +$8.74M +6% 6.82% 74.8% 60 16.67% 1.8
Saber Capital Management
7544
Saber Capital Management
North Carolina
$147M +$12.4M +9% 17% – 40 20% 1.1
CCP
7545
Crocodile Capital Partners
Germany
$147M +$7.26M +5% 9.49% 126% 12 0% 1.2
RIP
7546
Reliant Investment Partners
North Carolina
$147M +$26.3M +22% 27% – 131 17.56% 1.1
Mueller Wealth
7547
Mueller Wealth
Wisconsin
$147M +$21.5M +17% 8.9% – 18 5.56% 0.4
MVF
7548
Markin Volterra Fund
New York
$147M +$81.9M +126% 99% – 71 54.93% 0.2
Nitorum Capital
7549
Nitorum Capital
New York
$147M +$32.9M +29% 27.2% 87.1% 23 13.04% 3.9
Wiregrass Investment Management
7550
Wiregrass Investment Management
Georgia
$147M +$26.1M +22% 18.4% – 117 21.37% 0.4