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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
ICVCFIA
3301
IDG China Venture Capital Fund IV Associates
Hong Kong
$443M -$252M -36% 20.6% 59.2% 4 0%
JWCA
3302
J.W. Coons Advisors
Ohio
$442M +$72.8M +20% 9.71% 61.2% 257 13.62%
LIM
3303
Longfellow Investment Management
Massachusetts
$442M +$37M +9% 9.31% 45.9% 299 20.07%
MTC
3304
Matrix Trust Company
Colorado
$442M +$14.7M +3% 5.64% 46.8% 92 33.7%
TCM
3305
Twele Capital Management
Minnesota
$442M -$181M -29% 4.35% 34.9% 43 16.28%
OC
3306
ORIX Corp
Japan
$442M -$64.1M -13% 12.7% 11.7% 1 0%
BSWM
3307
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 5.01% 42.9% 47 10.64%
TAM
3308
TFG Asset Management
Cayman Islands
$441M +$26.2M +6% 2.11% 72.1% 35 20%
SFG
3309
SevenBridge Financial Group
Pennsylvania
$441M +$18.1M +4% 9.73% 81.7% 210 13.81%
TFA
3310
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 4.43% 44.5% 102 5.88%
SIC
3311
SFE Investment Counsel
California
$441M +$57.2M +15% 11.5% 105% 120 9.17%
RIS
3312
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 9.45% 60.8% 158 10.76%
ACM
3313
ADAR1 Capital Management
Texas
$441M +$161M +58% 15.1% 304 58.22%
SCP
3314
Stamos Capital Partners
California
$441M +$72M +20% 5.32% 36.7% 125 4.8%
DIM
3315
Delta Investment Management
California
$440M +$37M +9% 6.89% 65.8% 233 21.46%
QWM
3316
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 10.4% 363 19.83%
NFT
3317
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 1.44% 82.3% 31 32.26%
KLWA
3318
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 7% 123% 188 13.83%
PPC
3319
Park Presidio Capital
California
$439M +$21.5M +5% 17.8% 94.1% 10 10%
DCM
3320
DAFNA Capital Management
California
$439M +$21.9M +5% 32.6% 313% 86 27.91%
CFSG
3321
Community Financial Services Group
Vermont
$439M 8.98% 139
WI
3322
Wahed Invest
New York
$439M +$82.1M +23% 8.7% 140% 258 19.38%
GF
3323
Goodman Financial
Texas
$438M +$65.2M +17% 5.95% 52.5% 56 19.64%
UI
3324
Untitled Investments
New York
$438M +$147M +50% 17.2% 79.6% 21 38.1%
SGCM
3325
Sand Grove Capital Management
United Kingdom
$437M +$61M +16% 11.7% 410% 30 66.67%