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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)
AB CarVal Investors
6601
AB CarVal Investors
Minnesota
$90.1M -$10.1M -10% 9.62% 24% 3 0% 1.7
Pitti Group Wealth Management
6602
Pitti Group Wealth Management
New York
$89.6M – – 5.9% 65.3% 71 – 0
Mayfield XIII Management
6603
Mayfield XIII Management
California
$89.5M – – 18.8% – 2 – 0
1620 Investment Advisors
6604
1620 Investment Advisors
Massachusetts
$89.3M – – 8.43% 71.4% 118 – 0
HCSF Management
6605
HCSF Management
California
$89.3M -$2.84M -3% 1.08% 58.8% 7 0% 2.9
Ratos AB
6606
Ratos AB
Sweden
$89.3M – – 21.9% – 1 – 0.8
Daventry Group
6607
Daventry Group
New York
$88.8M – – 3.27% 26.2% 8 – 0
HFG Advisors
6608
HFG Advisors
Ohio
$88.8M – – 8.48% 69.7% 85 – 0
Fingerlakes Wealth Management
6609
Fingerlakes Wealth Management
New York
$88.8M – – 11.6% 92.1% 91 – 0
1888 Investments
6610
1888 Investments
Colorado
$88.8M – – 5.13% 43.2% 3 – 0
Provence Wealth Management Group
6611
Provence Wealth Management Group
California
$88.4M – – 7.76% – 75 – 0
Oslo Asset Management AS
6612
Oslo Asset Management AS
Norway
$88.3M -$12M -12% 4.89% 82.7% 13 15.38% 2.7
Danda Trouve Investment Management
6613
Danda Trouve Investment Management
Kansas
$88.3M +$5.33M +6% 4.8% 13% 178 35.39% 1.3
Brandywine Managers
6614
Brandywine Managers
Delaware
$88.3M -$7.54M -8% 2.74% 96.3% 45 6.67% 2.4
NuWave Investment Management
6615
NuWave Investment Management
New Jersey
$88.1M +$651K +0.7% 3.13% 26.4% 435 69.89% 0.3
SRH Advisors
6616
SRH Advisors
Kansas
$88M +$5.9M +7% 6.96% 55.7% 317 5.05% 4.6
IFO
6617
Intrepid Family Office
Florida
$87.8M – – 5.41% – 40 – 0
SWG
6618
Summit Wealth Group
Vermont
$87.8M +$24.5M +39% 4.82% 53% 53 62.26% 0.7
Legacy Wealth Planning
6619
Legacy Wealth Planning
Nevada
$87.7M -$1.58M -2% 8.39% 14.6% 105 14.29% 1.5
Echo Wealth Management
6620
Echo Wealth Management
Minnesota
$87.6M +$3.2M +4% 6.34% 42.9% 53 13.21% 0.9
Vazirani Asset Management
6621
Vazirani Asset Management
New York
$87.5M – – 9.51% 436% 51 – 0
JBFJ
6622
James B. Fleming Jr
$87.4M – – 21% – 2 – 0
IAMH
6623
IvyRock Asset Management (HK)
Hong Kong
$87.4M -$18.2M -17% 10.1% 64.5% 13 46.15% 0.5
Beam Wealth Advisors
6624
Beam Wealth Advisors
Louisiana
$87.3M -$29.2M -25% 6.51% 69.2% 149 46.98% 1.5
BlackDiamond Wealth Management
6625
BlackDiamond Wealth Management
New York
$87.1M – – 6.34% 70.8% 108 – 0