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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)
Inscription Capital
2426
Inscription Capital
Texas
$951M -$22.8M -2% 1.71% – 815 28.59% 1.6
Dock Street Asset Management
2427
Dock Street Asset Management
Florida
$951M -$141M -13% 8.93% 175% 61 27.87% 4.2
Summit Wealth Group (Colorado)
2428
Summit Wealth Group (Colorado)
Colorado
$950M +$196M +26% 0.86% – 353 26.63% 0.3
Discipline Wealth Solutions
2429
Discipline Wealth Solutions
South Carolina
$950M +$410M +76% 0.45% 45.9% 199 19.1% 0.8
CVA Family Office
2430
CVA Family Office
Colorado
$950M +$80.2M +9% 0.52% 71.6% 1,882 33.9% 1.6
Steel Grove Capital Advisors
2431
Steel Grove Capital Advisors
Tennessee
$949M -$13.6M -1% 2.83% 106% 237 21.94% 3
Gemsstock Ltd
2432
Gemsstock Ltd
United Kingdom
$949M +$155M +20% 2.76% 149% 35 57.14% 0.6
HBW Advisory Services
2433
HBW Advisory Services
California
$949M +$28.5M +3% 0.38% 68.6% 480 19.17% 2.3
Southern Farm Bureau Life Insurance
2434
Southern Farm Bureau Life Insurance
Mississippi
$947M -$21.2M -2% 1.84% 52.3% 16 6.25% 3.7
Iron Gate Global Advisors
2435
Iron Gate Global Advisors
Utah
$947M -$30M -3% 5.79% 106% 112 16.96% 3.5
Discerene Group
2436
Discerene Group
Connecticut
$946M -$110M -10% 0.28% 48.6% 13 7.69% 4.2
Teamwork Financial Advisors
2437
Teamwork Financial Advisors
Texas
$946M -$43.9M -4% 0.18% 134% 242 26.03% 2.1
V-Square Quantitative Management
2438
V-Square Quantitative Management
Illinois
$946M -$16.1M -2% 1.71% 111% 749 10.81% 0.8
Great Waters Wealth Management
2439
Great Waters Wealth Management
Minnesota
$945M +$35.9M +4% 0.01% 49% 124 8.06% 2.4
Provenance Wealth Advisors
2440
Provenance Wealth Advisors
Florida
$945M +$42.2M +5% 2.59% 64.3% 439 10.71% 2.1
Disciplina Capital Management
2441
Disciplina Capital Management
Tennessee
$944M +$70.1M +8% 0.53% 30% 69 2.9% 3.2
Convergence Financial
2442
Convergence Financial
Missouri
$943M +$258M +38% 1.07% 70.6% 233 25.32% 1.4
Harbour Trust & Investment Management
2443
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 2.48% 116% 162 9.26% 2
Minneapolis Portfolio Management Group
2444
Minneapolis Portfolio Management Group
Minnesota
$942M +$63.6M +7% 10.7% 140% 34 11.76% 4.9
Synergy Asset Management
2445
Synergy Asset Management
Washington
$942M -$19.9M -2% 0.01% 97.3% 310 45.48% 1
OLP Capital Management
2446
OLP Capital Management
Hong Kong
$942M +$428M +83% 7.92% 146% 8 75% 0.6
Lincluden Management
2447
Lincluden Management
Ontario, Canada
$939M -$238M -20% 5.33% 67.7% 73 6.85% 6.8
Leuthold Group
2448
Leuthold Group
Minnesota
$939M +$12.7M +1% 3.06% 138% 229 17.47% 1.7
Institute for Wealth Management
2449
Institute for Wealth Management
Colorado
$938M -$5.39M -0.6% 1.83% 137% 578 12.11% 4.5
Portland Global Advisors
2450
Portland Global Advisors
Maine
$938M +$6.46M +0.7% 0.52% 43.4% 154 7.79% 6.5