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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)
Defined Wealth Management
6176
Defined Wealth Management
Oregon
$154M +$10.2M +7% 6.26% 78.1% 111 5.41% 2.7
Avondale Wealth Management
6177
Avondale Wealth Management
Texas
$154M +$7.53M +5% 5.73% 83.8% 125 13.6% 3.2
Comprehensive Wealth Management
6178
Comprehensive Wealth Management
Washington
$154M +$17M +12% 6.04% 36.9% 33 9.09% 1.2
Penbrook Management
6179
Penbrook Management
New York
$154M -$10M -6% 1.73% 107% 109 10.09% 5.5
Kolinsky Wealth Management
6180
Kolinsky Wealth Management
New Jersey
$154M +$14.2M +10% 6.4% 44.6% 185 20.54% 1.6
Echo45 Advisors
6181
Echo45 Advisors
California
$154M +$11.4M +8% 4.67% 53.6% 50 12% 1.9
OR
6182
Olympiad Research
Connecticut
$154M +$17.8M +13% 5.74% 189% 503 68.99% 0.3
17 Capital Partners
6183
17 Capital Partners
Arizona
$154M +$13.2M +9% 7.43% – 138 12.32% 1.8
WestBridge Capital Management
6184
WestBridge Capital Management
Mauritius
$154M -$19.7M -11% 9.54% 33.3% 1 0% 2.3
Corecam Pte Ltd
6185
Corecam Pte Ltd
$154M +$19.2M +14% 7.23% 93.6% 33 36.36% 0.5
FFG Retirement Advisors
6186
FFG Retirement Advisors
Colorado
$154M +$10.1M +7% 5.4% 43.4% 49 12.24% 1.2
Pura Vida Investments
6187
Pura Vida Investments
New York
$153M -$4.57M -3% 15.3% 38.3% 67 64.18% 1.1
University of Wisconsin Foundation
6188
University of Wisconsin Foundation
Wisconsin
$153M +$64.5M +73% 11.7% 142% 8 37.5% 0.9
Tacita Capital
6189
Tacita Capital
Ontario, Canada
$153M +$11.8M +8% 12% 72.3% 210 4.76% 2.7
Argus Investors Counsel
6190
Argus Investors Counsel
New York
$153M -$9.42M -6% 6.84% 132% 114 8.77% 4.9
Asset Planning Corporation
6191
Asset Planning Corporation
Tennessee
$153M +$19.6M +15% 7.8% 44.5% 45 13.33% 2.4
Laurel Wealth Planning
6192
Laurel Wealth Planning
Minnesota
$153M +$9.42M +7% 6.33% 53.1% 57 15.79% 2.7
Millennium Capital Advisors
6193
Millennium Capital Advisors
Arkansas
$153M +$2.72M +2% 6.64% 134% 126 5.56% 2.1
Fairfield University
6194
Fairfield University
Connecticut
$153M +$17.6M +13% 7.05% 61.9% 3 0% 7.1
Foresite Capital Management IV
6195
Foresite Capital Management IV
California
$153M +$4.16M +3% 2.65% 151% 5 20% 2.7
TCG Capital Management
6196
TCG Capital Management
California
$153M +$30.8M +25% 25.2% 45.7% 1 0% 1.8
Petiole USA
6197
Petiole USA
New York
$153M +$33.7M +28% 20.5% 105% 41 12.2% 2.1
Arthedge Capital Management
6198
Arthedge Capital Management
New York
$153M +$253K +0.2% 3.7% 80.7% 12 8.33% 3
JCFM
6199
JBR Co Financial Management
Oklahoma
$153M +$10.5M +7% 5.49% 126% 110 11.82% 0.6
WealthCollab
6200
WealthCollab
Washington
$153M +$13.5M +10% 7% – 943 15.27% 0.6