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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)
PI
6601
Pachira Investments
California
$130M +$17M +15% 6.75% 82.3% 51 17.65% 2.4
Powszechne Towarzystwo Emerytalne Allianz Polska
6602
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$130M -$22.1M -15% 5.79% – 13 15.38% 0.5
White Wing Wealth Management
6603
White Wing Wealth Management
Texas
$130M +$4.83M +4% 5.08% – 29 3.45% 0.7
Scion Asset Management
6604
Scion Asset Management
California
$130M +$77.3M +147% 35.6% 1.91% 13 38.46% 0.5
CWA
6605
Clearview Wealth Advisors
Oregon
$130M +$15.2M +13% 5.81% 45.2% 96 2.08% 2.6
Washington Capital Management
6606
Washington Capital Management
Washington
$130M +$11.5M +10% 6.9% 81.8% 122 25.41% 2.6
Refined Wealth Management
6607
Refined Wealth Management
Utah
$130M +$4.56K +0% 1.11% 99.4% 28 3.57% 2.4
Sagace Wealth Management
6608
Sagace Wealth Management
Florida
$130M +$27.4M +27% 6.39% – 63 25.4% 0.2
Crestwood Capital Management
6609
Crestwood Capital Management
New York
$130M -$10.5M -7% 0.63% 203% 16 12.5% 2.6
CSI
6610
Cross Staff Investments
New York
$130M +$9.6M +8% 8.73% 80.3% 128 6.25% 2.2
Sharp Financial Services
6611
Sharp Financial Services
Pennsylvania
$130M +$13M +11% 5.93% – 107 21.5% 0.6
Stonekeep Investments
6612
Stonekeep Investments
New Mexico
$130M +$6.2M +5% 4.15% – 54 14.81% 0.2
ICMP
6613
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130M +$4.18M +3% 5.04% 39.7% 80 8.75% 2.4
Cravens & Co Advisors
6614
Cravens & Co Advisors
Tennessee
$129M -$5.25M -4% 7.58% 70.4% 70 14.29% 1.5
Lauer Wealth
6615
Lauer Wealth
Indiana
$129M +$2.61M +2% 7.2% 89.4% 47 25.53% 1.2
Koa Wealth Management
6616
Koa Wealth Management
California
$129M +$11.1M +9% 9.9% 74.8% 51 5.88% 0.7
Zeit Capital
6617
Zeit Capital
Colorado
$129M +$6.22M +5% 6.3% 56.5% 29 13.79% 3.7
Clear Point Advisors
6618
Clear Point Advisors
New York
$129M +$7.59M +6% 5.19% – 583 4.97% 0.7
Schulz Wealth
6619
Schulz Wealth
Texas
$129M +$11.3M +10% 4.6% – 59 5.08% 0.7
Vernal Point Advisors
6620
Vernal Point Advisors
California
$129M -$11.3M -8% 4.5% – 26 23.08% 0.7
Morgens Waterfall Vintiadis & Co
6621
Morgens Waterfall Vintiadis & Co
New York
$129M -$2.25M -2% 10.5% 594% 28 32.14% 2.2
4J Wealth Management
6622
4J Wealth Management
Virginia
$129M +$8.19M +7% 5.17% 68.2% 89 4.49% 2.4
Pangea Capital Gestao de Recursos
6623
Pangea Capital Gestao de Recursos
$129M +$12.7M +11% 11.2% 54.4% 4 0% 1.4
Brewster Financial Planning
6624
Brewster Financial Planning
New York
$129M +$10.1M +8% 6.46% 44.3% 20 5% 1.9
Cove Private Wealth
6625
Cove Private Wealth
New York
$129M +$3.73M +3% 4.24% – 77 3.9% 0.7