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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)
Brentview Investment Management
5701
Brentview Investment Management
Illinois
$231M +$10.1M +5% 3% – 70 15.71% 1
CSA
5702
Cottage Street Advisors
Massachusetts
$231M -$5.27M -2% 0.53% 95.8% 147 8.84% 2.8
Commonwealth Bank of Australia
5703
Commonwealth Bank of Australia
Australia
$231M -$279M -55% 54.7% – 2 0% 0.3
Compass Financial Services
5704
Compass Financial Services
Iowa
$231M -$1.14M -0.5% 1.53% – 297 82.15% 1.1
Massachusetts Wealth Management
5705
Massachusetts Wealth Management
Massachusetts
$231M +$15.8M +7% 7.05% 110% 99 7.07% 2.4
Meros Investment Management
5706
Meros Investment Management
Texas
$231M -$21.4M -9% 2.22% 102% 57 24.56% 1.6
Catalys Pacific
5707
Catalys Pacific
Japan
$231M -$79.8M -26% 25.9% 189% 2 0% 2.3
Yiheng Capital Management
5708
Yiheng Capital Management
California
$231M -$264M -53% 3.21% 82% 30 40% 3.1
Corecam Pte Ltd
5709
Corecam Pte Ltd
$231M +$38.3M +20% 5.48% 93.6% 88 57.95% 0.6
Prairie Wealth Advisors
5710
Prairie Wealth Advisors
Nebraska
$231M -$4.9M -2% 0.52% – 151 1.32% 0
Citrine Capital
5711
Citrine Capital
California
$231M +$15.2M +7% 4% – 61 29.51% 0.8
rebel Financial
5712
rebel Financial
Ohio
$231M -$3.44M -1% 1.17% – 69 11.59% 0.2
Client First Capital
5713
Client First Capital
California
$231M -$6.71M -3% 1.5% 54.6% 32 28.13% 1.4
ERFOTCOFW
5714
Employees Retirement Fund of the City of Fort Worth
Texas
$230M +$6.97M +3% 0.83% 30.5% 21 4.76% 1.6
IVC Wealth Advisors
5715
IVC Wealth Advisors
Pennsylvania
$230M +$392K +0.2% 0.21% 81.9% 188 12.77% 3.2
Wayfinding Financial
5716
Wayfinding Financial
Washington
$230M -$5.9M -2% 1.94% 68.3% 168 14.88% 1.3
Dogwood Wealth Management
5717
Dogwood Wealth Management
Kansas
$230M +$3.06M +1% 0.07% – 925 26.81% 0.9
Pavion Blue Capital
5718
Pavion Blue Capital
California
$230M -$10.6M -4% 1.13% 87.8% 115 13.04% 4.4
Family Office Research
5719
Family Office Research
Maryland
$230M -$14.5M -6% 0.49% – 85 21.18% 1
Cherry Creek Investment Advisors
5720
Cherry Creek Investment Advisors
Colorado
$230M -$3.71M -2% 0.4% 151% 131 16.03% 2.6
Trail Ridge Investment Advisors
5721
Trail Ridge Investment Advisors
Colorado
$230M -$2.47M -1% 0.38% 83.9% 106 9.43% 3.4
McCarter Private Wealth Services
5722
McCarter Private Wealth Services
Massachusetts
$230M +$7.51M +3% 2.15% – 177 16.38% 0.9
Aurelius Family Office
5723
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 1.03% – 48 2.08% 1.2
SCM
5724
Soros Capital Management
New York
$230M -$151M -40% 10.1% 732% 64 37.5% 1.3
Haven Private
5725
Haven Private
Florida
$230M +$1.09M +0.5% 0.67% – 178 16.29% 0.9