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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
WC
3401
Westwind Capital
New Mexico
$404M +$27.9M +7% 3.31% 78.1% 45 24.44%
MIM
3402
Martin Investment Management
Florida
$404M +$6.98M +2% 7.74% 44.7% 56 12.5%
OHIS
3403
Oak Harvest Investment Services
Texas
$403M +$59.9M +17% 10.1% 112% 85 5.88%
SAS
3404
Sage Advisory Services
Texas
$403M +$18M +5% 4.59% 33.9% 69 36.23%
TC
3405
Tetrad Corporation
Nebraska
$402M +$21.8M +6% 6.1% 50.4% 3 0%
GJCM
3406
Grand Jean Capital Management
California
$402M +$6.33M +2% 9.88% 61.4% 53 13.21%
VAS
3407
Valicenti Advisory Services
New York
$402M +$33.3M +9% 8.18% 119% 87 13.79%
CFO
3408
CVA Family Office
Colorado
$402M +$263M +190% 7.25% 71.6% 933 63.88%
MAM
3409
Monaco Asset Management
Monaco
$402M 4.94% 120% 41
WLIM
3410
White Lighthouse Investment Management
Massachusetts
$401M +$28.6M +8% 6.49% 55.3% 118 5.93%
EGA
3411
E&G Advisors
Texas
$401M +$32.1M +9% 7.84% 92.3% 218 6.42%
HHGC
3412
Hunting Hill Global Capital
New York
$400M +$64.2M +19% 16% 132% 127 65.35%
LI
3413
Lafayette Investments
Maryland
$400M +$31.7M +9% 10.2% 77.9% 133 12.03%
WI
3414
WrapManager Inc
California
$400M +$17M +4% 5.43% 64.6% 338 19.53%
PAM
3415
Paradigm Asset Management
New York
$400M +$34.8M +10% 6.55% 73.8% 394 19.54%
HGWM
3416
Horst & Graben Wealth Management
Oregon
$400M +$36.9M +10% 6.03% 55.1% 142 11.27%
BBL
3417
Beck Bode LLC
Massachusetts
$400M +$41.1M +11% 13.2% 155% 107 39.25%
TGI
3418
TRV GP III
Massachusetts
$400M -$127M -24% 15.1% 170% 7 0%
MVM
3419
Medicxi Ventures Management
Jersey
$400M -$60.1M -13% 14.3% 505% 7 14.29%
WFPG
3420
Waller Financial Planning Group
Ohio
$399M +$22.9M +6% 4.24% 40.9% 56 7.14%
FFL
3421
Flat Footed LLC
Wyoming
$399M 5.52% 152% 27
CFSG
3422
Community Financial Services Group
Vermont
$399M +$31.5M +9% 7.77% 108 6.48%
VIA
3423
Vantagepoint Investment Advisers
District of Columbia
$399M +$6.4M +2% 2.45% 32.7% 2 0%
HWM
3424
HFR Wealth Management
New York
$398M +$55M +16% 13.9% 47.5% 64 7.81%
BWP
3425
BSW Wealth Partners
Colorado
$398M +$40.5M +11% 8.49% 75.4% 276 16.3%