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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)
Empirical Capital Management
6676
Empirical Capital Management
Tennessee
$109M – – 15.6% 205% 14 – 2.7
Qiming U.S. Ventures Management
6677
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 77.6% 1,484% 8 12.5% 1.7
KPCB DGF II Associates
6678
KPCB DGF II Associates
California
$109M -$18.9M -15% 8.64% 2.08% 2 0% 0.3
Elevate Wealth Advisory
6679
Elevate Wealth Advisory
Georgia
$109M – – 7.82% 49.5% 110 – 0
Tsai Capital
6680
Tsai Capital
New York
$109M +$4.38M +4% 8.57% 29.2% 24 8.33% 1.5
PIS
6681
POM Investment Strategies
North Carolina
$109M – – 12% 67.9% 231 – 0
NavPoint Financial
6682
NavPoint Financial
Minnesota
$109M – – 9.01% 58.5% 43 – 0
American Securities
6683
American Securities
New York
$109M -$30.7M -22% 26.3% – 1 0% 7
Applied Capital LLC
6684
Applied Capital LLC
Florida
$109M +$8.26M +8% 13.7% 78.3% 79 5.06% 0.9
Rareview Capital
6685
Rareview Capital
Nevada
$109M – – 8.97% – 38 – 0
17 Capital Partners
6686
17 Capital Partners
Arizona
$109M – – 15.5% – 93 – 1.8
Dougherty Wealth Advisers
6687
Dougherty Wealth Advisers
Minnesota
$109M +$22.5M +26% 11.9% 76.1% 130 4.62% 4.2
Delphi Management
6688
Delphi Management
Massachusetts
$109M +$11.2M +11% 11.8% 111% 90 21.11% 2.6
Lewis Asset Management
6689
Lewis Asset Management
California
$109M – – 12.9% 142% 109 – 0
White Wing Wealth Management
6690
White Wing Wealth Management
Texas
$109M – – 8.34% – 24 – 0
Berry Wealth Group
6691
Berry Wealth Group
Texas
$109M – – 10.1% – 56 – 0
Dynamic Wealth Strategies
6692
Dynamic Wealth Strategies
California
$109M – – 7.94% 52.2% 245 – 0
DI
6693
DAGCO Inc
Ohio
$109M -$85.4M -44% 7.94% 75% 283 85.87% 0.7
Tevis Investment Management
6694
Tevis Investment Management
Texas
$109M +$10M +10% 7.06% 58.7% 96 22.92% 1.4
RiverPark Advisors
6695
RiverPark Advisors
New York
$109M -$2.41M -2% 18.1% 87.5% 114 14.04% 2.1
LTG Capital
6696
LTG Capital
Massachusetts
$109M +$13.7M +14% 15.5% 59% 26 0% 1.9
EMFO LLC
6697
EMFO LLC
Florida
$108M +$2.29M +2% 10.2% 25.8% 316 16.77% 2.1
Ledgewood Wealth Advisors
6698
Ledgewood Wealth Advisors
New Hampshire
$108M – – 8.08% 42.8% 58 – 0
Bush Investment Group
6699
Bush Investment Group
Georgia
$108M – – 10.1% – 27 – 0
Valued Wealth Advisors
6700
Valued Wealth Advisors
Utah
$108M – – 9.47% – 536 – 0