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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)
WLTH Capital Management
7651
WLTH Capital Management
Arizona
$129M – – 1% – 26 – 0
MFC
7652
Miramar Fiduciary Corp
Nevada
$129M +$1.77M +1% 6.62% – 5 0% 4
WSA
7653
Warm Springs Advisors
California
$129M -$2.41M -2% 0.52% – 51 13.73% 0.8
Kropog Financial Group
7654
Kropog Financial Group
Louisiana
$129M +$7.05M +6% 1.6% – 30 10% 0.8
Tenere Capital
7655
Tenere Capital
New York
$129M -$295M -70% 6.46% 131% 31 61.29% 0.9
SHC
7656
SALT Holding Corp
Delaware
$129M +$21.9M +20% 6.42% – 24 41.67% 0.3
Concorde Financial
7657
Concorde Financial
Texas
$129M -$51.4M -28% 3.66% 81.3% 37 29.73% 2.6
Trium Capital
7658
Trium Capital
United Kingdom
$129M -$127M -50% 13.5% 215% 70 54.29% 0.8
Clear Point Advisors
7659
Clear Point Advisors
New York
$129M +$143K +0.1% 2.05% 56.7% 125 10.4% 1.7
Finward Bancorp
7660
Finward Bancorp
Indiana
$129M -$2.84M -2% 1.52% – 111 10.81% 0.9
Clio Asset Management
7661
Clio Asset Management
Virginia
$129M -$5.96M -4% 0.52% 60.6% 14 0% 2
Rahlfs Capital
7662
Rahlfs Capital
Texas
$129M +$2.33M +2% 2.91% – 91 10.99% 0.9
Daytona Street Capital
7663
Daytona Street Capital
Missouri
$129M – – 1.74% – 304 – 0
FTEA
7664
Forty-three Eighteen Advisors
Arkansas
$129M – – 6.87% – 73 – 0
Clear Retirement Advice
7665
Clear Retirement Advice
California
$129M – – 2.27% – 53 – 0
JKSF
7666
John & Kathleen Schreiber Foundation
Illinois
$129M -$25.8M -17% 7.85% 30.8% 4 0% 3.1
Talisman Wealth Advisors
7667
Talisman Wealth Advisors
New Jersey
$129M +$7.83M +6% 2.31% 70.8% 125 16.8% 2.1
Arbor Wealth Management (Arizona)
7668
Arbor Wealth Management (Arizona)
Arizona
$129M – – 0.05% – 104 – 0
NWA
7669
Northwest Wealth Advisors
Washington
$128M – – 1.63% – 61 – 0
GCM
7670
Gunpowder Capital Management
Maryland
$128M – – 3.8% – 439 – 0
Outbound Financial Inc
7671
Outbound Financial Inc
Colorado
$128M +$5.79M +5% 1.36% – 42 7.14% 0.5
MFG Wealth Management
7672
MFG Wealth Management
Indiana
$128M -$4.09M -3% 0.81% – 72 31.94% 0.6
LTG Capital
7673
LTG Capital
Massachusetts
$128M +$1.25M +1% 1.3% 59% 28 14.29% 3.6
Stegent Equity Advisors
7674
Stegent Equity Advisors
Texas
$128M +$5.47M +4% 1.73% 96.4% 129 24.81% 1.7
Rydar Equities
7675
Rydar Equities
Texas
$128M +$3.48M +3% 2.63% – 95 6.32% 0.5