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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)
PrairieView Wealth Partners
6701
PrairieView Wealth Partners
Illinois
$117M +$7.15M +6% 0.76% – 20 25% 0.4
Vesey Street Capital Partners
6702
Vesey Street Capital Partners
New York
$117M -$62.8M -35% 34.9% 47.8% 1 0% 2.5
Naples Money Management
6703
Naples Money Management
Florida
$117M +$16.9M +17% 9.44% – 447 23.49% 0.4
22NW LP
6704
22NW LP
Washington
$117M +$1.14M +1% 7.56% 138% 14 14.29% 2.9
Laraway Financial Advisors
6705
Laraway Financial Advisors
Minnesota
$117M +$3.67M +3% 4.7% 92.3% 112 1.79% 2.3
First Community Trust
6706
First Community Trust
Iowa
$117M +$10.7M +10% 5.66% 128% 314 14.33% 2
Brooktree Capital Management
6707
Brooktree Capital Management
Michigan
$117M -$12.7M -10% 1.64% 82.9% 24 4.17% 3.5
Coordinated Financial Services
6708
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 2.37% – 136 8.09% 0.2
DMC Group
6709
DMC Group
Alabama
$117M +$938K +0.8% 3.14% 99.2% 127 8.66% 1.9
VanWeelden Wealth Management
6710
VanWeelden Wealth Management
Ohio
$117M – – 0.29% – 20 – 0
Sharp Financial Services
6711
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 2.45% – 105 26.67% 0.4
Cape Ann Asset Management
6712
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 4.29% 199% 6 16.67% 2.8
Bush Investment Group
6713
Bush Investment Group
Georgia
$116M +$3.26M +3% 3.01% – 33 18.18% 0.4
Symphony Financial Services
6714
Symphony Financial Services
Ohio
$116M – – 4.08% – 85 – 0
Pangea Capital Gestao de Recursos
6715
Pangea Capital Gestao de Recursos
$116M -$1.56M -1% 2% 54.4% 4 25% 1.1
Dynamic Wealth Strategies
6716
Dynamic Wealth Strategies
California
$116M -$652K -0.6% 1.29% 52.2% 249 4.02% 0.5
Pine Haven Investment Counsel
6717
Pine Haven Investment Counsel
Massachusetts
$116M +$2.67M +2% 3.51% 72.1% 110 6.36% 2.1
Michelson Medical Research Foundation
6718
Michelson Medical Research Foundation
California
$116M -$48.7M -30% 0.65% 52.2% 32 34.38% 1
SLFPAM
6719
St. Louis Financial Planners Asset Management
Missouri
$116M +$5.15M +5% 4.96% 139% 44 38.64% 0.6
Mesirow Financial Investment Management - Fixed Income
6720
Mesirow Financial Investment Management - Fixed Income
Illinois
$116M +$40.7M +54% 0.68% 26.9% 13 0% 3.1
Bank of Marin
6721
Bank of Marin
California
$116M +$2.35M +2% 4.28% 80.3% 126 13.49% 3.1
Waterfall Asset Management
6722
Waterfall Asset Management
New York
$116M -$29.4M -20% 2.86% – 6 16.67% 0.4
Barnes Pettey Financial Advisors
6723
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 1.83% 79.7% 100 10% 1.9
Ledgewood Wealth Advisors
6724
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 2.76% 42.8% 63 7.94% 0.5
CVI Holdings
6725
CVI Holdings
Delaware
$116M +$9.8M +9% 7.91% 25.8% 189 40.21% 1.3