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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)
CSIA
5876
Conrad Siegel Investment Advisors
Pennsylvania
$129M +$16.1M +14% 4.85% 64.9% 28 14.29% 1.2
PCGDR
5877
Pangea Capital Gestao de Recursos
$129M +$13.9M +12% 13.1% 54.4% 6 0% 0.5
YU
5878
Yale University
Connecticut
$129M +$83M +181% 2.9% 33.7% 5 40% 0.6
ACMA
5879
Arbor Capital Management (Alaska)
Alaska
$129M +$5.45M +4% 5.05% 62.7% 110 6.36% 1.2
BAM
5880
BOS Asset Management
Illinois
$129M +$8.66M +7% 4.5% 70.3% 133 9.77% 0.5
KA
5881
Keene & Associates
Texas
$129M -$238K -0.2% 1.44% 20.3% 81 4.94% 1.3
GHA
5882
Granite Harbor Advisors
Texas
$129M +$19.1M +17% 6.94% 61.5% 75 6.67% 0.5
CA
5883
Cresta Advisors
Texas
$129M +$114K +0.1% 6.82% 66.8% 47 29.79% 0.5
FCM
5884
Fairbanks Capital Management
California
$129M +$2.69M +2% 7.3% 81.3% 55 9.09% 3.9
JCA
5885
Jade Capital Advisors
New Jersey
$128M +$56.3M +78% 12.2% 28.9% 90 57.78% 0.4
MAWAG
5886
Mid-American Wealth Advisory Group
Missouri
$128M – – 1.54% 12.3% 70 – 1.2
MA
5887
Macellum Advisors
New York
$128M -$2.68M -2% 2.12% – 5 40% 1.1
DC
5888
Destiny Capital
Colorado
$128M +$5.46M +4% 3.76% – 54 14.81% 0.4
SM
5889
Selkirk Management
New Jersey
$128M +$43.5M +51% 29.7% 245% 17 29.41% 3.7
AC
5890
Athos Capital
Hong Kong
$128M -$17.1M -12% 8.36% 110% 100 48% 0.8
RCM
5891
Rain Capital Management
Oregon
$128M -$17.3M -12% 3.71% 18.2% 129 32.56% 2.4
FWM
5892
Finer Wealth Management
Massachusetts
$128M +$9.67M +8% 10.1% 149% 84 3.57% 1.3
HBT
5893
Heartland Bank & Trust
Illinois
$128M -$4.36M -3% 9.39% 105% 133 4.51% 1
SCM
5894
Spring Capital Management
Texas
$128M +$3.58M +3% 7.26% 73.6% 31 9.68% 1.3
EWM
5895
Evergreen Wealth Management
Michigan
$128M +$15M +13% 6.84% 62.1% 55 12.73% 0.5
WAL
5896
W Advisors LLC
Tennessee
$128M +$6.55M +5% 6.31% 73.8% 104 4.81% 1.2
ARS
5897
Adirondack Retirement Specialists
New York
$127M +$7.37M +6% 8.22% 13.1% 172 15.7% 0.8
PFA
5898
Peak Financial Advisors
Colorado
$127M +$9.02M +8% 3.24% 40.1% 79 34.18% 0.9
RCM
5899
Ravenstone Capital Management
$127M +$3.36M +3% 6.87% 63% 38 13.16% 1.6
MPCL
5900
My Personal CFO LLC
Washington
$127M +$10.1M +9% 5.23% 83.4% 82 8.54% 1