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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)
Wells Trecaso Financial Group
4401
Wells Trecaso Financial Group
Ohio
$102M – – 6.21% 108% 65 – 0
Crewe Advisors
4402
Crewe Advisors
Utah
$102M – – 5.01% 96.1% 279 – 0
Axel Capital Management
4403
Axel Capital Management
New York
$102M -$50.2M -33% 12.8% 194% 25 56% 2.3
SCA
4404
Strategic Capital Advisers
Colorado
$102M – – 6.32% 51.4% 62 – 0
Euclidean Technologies Management
4405
Euclidean Technologies Management
Washington
$102M -$2.89M -3% 7.87% 124% 63 14.29% 1.6
OPWM
4406
Oak Point Wealth Management
Michigan
$101M – – 4.24% – 210 – 0
SSCM
4407
Summit Street Capital Management
New York
$101M +$13.9M +16% 9.6% 217% 31 12.9% 1.5
BLA
4408
Balter Liquid Alternatives
Massachusetts
$101M +$11.4M +13% 9.56% 76.7% 225 59.56% 0.3
Meritech Capital Associates III
4409
Meritech Capital Associates III
California
$101M -$23.6M -19% 6% 135% 3 0% 2.5
Appleton Group
4410
Appleton Group
Wisconsin
$101M +$7.73M +8% 3.46% 58.3% 37 16.22% 1.5
Ballew Advisors
4411
Ballew Advisors
Mississippi
$101M – – 2.07% 68% 101 – 0
venBio Partners
4412
venBio Partners
California
$101M – – 5.74% 564% 3 – 0
Florence Capital Advisors
4413
Florence Capital Advisors
New York
$101M +$8.58M +9% 8.55% – 87 22.99% 0.8
BigSur Wealth Management
4414
BigSur Wealth Management
Florida
$101M +$1.12M +1% 5.65% 94.8% 100 15% 0.8
Clarus Ventures
4415
Clarus Ventures
Massachusetts
$100M -$22.4M -18% 28% 70.3% 6 16.67% 2.4
BIA
4416
Bigelow Investment Advisors
Maine
$100M – – 4.28% 75.7% 96 – 0
Yorktown Energy Partners XI
4417
Yorktown Energy Partners XI
New York
$100M -$3.26M -3% 2.83% 105% 2 0% 0.9
PAM
4418
Pegasus Asset Management
New York
$100M – – 6.27% 89% 68 – 0
Battery Partners IX
4419
Battery Partners IX
Massachusetts
$100M +$21.4M +27% 35.9% 322% 3 0% 2.2
Chessman Wealth Strategies RIA
4420
Chessman Wealth Strategies RIA
Texas
$100M – – 2.99% – 29 – 0
Washington Capital Management
4421
Washington Capital Management
Washington
$100M +$5.81M +6% 4.54% 81.8% 111 18.92% 1.9
Kopp Investment Advisors
4422
Kopp Investment Advisors
Minnesota
$100M -$9.28M -9% 1.78% 109% 70 14.29% 2.7
SC XII Management
4423
SC XII Management
California
$100M -$28.7M -22% 19.5% 73.4% 2 0% 2.9
SWM
4424
Strategic Wealth Management
Washington
$100M +$27.5M +38% 2.06% 52.8% 20 25% 1.1
Hanseatic Management Services
4425
Hanseatic Management Services
New Mexico
$99.3M +$11.2M +13% 12.3% – 505 32.67% 0.7