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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 Time
Held (Qtrs)
RCM
5901
Ravenstone Capital Management
$244M +$44.2M +22% 15.2% 63% 68 38.24% 9.7
HWM
5902
HRC Wealth Management
Idaho
$244M +$32.8M +15% 15.5% – 66 12.12% 6.8
AM
5903
Aspect Management
California
$244M +$20.9M +9% 9.34% – 1 0% 2
IWP
5904
Innova Wealth Partners
Pennsylvania
$244M +$33.1M +16% 10% 68% 193 20.73% 4.1
PW
5905
Potentia Wealth
California
$244M -$14.8M -6% 14% – 97 46.39% 4.2
DA
5906
Dover Advisors
Virginia
$244M +$2.51M +1% 10.1% 65% 167 13.17% 8.9
DIGDR
5907
Dynamo Internacional Gestao de Recursos
Brazil
$244M -$47.4M -16% 4.96% 34.1% 7 42.86% 12.2
8AFIM
5908
8VC AI Fund I MM
Texas
$244M – – 6.16% – 1 – 0
TFM
5909
Trademark Financial Management
Minnesota
$244M +$40M +20% 13.1% – 116 19.83% 5.9
LFPWM
5910
Leicht Financial Planning & Wealth Management
New Jersey
$244M +$23.6M +11% 10.5% 46.3% 17 17.65% 14.1
GU
5911
Georgetown University
District of Columbia
$244M +$23.1M +10% 13.3% 79.9% 11 0% 16.6
SHFP
5912
Second Half Financial Partners
Florida
$244M +$21.8M +10% 10.1% 36.8% 122 31.97% 5.2
SGWM
5913
Sterling Group Wealth Management
California
$244M +$32.3M +15% 14.9% 67.7% 68 23.53% 6.1
GREM
5914
Grey Rock Energy Management
Texas
$244M -$80.7M -25% 24.9% – 1 0% 6
SNBOSCI
5915
Security National Bank of Sioux City Iowa
Iowa
$244M +$74.5M +44% 10.7% 61% 323 68.42% 7.9
PC
5916
Powers Capital
California
$244M +$32.1M +15% 15.3% – 2 0% 6
CCA
5917
Cypress Capital Advisors
Tennessee
$243M +$58.9M +32% 8.57% – 82 12.2% 4.8
TC
5918
Tejara Capital
United Kingdom
$243M -$60.1M -20% 6.51% 17.3% 98 58.16% 2.8
JP
5919
JNE Partners
United Kingdom
$243M -$1.19M -0.5% 2.94% 100% 7 14.29% 7.2
MWA
5920
Motive Wealth Advisors
Michigan
$243M +$30.2M +14% 14.9% 66% 102 15.69% 10.2
UWM
5921
Udine Wealth Management
Florida
$243M +$38.3M +19% 18.4% 127% 45 33.33% 6.7
NAM
5922
NewGen Asset Management
Ontario, Canada
$243M -$15.9M -6% 4.72% 402% 47 63.83% 1.5
LWMI
5923
Legacy Wealth Management (Idaho)
Idaho
$243M +$41.5M +21% 17.8% – 1,072 84.51% 4.7
TF
5924
Threadgill Financial
Texas
$243M -$102M -30% 10.8% 49.3% 48 33.33% 8.9
OWSCM
5925
One William Street Capital Management
New York
$242M -$937M -79% 3.16% 44% 18 27.78% 1.7