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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)
SC
4601
Sawyer & Company
Massachusetts
$232M +$19.7M +9% 10.8% 111% 190 7.89% 3
SI
4602
Schusterman Interests
Oklahoma
$232M – – 4.51% 344% 15 – 0
Oxbow Capital Management (HK)
4603
Oxbow Capital Management (HK)
Hong Kong
$231M – – 12.1% 2,244% 6 – 0
MV Management XI
4604
MV Management XI
California
$231M – – 27.9% – 4 – 0
Aire Advisors
4605
Aire Advisors
California
$231M – – 6.76% 77.4% 109 – 0
BOC
4606
Barbara Oil Co
Illinois
$231M +$18M +8% 10.1% 76.9% 89 4.49% 5.6
Legacy Financial Strategies
4607
Legacy Financial Strategies
Kansas
$231M +$18.7M +9% 9.5% 76.7% 67 13.43% 2.7
PFA
4608
Professional Financial Advisors
Nebraska
$231M +$56.7M +32% 5.49% 59.2% 494 17.61% 1
Industry Ventures
4609
Industry Ventures
California
$231M – – 25.3% 77.4% 10 – 0
Zoom Communications
4610
Zoom Communications
California
$231M – – 9.19% 10.7% 2 – 0
Keeler Thomas Management
4611
Keeler Thomas Management
Utah
$231M +$21M +10% 13.9% 52.1% 75 6.67% 2.3
Triumph Capital Management
4612
Triumph Capital Management
Colorado
$231M +$17.5M +8% 4.17% 55.5% 239 33.05% 0.3
CCC
4613
Chelsea Counsel Company
California
$231M +$11.1M +5% 9.08% 106% 103 13.59% 4
DA
4614
Dash Acquisitions
California
$231M +$38.8M +20% 9.34% 52% 40 17.5% 0.8
Cardinal Point Wealth Management Partners
4615
Cardinal Point Wealth Management Partners
California
$231M – – 4.54% – 49 – 0
APW
4616
Aurora Private Wealth
New Jersey
$231M -$15.8M -6% 7.17% – 237 23.63% 1.1
HH
4617
HWG Holdings
Texas
$231M – – 14.9% – 141 – 1.4
S.E.E.D. Planning Group
4618
S.E.E.D. Planning Group
New York
$230M +$18.5M +9% 6.21% 57.3% 100 17% 1.2
Community Bank of Raymore
4619
Community Bank of Raymore
Missouri
$230M -$103M -31% 10.7% 91.9% 73 15.07% 4.1
Ategra Capital Management
4620
Ategra Capital Management
Virginia
$230M +$20.6M +10% 10.6% 114% 119 13.45% 1.8
Fountainhead AM
4621
Fountainhead AM
New Jersey
$230M +$23.6M +11% 6.81% 80.4% 82 20.73% 0.7
CAGAS
4622
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 6.42% 54.8% 559 70.66% 2.3
Eads & Heald Wealth Management
4623
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 13.2% 93.3% 148 5.41% 5.5
Wells Trecaso Financial Group
4624
Wells Trecaso Financial Group
Ohio
$230M +$20.4M +10% 12.6% 108% 97 6.19% 2.6
Wealth Alliance Advisory Group
4625
Wealth Alliance Advisory Group
Kansas
$230M +$24.3M +12% 9.06% 72.7% 174 20.69% 2.4