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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
CTWM
3551
Cherry Tree Wealth Management
Minnesota
$422M +$23.7M +6% 5.89% 28% 618 4.37%
TAA
3552
TB Alternative Assets
Cayman Islands
$421M -$8.1M -2% 2.54% 325% 45 28.89%
PA
3553
Parkside Advisors
California
$421M +$29.7M +8% 5.77% 36.7% 85 9.41%
HCM
3554
Harspring Capital Management
New York
$421M +$25.7M +6% 16.4% 70.6% 18 0%
GDS
3555
Gimbel Daniel Scott
$421M +$86.1M +26% 7.56% 57.1% 3 33.33%
RC
3556
Reik & Co
New York
$420M +$33.6M +9% 8.3% 38.6% 57 10.53%
SCM
3557
Stordahl Capital Management
Colorado
$420M +$20.7M +5% 6.1% 50.1% 52 3.85%
BHWA
3558
Beacon Harbor Wealth Advisors
Virginia
$420M +$36M +9% 9.07% 143% 83 33.73%
PCM
3559
Polus Capital Management
United Kingdom
$420M +$96.2M +30% 16.1% 6 33.33%
WPP
3560
Whalerock Point Partners
Rhode Island
$420M +$46.6M +12% 5.69% 103% 189 15.87%
PSP
3561
Pacific Sage Partners
Washington
$420M +$16.7M +4% 3.71% 47.8% 109 11.93%
SM
3562
Scoggin Management
New York
$420M +$119M +40% 3.97% 889% 96 56.25%
APC
3563
Aspire Private Capital
North Carolina
$420M +$31.8M +8% 5.73% 49.6% 728 10.58%
ICVCFIA
3564
IDG China Venture Capital Fund IV Associates
Hong Kong
$420M -$17.1M -4% 1.06% 59.2% 4 25%
CRWM
3565
Castle Rock Wealth Management
California
$419M +$18.7M +5% 4.71% 105% 258 14.73%
KGAMU
3566
KPS Global Asset Management (UK)
United Kingdom
$419M +$82.6M +25% 27.1% 523% 4 0%
SPC
3567
Stony Point Capital
New York
$419M +$29.2M +7% 7.13% 208% 44 18.18%
SMI
3568
Shelter Mutual Insurance
Missouri
$419M +$34.3M +9% 8.89% 51.2% 58 1.72%
BFIC
3569
Bedell Frazier Investment Counselling
California
$419M +$3.82M +0.9% 7.09% 72.5% 110 20.91%
MFGM
3570
Marshall Financial Group (Maryland)
Maryland
$418M +$61M +17% 5.2% 63.5% 218 22.48%
VPP
3571
Vertex Planning Partners
Illinois
$418M +$32.9M +9% 4.87% 55.4% 162 6.79%
WC
3572
Wexford Capital
Florida
$418M +$23.2M +6% 10.5% 128% 241 55.6%
LS
3573
Liquid Strategies
Georgia
$418M +$37.7M +10% 5.51% 46.8% 15 20%
CT
3574
Clearstead Trust
Maine
$418M +$15.6M +4% 4.31% 111% 440 7.27%
FCFC
3575
First Commonwealth Financial Corp
Pennsylvania
$418M +$29.4M +8% 7.1% 72.9% 211 11.37%