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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)
APEIRON Capital Ltd
4826
APEIRON Capital Ltd
Hong Kong
$163M -$62.7M -28% 13.5% 487% 14 7.14% 0.9
HIC
4827
Harbor Island Capital
Massachusetts
$163M -$44.8M -22% 22.1% 218% 16 12.5% 3.9
CM Wealth Advisors
4828
CM Wealth Advisors
Ohio
$163M – – 13.3% 64.7% 72 – 0
Round Hill Asset Management
4829
Round Hill Asset Management
California
$163M -$26.4M -14% 11% 43.2% 60 3.33% 4.1
Cabot-Wellington
4830
Cabot-Wellington
Massachusetts
$163M -$38.9M -19% 16.4% 65% 9 11.11% 5.4
AREX Capital Management
4831
AREX Capital Management
New York
$163M -$9.9M -6% 4.01% 36.2% 16 12.5% 1.1
EPIQ Partners
4832
EPIQ Partners
Minnesota
$163M -$22.7M -12% 10.9% 49.6% 91 10.99% 1.9
United Fire Group
4833
United Fire Group
Iowa
$163M -$31M -16% 9.93% 27.4% 47 2.13% 7.1
Abacus FCF Advisors
4834
Abacus FCF Advisors
Florida
$163M -$136M -45% 11.6% 197% 189 33.86% 1.3
O'Keefe Stevens Advisory
4835
O'Keefe Stevens Advisory
New York
$163M -$41.9M -20% 20% 208% 39 10.26% 3.9
Hel Ved Capital Management
4836
Hel Ved Capital Management
Hong Kong
$163M – – 7.15% 1,351% 12 – 0.6
Pelion Inc
4837
Pelion Inc
Utah
$163M -$174M -52% 51.2% 16.9% 4 0% 0.5
Tiller Private Wealth
4838
Tiller Private Wealth
Pennsylvania
$163M -$10.4M -6% 14% 53.5% 62 29.03% 2.3
Half Sky Capital (UK)
4839
Half Sky Capital (UK)
United Kingdom
$163M -$36.3M -18% 20.4% 13% 9 22.22% 0.9
Augustine Asset Management
4840
Augustine Asset Management
Florida
$163M -$36.3M -18% 12.1% 316% 98 11.22% 3.2
CPA
4841
Capital Performance Advisors
California
$163M -$12.5M -7% 14.4% 71% 61 31.15% 0.4
Ledge Wealth Management
4842
Ledge Wealth Management
Minnesota
$163M +$1.85M +1% 10.8% – 76 14.47% 0.2
Veery Capital
4843
Veery Capital
Delaware
$163M -$18.1M -10% 13.1% 63.4% 85 18.82% 1.3
Cribstone Capital Management
4844
Cribstone Capital Management
Maine
$163M -$20.1M -11% 12.1% 22.4% 591 32.49% 2.5
Scholtz & Company
4845
Scholtz & Company
Connecticut
$163M -$90.7M -36% 16% 89.2% 60 41.67% 2.2
Core Wealth Advisors (Florida)
4846
Core Wealth Advisors (Florida)
Florida
$163M -$15.7M -9% 12.7% 59.7% 245 30.2% 1.4
Wealth Management Resources
4847
Wealth Management Resources
Rhode Island
$163M +$17.9M +12% 7.92% 37.7% 46 19.57% 0.5
Safeguard Investment Advisory Group
4848
Safeguard Investment Advisory Group
California
$163M +$16M +11% 16.7% 84.3% 95 8.42% 1.2
First City Capital Management
4849
First City Capital Management
Georgia
$162M -$19.1M -10% 7.86% 76.5% 173 9.25% 5.2
Harvest Group Wealth Management
4850
Harvest Group Wealth Management
Massachusetts
$162M -$13.6M -8% 10.4% 28.1% 223 45.74% 0.6