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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
QCM
5801
Quadratic Capital Management
Connecticut
$250M -$133M -35% 0.4% 0.74% 2 0%
JWM
5802
Jupiter Wealth Management
Colorado
$250M -$3.03M -1% 15.1% 99.2% 97 11.34%
BCA
5803
Bernzott Capital Advisors
California
$250M +$41.2M +20% 17.6% 46.6% 40 17.5%
MC
5804
Matisse Capital
Oregon
$250M +$15.3M +7% 15.8% 66.9% 179 20.11%
LWM
5805
Level Wealth Management
North Carolina
$250M +$36.2M +17% 9.28% 73 12.33%
BF
5806
Brogan Financial
Tennessee
$250M +$22.2M +10% 9.3% 46.4% 64 12.5%
FHWM
5807
Fox Hill Wealth Management
Massachusetts
$249M +$41.5M +20% 33.3% 131 19.08%
MC
5808
Mirabaud & Cie
Switzerland
$249M +$3.5M +1% 30.8% 60 21.67%
RA
5809
Rockingstone Advisors
Massachusetts
$249M +$31.1M +14% 16.1% 101% 119 8.4%
VM
5810
VPR Management
Texas
$249M -$1.21M -0.5% 0.73% 54.5% 66 1.52%
RSC
5811
Rising Stella Capital
$249M +$35.4M +17% 17.9% 3 0%
GITFIT
5812
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$249M +$55.2M +29% 33.1% 105% 157 10.83%
SC
5813
Schulhoff & Co
Ohio
$249M +$5.53M +2% 8.49% 51.8% 136 3.68%
IFO
5814
Independent Family Office
New York
$249M +$5.94M +2% 6% 68.4% 97 19.59%
USB
5815
Union Savings Bank
Connecticut
$249M +$20.8M +9% 13% 328 4.27%
CWA
5816
Cascade Wealth Advisors
Washington
$249M +$21.1M +9% 8.91% 63 7.94%
WW
5817
Windle Wealth
Oklahoma
$249M +$12.2M +5% 4.95% 73% 35 8.57%
BWM
5818
BlackDiamond Wealth Management
New York
$249M +$40.7M +20% 16.9% 70.8% 242 22.73%
FCM
5819
Fogel Capital Management
Florida
$249M +$30M +14% 11.6% 60 18.33%
CSIA
5820
Carl Stuart Investment Advisor
Texas
$249M +$19.7M +9% 8.98% 84.4% 29 34.48%
AFT
5821
Alpha Family Trust
California
$249M +$42.5M +21% 42.8% 198% 225 20.89%
JSA
5822
Jim Saulnier & Associates
Colorado
$249M +$43.1M +21% 7.7% 160 18.13%
PSU
5823
Pennsylvania State University
Pennsylvania
$249M +$57.2M +30% 2.15% 3 33.33%
FF
5824
Finley Financial
Nevada
$248M +$34.9M +16% 19.2% 110 2.73%
PBC
5825
Pavion Blue Capital
California
$248M +$18.2M +8% 12.5% 77.6% 117 12.82%