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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)
Sand Grove Capital Management
5826
Sand Grove Capital Management
United Kingdom
$199M +$77.9M +65% 17.9% 410% 14 78.57% 0.2
University of Massachusetts Foundation
5827
University of Massachusetts Foundation
Massachusetts
$199M +$20.3M +11% 10.7% 53.6% 4 0% 5.1
PFS Partners
5828
PFS Partners
New Jersey
$199M +$9.5M +5% 4.34% 65.2% 525 19.24% 2.2
Johnson & White Wealth Management
5829
Johnson & White Wealth Management
Pennsylvania
$199M +$20.4M +11% 8.58% 76.5% 105 9.52% 1.2
Maripau Wealth Management
5830
Maripau Wealth Management
Indiana
$199M +$24.3M +14% 9.78% 55.6% 171 28.07% 0.9
AIC
5831
Anthracite Investment Company
Texas
$198M +$18.8M +10% 27.8% – 82 43.9% 0.8
Unison Asset Management
5832
Unison Asset Management
Florida
$198M +$28.5M +17% 11.4% 81.4% 29 10.34% 3.5
M1 Capital Management
5833
M1 Capital Management
Michigan
$198M +$38.5M +24% 10.3% – 98 13.27% 0.4
Index Venture Growth Associates III
5834
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 123% 740% 2 0% 3.5
Able Wealth Management
5835
Able Wealth Management
New Jersey
$198M +$28.8M +17% 7.52% 58.1% 122 33.61% 0.9
Cambridge Financial Group
5836
Cambridge Financial Group
Ohio
$198M -$32M -14% 11.8% – 33 0% 5
American Trust Investment Advisors
5837
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 14.3% 91% 101 19.8% 4.6
Brentview Investment Management
5838
Brentview Investment Management
Illinois
$198M +$10.1M +5% 10.5% – 69 5.8% 0.4
Jupiter Wealth Management
5839
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 14.8% 99.2% 93 29.03% 2.6
DFS
5840
Dixon Fnancial Services
California
$198M +$13M +7% 7.81% 76.6% 41 9.76% 2.3
Hapanowicz & Associates Financial Services
5841
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 10.3% 58.5% 38 26.32% 3.1
Hiley Hunt Wealth Management
5842
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 6.85% 48.4% 45 8.89% 1.3
Millington Financial Advisors
5843
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 11.5% 77.5% 106 20.75% 1.5
Howard Wealth Management
5844
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 7.86% 69.9% 125 11.2% 2.6
Carl P. Sherr & Co
5845
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 10.3% 68.8% 121 5.79% 3.6
Heritage Family Offices
5846
Heritage Family Offices
Arizona
$198M +$2.24M +1% 6.83% – 181 2.21% 0.9
Woodward Diversified Capital
5847
Woodward Diversified Capital
California
$198M +$56.4M +40% 11.4% 118% 180 28.89% 2.2
Copperleaf Capital
5848
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 14.3% 102% 116 10.34% 2
Tandem Capital Management
5849
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 16.4% 128% 119 10.92% 3.3
Darrow Company
5850
Darrow Company
Massachusetts
$198M +$18.2M +10% 7.02% 44.5% 52 3.85% 2.1