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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)
Monetary Management Group
3401
Monetary Management Group
Missouri
$404M +$40.6M +11% 13.8% 138% 377 15.92% 4.7
Westwind Capital
3402
Westwind Capital
New Mexico
$404M +$27.9M +7% 3.31% 87.6% 45 24.44% 2.4
Martin Investment Management
3403
Martin Investment Management
Florida
$404M +$6.98M +2% 7.74% 44% 56 12.5% 4
Oak Harvest Investment Services
3404
Oak Harvest Investment Services
Texas
$403M +$59.9M +17% 10.1% 120% 85 5.88% 0.8
Sage Advisory Services
3405
Sage Advisory Services
Texas
$403M +$18M +5% 4.59% 37.8% 69 36.23% 1.9
Tetrad Corporation
3406
Tetrad Corporation
Nebraska
$402M +$21.8M +6% 6.1% 45.6% 3 0% 8.5
GJCM
3407
Grand Jean Capital Management
California
$402M +$6.32M +2% 9.88% 61.4% 53 13.21% 3.4
Valicenti Advisory Services
3408
Valicenti Advisory Services
New York
$402M +$33.3M +9% 8.18% 134% 87 13.79% 4.1
CVA Family Office
3409
CVA Family Office
Colorado
$402M +$263M +190% 7.25% 71.6% 933 63.77% 0.6
Monaco Asset Management
3410
Monaco Asset Management
Monaco
$402M – – 4.94% 120% 41 – 0.4
White Lighthouse Investment Management
3411
White Lighthouse Investment Management
Massachusetts
$401M +$28.6M +8% 6.49% 62% 118 5.93% 3.1
EGA
3412
E&G Advisors
Texas
$401M +$32.1M +9% 7.84% 97.7% 218 6.42% 0.2
Hunting Hill Global Capital
3413
Hunting Hill Global Capital
New York
$400M +$64.2M +19% 16% 132% 127 65.35% 0.2
Lafayette Investments
3414
Lafayette Investments
Maryland
$400M +$31.7M +9% 10.2% 77.9% 133 12.03% 3.3
WrapManager Inc
3415
WrapManager Inc
California
$400M +$17M +4% 5.43% 64.6% 338 19.53% 2.4
Paradigm Asset Management
3416
Paradigm Asset Management
New York
$400M +$34.8M +10% 6.55% 79.2% 394 19.54% 1.6
Horst & Graben Wealth Management
3417
Horst & Graben Wealth Management
Oregon
$400M +$36.9M +10% 6.03% 62.2% 142 11.27% 1.3
Beck Bode LLC
3418
Beck Bode LLC
Massachusetts
$400M +$41.1M +11% 13.2% 155% 107 39.25% 0.5
TRV GP III
3419
TRV GP III
Massachusetts
$400M -$127M -24% 15.1% 170% 7 0% 2.2
Medicxi Ventures Management
3420
Medicxi Ventures Management
Jersey
$400M -$60.1M -13% 14.3% 369% 7 14.29% 1.3
Waller Financial Planning Group
3421
Waller Financial Planning Group
Ohio
$399M +$22.9M +6% 4.24% 47.5% 56 7.14% 2.4
Flat Footed LLC
3422
Flat Footed LLC
Wyoming
$399M – – 5.52% 152% 27 – 0
CFSG
3423
Community Financial Services Group
Vermont
$399M +$31.5M +9% 7.77% – 108 6.48% 3.7
Vantagepoint Investment Advisers
3424
Vantagepoint Investment Advisers
District of Columbia
$399M +$6.4M +2% 2.45% 42.7% 2 0% 1.5
HWM
3425
HFR Wealth Management
New York
$398M +$55M +16% 13.9% 47.5% 64 7.81% 0.5