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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)
Redwood Grove Capital
4126
Redwood Grove Capital
California
$249M +$13.2M +6% 3.67% 79.8% 28 7.14% 2
CWS Financial Advisors
4127
CWS Financial Advisors
Michigan
$249M -$14.3M -5% 5.88% 55.7% 179 20.11% 2.4
White Pine Capital
4128
White Pine Capital
Minnesota
$249M -$18.9M -7% 4.46% 143% 213 7.98% 5.9
Jackson Square Capital
4129
Jackson Square Capital
California
$249M +$94.4K +0% 0.31% 423% 126 26.19% 2.1
Citizens & Northern Corp
4130
Citizens & Northern Corp
Pennsylvania
$249M -$15.6M -6% 3.8% 73.3% 99 4.04% 5.9
Wildcat Capital Management
4131
Wildcat Capital Management
New York
$249M -$13.8M -5% 3.23% 77.7% 23 39.13% 1.8
Horizon Wealth Management
4132
Horizon Wealth Management
Illinois
$249M -$4.66M -2% 3.91% 97.2% 87 14.94% 1.4
Grant Street Asset Management
4133
Grant Street Asset Management
Pennsylvania
$249M -$15.3M -6% 2.71% 47.2% 70 24.29% 1.8
Endeavour Capital Advisors
4134
Endeavour Capital Advisors
Connecticut
$249M +$20.2M +9% 9.58% 105% 47 42.55% 3.1
Buck Wealth Strategies
4135
Buck Wealth Strategies
Colorado
$249M +$18.1M +8% 2.34% 48.4% 401 39.15% 0.3
INCA Investments
4136
INCA Investments
Florida
$249M -$37.4M -13% 5.74% 128% 12 16.67% 3.8
Measured Wealth Private Client Group
4137
Measured Wealth Private Client Group
New Hampshire
$249M -$14.6M -6% 3.12% 84.3% 188 20.21% 2.2
Summit Wealth & Retirement Planning
4138
Summit Wealth & Retirement Planning
California
$249M -$5.63M -2% 3.13% 67.6% 60 6.67% 2.7
Horan Capital Advisors
4139
Horan Capital Advisors
Ohio
$249M -$7.42M -3% 3.02% 26.6% 118 16.1% 4.1
NAH
4140
Neumann Advisory (HK)
Hong Kong
$249M -$13.4M -5% 4.48% 77.3% 14 0% 3.7
Windham Capital Management
4141
Windham Capital Management
Massachusetts
$249M -$11.2M -4% 3.22% 8.3% 89 7.87% 3.6
Diana Davis Spencer Foundation
4142
Diana Davis Spencer Foundation
Maryland
$248M -$12M -5% 4.58% 13.4% 3 0% 8.8
BetterWealth
4143
BetterWealth
California
$248M -$8.6M -3% 3.94% 63.3% 50 12% 1.1
Steadview Capital Management
4144
Steadview Capital Management
United Kingdom
$248M -$157M -39% 6.79% 839% 9 11.11% 2.1
DA
4145
Dash Acquisitions
California
$248M -$3.97M -2% 1.3% 52% 46 13.04% 1.9
Hendley & Co
4146
Hendley & Co
Ohio
$248M +$6.94M +3% 2.82% 64.9% 53 3.77% 6
True Wind Capital Management
4147
True Wind Capital Management
California
$248M +$1.47M +0.6% 5.85% 59.6% 3 0% 1.8
FAP
4148
Financial Advisory Partners
Florida
$248M -$11.8M -5% 4.91% 52.9% 65 3.08% 1.5
Rather & Kittrell
4149
Rather & Kittrell
Tennessee
$248M +$8.59M +4% 3.49% 41.1% 64 6.25% 1.4
Sanchez Wealth Management Group
4150
Sanchez Wealth Management Group
Florida
$248M +$919K +0.4% 3.17% 56.9% 36 5.56% 3.5