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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
AWP
5301
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 8.8% 57.3% 113 11.5%
AW
5302
Alaethes Wealth
Nevada
$146M +$9.47M +7% 9.44% 96.4% 110 16.36%
SC
5303
Saiph Capital
New Jersey
$145M +$17.2M +13% 3.76% 52.4% 43 23.26%
CCA
5304
Cora Capital Advisors
New Jersey
$145M 8.91% 70.5% 77
BCM
5305
Birch Capital Management
Texas
$145M +$12.8M +10% 9.65% 48.4% 110 6.36%
TRIA
5306
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 9.42% 76% 126 9.52%
SRWM
5307
Shira Ridge Wealth Management
California
$145M 7.26% 64.9% 58
HPC
5308
Highland Peak Capital
Connecticut
$145M 12.3% 260% 21
NFGH
5309
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 3.58% 281% 47 27.66%
YEPX
5310
Yorktown Energy Partners XI
New York
$145M +$17M +13% 17.7% 105% 4 25%
TB
5311
Treynor Bancshares
Iowa
$145M +$11.6M +9% 6.24% 3.35% 74 4.05%
ATWA
5312
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 10.1% 63.8% 103 9.71%
KA
5313
Kercheville Advisors
Texas
$145M +$47.1M +48% 9.74% 240% 99 31.31%
EFSCE
5314
Enterprise Financial Services Corp (EFSC)
Missouri
$145M +$10.7M +8% 12.1% 100% 157 11.46%
LFP
5315
Leeward Financial Partners
Washington
$145M +$5.28M +4% 6.58% 83% 72 20.83%
AIC
5316
Aurora Investment Counsel
Georgia
$145M +$13M +10% 13% 31.7% 126 21.43%
FPCG
5317
Forum Private Client Group
Indiana
$145M +$11M +8% 6.54% 47.9% 68 7.35%
VLC
5318
Van Leeuwen & Company
New Jersey
$145M +$19.1M +15% 11.3% 75.4% 68 23.53%
QC
5319
Quaero Capital
Switzerland
$145M +$16.9M +13% 5.85% 62.4% 98 27.55%
FWA
5320
FOCUS Wealth Advisors
Texas
$145M +$3.44M +2% 4.81% 63.8% 49 6.12%
CCP
5321
Carmel Capital Partners
California
$145M +$41.1M +40% 8.66% 65.1% 135 17.78%
PGDP
5322
Pragma Gestao de Patrimonio
Brazil
$145M +$4.7M +3% 7.41% 75.2% 18 27.78%
JP
5323
JNE Partners
United Kingdom
$145M -$28.3M -16% 4.23% 100% 13 30.77%
SFP
5324
Sandbox Financial Partners
Maryland
$145M +$7.83M +6% 3.48% 69.6% 95 17.89%
FOA
5325
Five Oceans Advisors
California
$144M +$17.9M +14% 8.27% 78.8% 151 13.91%