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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)
P.A.W. Capital
5601
P.A.W. Capital
Connecticut
$119M +$5.47M +5% 13.2% 54.6% 75 28% 3.5
Refined Wealth Management
5602
Refined Wealth Management
Utah
$119M – – 5.06% 99.4% 20 – 0
Courant Investment Management
5603
Courant Investment Management
Tennessee
$119M -$1.54M -1% 2.74% 35.2% 11 9.09% 3
Navis Wealth Advisors
5604
Navis Wealth Advisors
New York
$119M -$10.1M -8% 4.01% 107% 121 23.97% 0.4
Provident Wealth Management
5605
Provident Wealth Management
Tennessee
$119M +$28.6M +32% 5.14% 61.1% 79 18.99% 0.9
Clayton Partners
5606
Clayton Partners
California
$119M +$15.5M +15% 8.9% 109% 42 28.57% 0.2
Snow Phipps Group
5607
Snow Phipps Group
New York
$119M – – 32.1% 58% 2 – 1.3
Salvus Wealth Management
5608
Salvus Wealth Management
New Jersey
$119M +$11.6M +11% 8.2% 108% 98 17.35% 0.4
NED
5609
Nancy E. Dempze
$119M +$5.47M +5% 7.06% 83.1% 71 11.27% 4
Wells Financial Advisors
5610
Wells Financial Advisors
Massachusetts
$119M +$7.09M +6% 6.37% 54% 62 1.61% 0.5
Avalon Capital Management
5611
Avalon Capital Management
California
$119M +$11.1M +10% 7.37% 151% 36 47.22% 1.4
Cadence Wealth Management
5612
Cadence Wealth Management
Massachusetts
$118M +$7.77M +7% 5.83% 56.4% 39 30.77% 0.2
Cruiser Capital Advisors
5613
Cruiser Capital Advisors
Connecticut
$118M +$6.75M +6% 5.23% 192% 63 34.92% 0.6
Pacific Wealth Management
5614
Pacific Wealth Management
California
$118M +$1.99M +2% 5.63% 72.8% 13 38.46% 0.4
S. Muoio & Co
5615
S. Muoio & Co
New York
$118M +$24.6M +26% 12.8% 327% 115 45.22% 1.8
HPS Investment Partners
5616
HPS Investment Partners
New York
$118M -$23.2M -16% 22.3% 55.9% 5 40% 0.5
GVO Asset Management
5617
GVO Asset Management
Switzerland
$118M +$18.5M +19% 18.8% 71.2% 68 14.71% 0.3
Safir Wealth Advisors
5618
Safir Wealth Advisors
New Hampshire
$118M +$8.77M +8% 4.83% 52.1% 14 14.29% 0.5
VFG
5619
V2 Financial group
Illinois
$118M +$6.84M +6% 6.76% 63.3% 61 13.11% 0.4
Yarra Square Partners
5620
Yarra Square Partners
New York
$118M -$4.8M -4% 7.25% 55.9% 21 28.57% 0.4
Franklin Street Capital Partners
5621
Franklin Street Capital Partners
New York
$118M -$7.82M -6% 3.66% – 56 58.93% 0.3
GWA
5622
GGM Wealth Advisors
Maryland
$118M -$7.56M -6% 6.54% 25.9% 93 9.68% 0.4
Northern Capital Management (Washington)
5623
Northern Capital Management (Washington)
Washington
$118M +$7.66M +7% 6.8% 80% 44 9.09% 0.5
New Thinking Investment Management Company (HK)
5624
New Thinking Investment Management Company (HK)
Hong Kong
$118M – – 31.4% – 5 – 0
Relaxing Retirement Coach
5625
Relaxing Retirement Coach
Massachusetts
$118M +$30.1M +34% 3.8% 28.6% 47 8.51% 2.8