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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)
Chapin Davis
3601
Chapin Davis
Maryland
$569M +$120M +27% 70.1% 339% 285 18.6% 2.3
Single Point Partners
3602
Single Point Partners
Massachusetts
$568M +$65.5M +13% 11.9% 56.4% 105 22.86% 1.8
Panview Capital
3603
Panview Capital
Hong Kong
$568M +$101M +22% 26.9% – 17 47.06% 0.5
Horiko Capital Management
3604
Horiko Capital Management
New York
$568M +$134M +31% 70.3% 275% 21 23.81% 4.3
WC
3605
Weil Company
California
$568M +$122M +27% 11.2% 71.7% 137 18.98% 3.5
Insight Advisors
3606
Insight Advisors
Pennsylvania
$567M +$41.8M +8% 17.2% 74% 258 12.4% 3.8
Crossingbridge Advisors
3607
Crossingbridge Advisors
New York
$567M +$14.2M +3% 0.59% – 207 52.17% 0.3
Clarity Wealth Advisors
3608
Clarity Wealth Advisors
California
$567M +$80.4M +17% 15.7% 94.1% 119 10.92% 3.4
Contravisory Investment Management
3609
Contravisory Investment Management
Massachusetts
$566M +$78M +16% 24.1% 135% 445 29.89% 1.6
DA
3610
DCF Advisers
Connecticut
$566M +$191M +51% 96.6% 372% 98 17.35% 2.4
LT
3611
Legacy Trust
Michigan
$566M +$43.7M +8% 21.1% 95% 217 9.68% 2.2
BetterWealth
3612
BetterWealth
California
$565M +$55.5M +11% 10.8% 63.3% 89 7.87% 2.1
Primavera Capital Management
3613
Primavera Capital Management
Cayman Islands
$565M -$82.8M -13% 17.4% 1.21% 5 40% 3
Lathrop Investment Management
3614
Lathrop Investment Management
Arkansas
$565M +$30.7M +6% 9.98% 72.2% 90 8.89% 6.8
Affinity Partners
3615
Affinity Partners
Florida
$565M -$69.7M -11% 11% – 1 0% 1.5
IDG China Capital Fund III Associates
3616
IDG China Capital Fund III Associates
China
$564M -$304M -35% 34.3% – 2 0% 1.3
Manchester Financial
3617
Manchester Financial
California
$563M +$41.5M +8% 13% 73% 156 14.1% 2.9
Tradewinds Capital Management
3618
Tradewinds Capital Management
Washington
$563M +$59M +12% 10.9% 96.9% 784 17.09% 4.4
Schoolcraft Capital
3619
Schoolcraft Capital
Colorado
$563M +$46.3M +9% 10.9% 58.7% 68 5.88% 5.3
Ramsay Stattman Vela & Price
3620
Ramsay Stattman Vela & Price
Colorado
$562M +$55.8M +11% 14.6% 81.8% 86 10.47% 7.5
Lincoln Capital
3621
Lincoln Capital
Nebraska
$562M +$34.2M +6% 9.11% 67.1% 141 7.09% 5.9
Leading Edge Financial Planning
3622
Leading Edge Financial Planning
Tennessee
$562M +$86.3M +18% 9.4% 48.6% 85 23.53% 2
MIP
3623
Ma Investment Partnership
California
$561M +$353M +170% 155% – 13 23.08% 0.3
Arosa Capital Management
3624
Arosa Capital Management
Florida
$561M -$99.3M -15% 83.5% 536% 95 73.68% 0.3
Drive Wealth Management
3625
Drive Wealth Management
Utah
$561M +$87.2M +18% 20% 94.4% 484 27.48% 1.6