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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)
Moon Capital Management
6526
Moon Capital Management
New York
$82.9M -$4.92M -6% 3.55% 76.3% 14 42.86% 3.3
Elm Ridge Management
6527
Elm Ridge Management
New York
$82.8M +$786K +1% 3.6% 93.6% 26 15.38% 3.7
Primoris Wealth Advisors
6528
Primoris Wealth Advisors
Florida
$82.8M -$8.45M -9% 4.58% 182% 78 23.08% 1.2
Delos Wealth Advisors
6529
Delos Wealth Advisors
Texas
$82.6M +$4.2M +5% 2.4% 58% 386 3.63% 1.5
PWM
6530
Pinnacle Wealth Management
California
$82.4M -$16.7M -17% 1.65% 194% 53 41.51% 0.8
Bluegrass Capital Partners
6531
Bluegrass Capital Partners
Florida
$82.4M -$10.3M -11% 3.23% 60.1% 12 8.33% 1.9
Michael & Susan Dell Foundation
6532
Michael & Susan Dell Foundation
New York
$82.4M -$4.64M -5% 5.33% 238% 2 0% 3.1
Barrier Capital Management
6533
Barrier Capital Management
California
$82.4M -$13.2M -14% 5.09% 216% 19 42.11% 0.5
One01 Capital
6534
One01 Capital
California
$82.3M -$10.2M -11% 0.62% 123% 25 52% 0.3
TFB Advisors
6535
TFB Advisors
Kansas
$82.3M -$147M -64% 1.45% 80.4% 241 60.58% 0.5
ClientFirst Wealth Management
6536
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 0.91% – 34 11.76% 1.3
TWS
6537
Thomas W. Smith
$82M -$4.51M -5% 4.21% – 6 0% 7.8
General Equity Holdings
6538
General Equity Holdings
New York
$81.9M +$14.4M +21% 44.7% 775% 6 0% 2.3
Flight Deck Capital
6539
Flight Deck Capital
California
$81.9M -$30.8M -27% 1.09% 379% 18 50% 0.8
Fingerlakes Wealth Management
6540
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 4.6% 80.2% 86 5.81% 1.6
NewView Capital Partners I
6541
NewView Capital Partners I
California
$81.8M -$32.1M -28% 25.6% 20.8% 3 0% 1.6
Strategic Investment Management
6542
Strategic Investment Management
Virginia
$81.7M -$9.9M -11% 0.27% 53.4% 11 0% 5.5
Sozo Ventures GP II
6543
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 4.93% 8.44% 1 0% 1.8
Bridgewealth Advisory Group
6544
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 1.06% 39.1% 68 22.06% 0.6
Alethea Capital Management
6545
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 7.12% 275% 70 54.29% 3.5
JLP Asset Management
6546
JLP Asset Management
New York
$81.4M -$9M -10% 7.85% 16.1% 22 9.09% 2.3
Crestview Partners IV
6547
Crestview Partners IV
New York
$81.3M +$5.68M +8% 7.52% 106% 2 0% 1.1
Kraematon Investment Advisors
6548
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.8M -11% 4.34% 80.5% 87 12.64% 1.5
Financial Connections Group
6549
Financial Connections Group
California
$81.1M -$71.4M -47% 3.51% 44.4% 254 47.64% 1.4
Lane Generational
6550
Lane Generational
Massachusetts
$81M +$11.2M +16% 1.79% 148% 35 14.29% 1.3