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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 Time
Held (Qtrs)
WTFG
4401
Wells Trecaso Financial Group
Ohio
$102M – – 6.21% 108% 65 – 0
CA
4402
Crewe Advisors
Utah
$102M – – 5.01% 96.1% 279 – 0
ACM
4403
Axel Capital Management
New York
$102M -$50.2M -33% 12.8% 194% 25 56% 9.2
SCA
4404
Strategic Capital Advisers
Colorado
$102M – – 6.32% 51.4% 62 – 0
ETM
4405
Euclidean Technologies Management
Washington
$102M -$2.89M -3% 7.87% 124% 63 14.29% 6.5
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% 6
BLA
4408
Balter Liquid Alternatives
Massachusetts
$101M +$11.4M +13% 9.56% 76.7% 225 59.56% 1.1
MCAI
4409
Meritech Capital Associates III
California
$101M -$23.6M -19% 6% 135% 3 0% 10
AG
4410
Appleton Group
Wisconsin
$101M +$7.73M +8% 3.46% 58.3% 37 16.22% 5.9
BA
4411
Ballew Advisors
Mississippi
$101M – – 2.07% 68% 101 – 0
VP
4412
venBio Partners
California
$101M – – 5.74% 564% 3 – 0
FCA
4413
Florence Capital Advisors
New York
$101M +$8.58M +9% 8.55% – 87 22.99% 3.2
BWM
4414
BigSur Wealth Management
Florida
$101M +$1.11M +1% 5.65% 94.8% 100 15% 3.3
CV
4415
Clarus Ventures
Massachusetts
$100M -$22.4M -18% 28% 70.3% 6 16.67% 9.7
BIA
4416
Bigelow Investment Advisors
Maine
$100M – – 4.28% 75.7% 96 – 0
YEPX
4417
Yorktown Energy Partners XI
New York
$100M -$3.26M -3% 2.83% 105% 2 0% 3.5
PAM
4418
Pegasus Asset Management
New York
$100M – – 6.27% 89% 68 – 0
BPI
4419
Battery Partners IX
Massachusetts
$100M +$21.4M +27% 35.9% 322% 3 0% 8.7
CWSR
4420
Chessman Wealth Strategies RIA
Texas
$100M – – 2.99% – 29 – 0
WCM
4421
Washington Capital Management
Washington
$99.9M +$5.81M +6% 4.54% 76.9% 111 18.92% 7.7
KIA
4422
Kopp Investment Advisors
Minnesota
$99.8M -$9.28M -9% 1.78% 109% 70 14.29% 10.6
SXM
4423
SC XII Management
California
$99.8M -$28.7M -22% 19.5% 73.4% 2 0% 11.5
SWM
4424
Strategic Wealth Management
Washington
$99.6M +$27.5M +38% 2.06% 52.8% 20 25% 4.2
HMS
4425
Hanseatic Management Services
New Mexico
$99.3M +$11.2M +13% 12.3% – 505 32.67% 2.8