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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)
Family Capital Management
5876
Family Capital Management
Michigan
$225M +$15.7M +7% 2.75% 78.7% 110 18.18% 1.8
Pacifica Partners
5877
Pacifica Partners
Canada
$225M -$54.5M -19% 8.51% 127% 518 20.27% 3.6
Catawba River Capital
5878
Catawba River Capital
South Carolina
$225M +$4.31M +2% 5.45% 89.5% 24 25% 2.6
Spider Management Company
5879
Spider Management Company
Virginia
$225M +$4.64M +2% 1.91% – 3 33.33% 1.3
Jupiter Wealth Management
5880
Jupiter Wealth Management
Colorado
$225M +$12.9M +6% 5.71% 99.2% 98 19.39% 3.1
Patron Partners
5881
Patron Partners
Texas
$225M +$3.79M +2% 3.25% 90.2% 183 7.65% 3.3
VM
5882
VPR Management
Texas
$224M +$4.41M +2% 5.01% 54.5% 64 7.81% 3.6
FA
5883
FF Advisors
California
$224M +$15.2M +7% 1.53% 59.7% 110 15.45% 1.5
GEM Asset Management
5884
GEM Asset Management
Michigan
$224M +$13.6M +6% 0.73% 62.9% 108 5.56% 2.1
Matisse Capital
5885
Matisse Capital
Oregon
$224M +$2.19M +1% 1.78% 73.3% 182 18.13% 2.3
Carolina Wealth Advisors
5886
Carolina Wealth Advisors
South Carolina
$224M -$7.18M -3% 1.47% 62% 293 27.99% 2.3
Ampersand Capital Group
5887
Ampersand Capital Group
California
$224M +$2.38M +1% 5.36% – 7 0% 1
Carl P. Sherr & Co
5888
Carl P. Sherr & Co
Massachusetts
$224M +$12.9M +6% 3.24% 78.6% 133 15.79% 3.6
Adalta Capital Management
5889
Adalta Capital Management
New York
$224M +$3.73M +2% 4.09% 80.4% 113 31.86% 4.5
Leicht Financial Planning & Wealth Management
5890
Leicht Financial Planning & Wealth Management
New Jersey
$224M +$1.8M +0.8% 1.51% 50.2% 16 25% 3.8
Family CFO
5891
Family CFO
California
$224M +$6.42M +3% 1.61% 89.6% 87 60.92% 1.3
Hiley Hunt Wealth Management
5892
Hiley Hunt Wealth Management
Nebraska
$223M +$10.9M +5% 1.7% 48.4% 49 6.12% 1.6
ERFOTCOFW
5893
Employees Retirement Fund of the City of Fort Worth
Texas
$223M +$9.6M +4% 0.69% 30.5% 23 30.43% 1.5
Unison Asset Management
5894
Unison Asset Management
Florida
$223M +$9.28M +4% 3.74% 81.4% 32 3.13% 3.4
Windle Wealth
5895
Windle Wealth
Oklahoma
$223M -$284K -0.1% 0.09% 73% 34 2.94% 2.6
NerdWallet Wealth Partners
5896
NerdWallet Wealth Partners
New York
$223M +$19.1M +9% 1.93% – 64 9.38% 0.2
Tandem Wealth Advisors
5897
Tandem Wealth Advisors
Arizona
$223M +$12.7M +6% 1.36% 43.1% 49 8.16% 2.3
Clearfield Capital Management
5898
Clearfield Capital Management
New York
$223M +$55.9M +33% 4.59% 421% 19 42.11% 0.5
Humankind Investments
5899
Humankind Investments
New York
$223M -$214M -49% 3.44% 62.5% 153 88.24% 2
Ironwood Wealth Management (West Virginia)
5900
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$4.75M +2% 1.27% 38.1% 23 4.35% 3.8