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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
DWM
6101
Defined Wealth Management
Oregon
$154M +$10.2M +7% 6.26% 70.3% 111 5.41%
AWM
6102
Avondale Wealth Management
Texas
$154M +$7.53M +5% 5.73% 78.6% 125 13.6%
CWM
6103
Comprehensive Wealth Management
Washington
$154M +$17M +12% 6.04% 24% 33 9.09%
PM
6104
Penbrook Management
New York
$154M -$10M -6% 1.73% 103% 109 10.09%
KWM
6105
Kolinsky Wealth Management
New Jersey
$154M +$14.2M +10% 6.4% 44.6% 185 20.54%
EA
6106
Echo45 Advisors
California
$154M +$11.4M +8% 4.67% 49.9% 50 12%
OR
6107
Olympiad Research
Connecticut
$154M +$17.8M +13% 5.74% 189% 503 68.99%
1CP
6108
17 Capital Partners
Arizona
$154M +$13.2M +9% 7.43% 138 12.32%
WCM
6109
WestBridge Capital Management
Mauritius
$154M -$19.7M -11% 9.54% 33.3% 1 0%
CPL
6110
Corecam Pte Ltd
$154M +$19.2M +14% 7.23% 33 36.36%
FRA
6111
FFG Retirement Advisors
Colorado
$154M +$10.1M +7% 5.4% 41.1% 49 12.24%
PVI
6112
Pura Vida Investments
New York
$153M -$4.57M -3% 15.3% 26.8% 67 64.18%
UOWF
6113
University of Wisconsin Foundation
Wisconsin
$153M +$64.5M +73% 11.7% 142% 8 37.5%
TC
6114
Tacita Capital
Ontario, Canada
$153M +$11.8M +8% 12% 60.3% 210 4.76%
AIC
6115
Argus Investors Counsel
New York
$153M -$9.42M -6% 6.84% 92.3% 114 8.77%
APC
6116
Asset Planning Corporation
Tennessee
$153M +$19.6M +15% 7.8% 44.5% 45 13.33%
LWP
6117
Laurel Wealth Planning
Minnesota
$153M +$9.42M +7% 6.33% 41.6% 57 15.79%
MCA
6118
Millennium Capital Advisors
Arkansas
$153M +$2.72M +2% 6.64% 114% 126 5.56%
FU
6119
Fairfield University
Connecticut
$153M +$17.6M +13% 7.05% 48% 3 0%
FCMI
6120
Foresite Capital Management IV
California
$153M +$4.16M +3% 2.65% 149% 5 20%
TCM
6121
TCG Capital Management
California
$153M +$30.8M +25% 25.2% 66.6% 1 0%
PU
6122
Petiole USA
New York
$153M +$33.7M +28% 20.5% 74.9% 41 12.2%
ACM
6123
Arthedge Capital Management
New York
$153M +$253K +0.2% 3.7% 86.1% 12 8.33%
JCFM
6124
JBR Co Financial Management
Oklahoma
$153M +$10.5M +7% 5.49% 110 11.82%
W
6125
WealthCollab
Washington
$153M +$13.5M +10% 7% 943 15.27%