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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)
SFO
7701
Standard Family Office
South Dakota
$92.3M +$6.93M +8% 8.17% 67.6% 29 0% 1.6
YG
7702
York GP
Cayman Islands
$92M -$12.4M -12% 11.4% – 3 0% 1
FFS
7703
Fortress Financial Solutions
Arizona
$91.8M +$12.1M +15% 9% – 72 29.17% 0.6
ETCM
7704
Evolutionary Tree Capital Management
Virginia
$91.7M -$2.44M -3% 2% 139% 31 22.58% 2
FNWA
7705
Financial Network Wealth Advisors
Utah
$91.4M +$9.19M +11% 5.75% – 860 7.09% 0.9
WI
7706
Wedgewood Investors
Pennsylvania
$91.2M +$4.36M +5% 7.41% – 109 11.01% 7.2
OE
7707
October Effect
Virginia
$90.7M +$7.79M +9% 6.99% – 60 21.67% 0.2
AIA
7708
Arrow Investment Advisors
Maryland
$90.6M -$14.4M -14% 2.89% 36.3% 70 44.29% 0.9
MSAGDF
7709
Moneda SA Administradora General de Fondos
Chile
$90.6M -$1.71M -2% 1.45% 34.5% 29 24.14% 3.4
SIRP
7710
Shelter Insurance Retirement Plan
Missouri
$90.5M +$5.08M +6% 6.15% 60.5% 8 0% 4.9
SIC
7711
Sage Investment Counsel
Tennessee
$90.3M +$4.02M +5% 4.91% – 133 15.79% 0.6
EECFV
7712
EnCap Energy Capital Fund VIII
Texas
$90M -$3.97M -4% 4.21% 6.16% 2 0% 2.6
RCA
7713
Roberts Capital Advisors
Colorado
$89.9M -$45.2M -33% 9.09% – 98 56.12% 1.9
PCP
7714
Pacific Capital Partners
$89.8M -$16.9M -16% 1.05% 49.8% 51 56.86% 1
BV
7715
Boxwood Ventures
Illinois
$89.8M +$12.5M +16% 12.7% 88% 32 9.38% 2.4
AM
7716
Ampfield Management
New York
$89.7M -$44.1M -33% 0.22% 56.9% 5 20% 2.9
SCA
7717
Sulzberger Capital Advisors
Florida
$89.7M +$4.19M +5% 6.28% – 53 7.55% 0.7
CCI
7718
Credit Capital Investments
New Jersey
$89.5M +$18M +25% 31.4% 481% 58 58.62% 1.3
PFO
7719
PMG Family Office
Texas
$89.5M – – 4.68% – 98 – 0
CG
7720
Circumference Group
Arkansas
$89.5M -$6.91M -7% 5.05% – 28 32.14% 1.1
ILCM
7721
Ivy Lane Capital Management
Florida
$89.4M -$92.1M -51% 13.2% 101% 16 50% 2.4
SHCM
7722
Stone House Capital Management
Florida
$89.1M -$30.6M -26% 40% 151% 4 0% 1.9
UFM
7723
Ursa Fund Management
California
$89.1M +$8.88M +11% 13.2% 93.5% 45 91.11% 0.2
BCM
7724
BIOS Capital Management
Texas
$88.9M +$16.3M +23% 44.8% – 6 0% 0.8
VR
7725
Valued Retirements
Texas
$88.6M $0 0% 8.12% – 89 0% 1.3