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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)
Shearwater Capital
6476
Shearwater Capital
Colorado
$159M +$16.7M +12% 8.73% 74.4% 51 13.73% 2.7
CAP Partners LLC
6477
CAP Partners LLC
Tennessee
$159M +$21.1M +15% 13.3% 97% 144 14.58% 1.1
Monument Group Wealth Advisors
6478
Monument Group Wealth Advisors
Massachusetts
$159M +$14.6M +10% 9.21% 68.6% 52 1.92% 1.3
22NW LP
6479
22NW LP
Washington
$159M +$9.7M +7% 19.7% 138% 24 29.17% 1.7
Ledgewood Wealth Advisors
6480
Ledgewood Wealth Advisors
New Hampshire
$159M +$3.71M +2% 3.69% 42.8% 71 2.82% 1.3
Landing Point Financial Group
6481
Landing Point Financial Group
Ohio
$159M +$26.8M +20% 7.03% – 72 8.33% 0.5
PVAMC
6482
PPS&V Asset Management Consultants
Michigan
$159M +$20.8M +15% 10.1% 80.7% 41 9.76% 2.1
ASM
6483
AI-Squared Management
Hong Kong
$159M +$51.3M +48% 3.78% – 23 82.61% 0.3
Echo45 Advisors
6484
Echo45 Advisors
California
$159M +$9.06M +6% 7.3% 53.6% 56 14.29% 2.4
Robocap Asset Management
6485
Robocap Asset Management
United Kingdom
$159M +$24.8M +19% 30.7% 259% 25 4% 1.7
FSC Wealth Advisors
6486
FSC Wealth Advisors
New York
$159M +$6.14M +4% 7.96% 66.4% 268 76.12% 2.4
Rareview Capital
6487
Rareview Capital
Nevada
$158M +$539K +0.3% 5.59% – 54 22.22% 1
Grafton Street Partners
6488
Grafton Street Partners
Florida
$158M +$28.3M +22% 11.1% – 12 0% 1.1
West Bancorporation
6489
West Bancorporation
Iowa
$158M +$11.1M +8% 8.89% 64.4% 100 10% 3.3
AI
6490
Arrien Investments
Idaho
$158M +$18.8M +13% 6.56% 42.7% 42 26.19% 1.6
Melfa Wealth Management
6491
Melfa Wealth Management
Massachusetts
$158M +$10.1M +7% 6.58% 42.9% 206 5.34% 1.9
ACM
6492
Ariose Capital Management
Hong Kong
$158M +$67M +73% 24.1% 1,745% 24 75% 0.2
Helium Advisors
6493
Helium Advisors
Washington
$158M +$20.7M +15% 8.17% – 113 15.04% 0.4
Visionary Horizons
6494
Visionary Horizons
Tennessee
$158M +$16.1M +11% 8.97% 69.2% 101 15.84% 1
McGinn Penninger Investment Management
6495
McGinn Penninger Investment Management
Virginia
$158M +$5.25M +3% 8.77% 51.9% 46 21.74% 2.6
MPWM Advisory Solutions
6496
MPWM Advisory Solutions
Georgia
$158M +$20.2M +15% 9% – 774 37.34% 0.5
Allodium Investment Consultants
6497
Allodium Investment Consultants
Minnesota
$158M +$22.6M +17% 8.25% – 51 13.73% 0.4
Impala Asset Management
6498
Impala Asset Management
Florida
$158M +$27.8M +21% 8.71% 62.6% 32 50% 0.6
Kaufman Rossin Wealth
6499
Kaufman Rossin Wealth
Florida
$158M +$18.1M +13% 11.7% – 194 51.03% 0.2
Councilmark Asset Management
6500
Councilmark Asset Management
Tennessee
$158M +$9.8M +7% 9.09% – 92 11.96% 1.1