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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)
Mesirow Financial Investment Management - Fixed Income
5601
Mesirow Financial Investment Management - Fixed Income
Illinois
$135M +$71.4M +112% 3.23% 26.9% 12 16.67% 2.3
Southern Capital Advisors
5602
Southern Capital Advisors
Tennessee
$135M +$5.85M +5% 6.15% 66.8% 87 31.03% 0.9
Renaissance Capital
5603
Renaissance Capital
Connecticut
$135M +$6.88M +5% 24% 392% 93 11.83% 1.2
PATRIZIA Pty Ltd
5604
PATRIZIA Pty Ltd
Australia
$135M +$898K +0.7% 3.41% – 16 0% 4.1
Geo Capital Gestora de Recursos
5605
Geo Capital Gestora de Recursos
Brazil
$135M +$9.8M +8% 10.7% 30.7% 40 2.5% 2.2
Windle Wealth
5606
Windle Wealth
Oklahoma
$135M +$6.77M +5% 5.16% 73% 29 3.45% 0.2
Claris Advisors
5607
Claris Advisors
Missouri
$135M +$29.4M +28% 4.11% 65.7% 53 32.08% 0.9
Concentrum Wealth Management
5608
Concentrum Wealth Management
California
$135M +$23M +21% 36.7% 174% 63 14.29% 2.2
Vaughan & Co Securities
5609
Vaughan & Co Securities
New Jersey
$135M +$9.28M +7% 5.34% 70.7% 56 10.71% 2.2
Rooted Wealth Advisors
5610
Rooted Wealth Advisors
Illinois
$135M +$15.6M +13% 4.97% 57.3% 91 29.67% 0.2
Prentiss Smith & Co
5611
Prentiss Smith & Co
Vermont
$135M +$24.4M +22% 3.12% 67.4% 70 20% 5.4
Revolution Growth Management Company
5612
Revolution Growth Management Company
District of Columbia
$135M +$10.5M +8% 9.76% 23.5% 3 0% 1.5
Gunderson Capital Management
5613
Gunderson Capital Management
South Carolina
$135M +$79.9M +146% 25.6% 961% 57 78.95% 0.2
Tactive Advisors
5614
Tactive Advisors
Florida
$135M -$18.4M -12% 13.2% – 74 71.62% 0.1
EWA LLC
5615
EWA LLC
Pennsylvania
$135M – – 5.02% 102% 84 – 0
Planning Directions
5616
Planning Directions
Pennsylvania
$135M +$3.5M +3% 3.06% 46.3% 77 14.29% 2.5
Cora Capital Advisors
5617
Cora Capital Advisors
New Jersey
$134M -$11.1M -8% 6.31% 80.3% 95 23.16% 0.2
Hook Mill Capital Partners
5618
Hook Mill Capital Partners
New York
$134M +$16M +14% 14.8% 149% 37 43.24% 0.2
Metavasi Capital
5619
Metavasi Capital
New York
$134M +$43.6M +48% 22.1% 840% 39 56.41% 0.4
Old Well Partners
5620
Old Well Partners
North Carolina
$134M +$18.6M +16% 17% 97.8% 38 26.32% 1.4
AWM
5621
Aberdeen Wealth Management
Illinois
$134M +$1.53M +1% 3.64% 73.1% 173 5.78% 2.4
Twin Lakes Capital Management
5622
Twin Lakes Capital Management
California
$134M +$4.28M +3% 5.71% 131% 249 2.41% 1.1
Element Wealth
5623
Element Wealth
Mississippi
$134M +$11.7M +10% 3.78% 59.6% 217 15.21% 2.1
CAM
5624
Crown Advisors Management
California
$134M +$24.1M +22% 16.5% 284% 51 21.57% 1.8
Financial Designs
5625
Financial Designs
California
$134M +$1.16M +0.9% 3.46% 49% 15 6.67% 0.3