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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
TC
5901
Triavera Capital
California
$190M +$15.4M +9% 19.4% 21 19.05%
WAN
5902
Wealth Advisors Northwest
Oregon
$190M +$31.9M +20% 8.74% 62 12.9%
CWM
5903
CCG Wealth Management
California
$190M +$22.6M +14% 12.4% 63% 81 8.64%
MCA
5904
Midwest Capital Advisors
Michigan
$190M +$26.8M +16% 9.45% 196 11.22%
SCM
5905
Spring Capital Management
Texas
$190M +$6.46M +4% 6.4% 62.6% 53 9.43%
AIC
5906
Aurora Investment Counsel
Georgia
$190M +$9.28M +5% 5.47% 23.4% 127 29.13%
NAMNJ
5907
NorthStar Asset Management (New Jersey)
New Jersey
$190M +$29.7M +19% 12.8% 98 12.24%
IC
5908
Innealta Capital
Texas
$190M +$5.04M +3% 10.1% 52.1% 140 42.86%
RWP
5909
Ridgecrest Wealth Partners
California
$189M -$1.49M -0.8% 7.36% 78.6% 117 9.4%
UWM
5910
Udine Wealth Management
Florida
$189M +$39.9M +27% 15.7% 127% 38 34.21%
PAM
5911
Peninsula Asset Management
Florida
$189M +$9.31M +5% 5.19% 41.8% 45 2.22%
AF
5912
AGP Franklin
Tennessee
$189M +$26.9M +17% 22.4% 89 19.1%
HI
5913
Harrington Investments
California
$189M +$13.1M +7% 11.2% 92.5% 83 1.2%
KAM
5914
Krensavage Asset Management
New York
$189M +$8.05M +4% 9.39% 113% 16 18.75%
CCC
5915
Cincinnati Casualty Company
Ohio
$189M +$14.3M +8% 9.73% 50.5% 24 0%
DI
5916
Dalton Investments
Nevada
$189M +$2.38M +1% 11.3% 94.7% 22 9.09%
TW
5917
Traveka Wealth
California
$189M +$10.4M +6% 10.2% 157 17.2%
CI
5918
Carroll Investors
South Carolina
$189M +$38.5M +26% 31.3% 173% 34 23.53%
PPW
5919
PACK Private Wealth
Minnesota
$189M +$20.6M +12% 7.37% 43.6% 48 14.58%
NIF
5920
Nalanda India Fund
Mauritius
$189M +$5.22M +3% 2.85% 15.3% 1 0%
HFS
5921
Horizon Financial Services
North Carolina
$189M +$9.17M +5% 5.87% 39.5% 324 11.42%
OCM
5922
Orleans Capital Management
Louisiana
$188M +$18.5M +11% 8.77% 67.9% 112 18.75%
NMC
5923
New Mountain Capital
New York
$188M -$38.5M -17% 17% 67.2% 1 0%
IFS
5924
Intelligent Financial Strategies
Minnesota
$188M -$3.24M -2% 0.32% 60.6% 89 12.36%
CC
5925
Citrine Capital
California
$188M +$28.5M +18% 14.6% 40 7.5%