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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)
Sender Company & Partners
5676
Sender Company & Partners
New York
$191M +$80.4M +73% 12.2% 69.8% 103 75.73% 0.2
Master's Wealth Management
5677
Master's Wealth Management
Pennsylvania
$191M +$3.22M +2% 0.47% – 42 9.52% 0.2
Compass Financial Services
5678
Compass Financial Services
Iowa
$191M +$13.9M +8% 2.18% – 306 37.91% 0.2
Pelham Capital
5679
Pelham Capital
United Kingdom
$190M +$19.3M +11% 1.78% 135% 17 35.29% 0.8
Victrix Investment Advisors
5680
Victrix Investment Advisors
Florida
$190M +$51.7M +37% 1.91% – 97 36.08% 0.2
IMPACTfolio
5681
IMPACTfolio
Colorado
$190M -$2.41M -1% 1.14% 58.8% 52 46.15% 2.1
TenCore Partners
5682
TenCore Partners
New York
$190M -$12.4M -6% 5.78% 78.4% 14 28.57% 3.3
Dogwood Wealth Management
5683
Dogwood Wealth Management
Kansas
$190M +$1.14M +0.6% 1.13% – 544 49.26% 0.5
Cove Private Wealth
5684
Cove Private Wealth
New York
$190M +$23.7M +14% 4.67% 126% 124 17.74% 0.8
Independent Family Office
5685
Independent Family Office
New York
$190M -$2.36M -1% 0.88% 68.4% 72 4.17% 3.4
SCA
5686
Sander Capital Advisors
Washington
$190M -$27.2M -13% 10.7% 113% 16 12.5% 4.2
Crossingbridge Advisors
5687
Crossingbridge Advisors
New York
$190M -$116M -38% 0.66% – 111 51.35% 0.3
Evolution Advisers
5688
Evolution Advisers
Virginia
$190M +$6.99M +4% 0.23% 44.8% 188 17.55% 2.6
Strategic Financial Partners
5689
Strategic Financial Partners
Oregon
$190M -$5.98M -3% 2.01% 54.8% 75 12% 3.7
Oakcliff Capital Partners
5690
Oakcliff Capital Partners
New York
$190M -$5.79M -3% 2.04% 133% 10 10% 4.7
Ballast Asset Management
5691
Ballast Asset Management
Texas
$190M -$11.9M -6% 5.36% 123% 55 5.45% 1.2
Sightline Wealth Advisors
5692
Sightline Wealth Advisors
Connecticut
$190M +$4.39M +2% 1.19% 48.5% 89 10.11% 2.4
Matisse Capital
5693
Matisse Capital
Oregon
$190M -$7.09M -4% 0.1% 73.3% 175 9.14% 2.1
WA1
5694
Wimmer Associates 1
California
$190M -$12.7M -6% 1.63% 78.9% 112 7.14% 7
EPIQ Partners
5695
EPIQ Partners
Minnesota
$190M +$4.7M +3% 2.73% 49.6% 78 7.69% 3.2
RCS Financial Planning
5696
RCS Financial Planning
Maryland
$189M +$1.55M +0.8% 0.54% 48.2% 81 11.11% 1.6
Waterfall Asset Management
5697
Waterfall Asset Management
New York
$189M -$473M -71% 9% – 6 0% 0.7
Interactive Financial Advisors
5698
Interactive Financial Advisors
Illinois
$189M -$1.5M -0.8% 1.29% 47.6% 88 6.82% 6.9
S.A. Mason
5699
S.A. Mason
Michigan
$189M -$1.11M -0.6% 0.83% 116% 359 7.8% 3.8
Eagle Bluffs Wealth Management
5700
Eagle Bluffs Wealth Management
Missouri
$189M +$3M +2% 1.77% 95.5% 81 13.58% 2.3