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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
APIM
5101
Agate Pass Investment Management
Washington
$131M -$11M -8% 5.01% 68% 94 7.45%
MSCM
5102
McElhenny Sheffield Capital Management
Texas
$131M -$83.6M -39% 3.04% 86.3% 110 32.73%
SWP
5103
ShoreHaven Wealth Partners
New Jersey
$131M -$8.32M -6% 6.67% 63.8% 83 32.53%
JFG
5104
Jefferies Financial Group
New York
$131M -$18.7M -12% 11.6% 104% 6 0%
PIM
5105
Profit Investment Management
Maryland
$131M -$5.5M -4% 1.59% 101% 79 3.8%
CAAM
5106
Cornerstone Advisors Asset Management
Pennsylvania
$131M -$9.93M -7% 5.88% 32.7% 72 20.83%
SV
5107
Sturgeon Ventures
United Kingdom
$130M -$18.5M -12% 0.86% 85.9% 42 40.48%
VW
5108
Vance Wealth
California
$130M +$793K +0.6% 6.22% 55.3% 68 13.24%
SRAM
5109
Spouting Rock Asset Management
Pennsylvania
$130M -$23.9M -16% 0.49% 74.7% 161 29.19%
FCMV
5110
Foresite Capital Management V
California
$130M -$13.1M -9% 3.56% 357% 14 0%
HVCM
5111
Hel Ved Capital Management
Hong Kong
$130M -$33.1M -20% 10.4% 763% 18 55.56%
UOMF
5112
University of Massachusetts Foundation
Massachusetts
$130M +$13.3M +11% 7.13% 53.6% 5 20%
ZC
5113
Zoom Communications
California
$130M +$8.63M +7% 7.88% 10.7% 3 0%
LBC
5114
Lawrence B. Cohen
$130M -$10.6M -8% 4.38% 41.8% 68 14.71%
BAM
5115
Byrne Asset Management
New Jersey
$130M -$5.71M -4% 4.32% 116% 567 17.64%
UCIG
5116
Ulrich Consultants & Investment Group
New Mexico
$130M -$52.9M -29% 3.19% 71 28.17%
RWG
5117
Regal Wealth Group
California
$130M -$8.98M -6% 4.37% 17% 49 12.24%
GCM
5118
Goldstream Capital Management
Hong Kong
$130M +$14.8M +13% 15.2% 403% 21 61.9%
MUAMU
5119
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$130M -$43.6M -25% 3.65% 107% 86 16.28%
AIA
5120
Arrow Investment Advisors
Maryland
$129M +$4.29M +3% 3.73% 29.6% 78 34.62%
RFG
5121
Range Financial Group
Oregon
$129M -$8.23M -6% 2.85% 188% 169 20.71%
AWA
5122
ARQ Wealth Advisors
Arizona
$129M -$10.4M -7% 6.72% 53.3% 53 13.21%
LSA
5123
Lansing Street Advisors
Pennsylvania
$129M +$804K +0.6% 4.4% 298 16.78%
CAMV
5124
Concord Asset Management (Virginia)
Virginia
$129M -$7.14M -5% 5.92% 64.7% 48 18.75%
NG
5125
NWK Group
California
$129M -$19M -13% 1.44% 227% 84 36.9%