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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)
CWA
3601
Clarity Wealth Advisors
California
$567M +$80.4M +17% 15.7% 85.1% 119 10.92% 3.4
CIM
3602
Contravisory Investment Management
Massachusetts
$566M +$78M +16% 24.1% 135% 445 29.89% 1.6
DA
3603
DCF Advisers
Connecticut
$566M +$191M +51% 96.6% 372% 98 17.35% 2.4
LT
3604
Legacy Trust
Michigan
$566M +$43.7M +8% 21.1% 95% 217 9.68% 2.2
B
3605
BetterWealth
California
$565M +$55.5M +11% 10.8% 63.3% 89 7.87% 2.1
PCM
3606
Primavera Capital Management
Cayman Islands
$565M -$82.8M -13% 17.4% 1.21% 5 40% 3
LIM
3607
Lathrop Investment Management
Arkansas
$565M +$30.7M +6% 9.98% 72.2% 90 8.89% 6.8
AP
3608
Affinity Partners
Florida
$565M -$69.7M -11% 11% – 1 0% 1.5
ICCFIA
3609
IDG China Capital Fund III Associates
China
$564M -$304M -35% 34.3% – 2 0% 1.3
MF
3610
Manchester Financial
California
$563M +$41.5M +8% 13% 73% 156 14.1% 2.9
TCM
3611
Tradewinds Capital Management
Washington
$563M +$59M +12% 10.9% 85.2% 784 17.09% 4.4
SC
3612
Schoolcraft Capital
Colorado
$563M +$46.3M +9% 10.9% 58.7% 68 5.88% 5.3
RSVP
3613
Ramsay Stattman Vela & Price
Colorado
$562M +$55.8M +11% 14.6% 64.3% 86 10.47% 7.5
LC
3614
Lincoln Capital
Nebraska
$562M +$34.2M +6% 9.11% 67.1% 141 7.09% 5.9
LEFP
3615
Leading Edge Financial Planning
Tennessee
$562M +$86.3M +18% 9.4% 44.4% 85 23.53% 2
MIP
3616
Ma Investment Partnership
California
$561M +$353M +170% 155% – 13 23.08% 0.3
ACM
3617
Arosa Capital Management
Florida
$561M -$99.3M -15% 83.5% 536% 95 73.68% 0.3
DWM
3618
Drive Wealth Management
Utah
$561M +$87.2M +18% 20% 94.4% 484 27.48% 1.6
WAS
3619
WESPAC Advisors SoCal
California
$560M +$90.1M +19% 23.1% 135% 132 17.42% 2.5
NG
3620
NatWest Group
United Kingdom
$560M +$98.1M +21% 24.2% 207% 49 12.24% 2.4
RAM
3621
Riggs Asset Management
Pennsylvania
$560M +$74.5M +15% 26.2% 207% 151 28.48% 3.4
OIS
3622
Okabena Investment Services
Minnesota
$560M +$41.1M +8% 14.2% 72.4% 158 17.09% 2.4
UOIF
3623
University of Illinois Foundation
Illinois
$560M +$72.4M +15% 17.5% – 43 60.47% 0.4
OC
3624
Opal Capital
Florida
$560M -$5.01M -0.9% 13.4% – 171 38.01% 0.3
EPM
3625
Equitec Proprietary Markets
Illinois
$559M +$372M +199% 46.2% 526% 125 57.6% 0.8