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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)
DMC Group
6726
DMC Group
Alabama
$116M +$10M +9% 7.03% 116% 130 10.77% 1.7
APW
6727
Aurora Private Wealth
New Jersey
$116M +$9.6M +9% 10.7% – 172 19.77% 2.2
StoneCrest Wealth Management
6728
StoneCrest Wealth Management
Arizona
$116M +$11.3M +11% 14.1% 168% 54 7.41% 0.2
Copperleaf Capital
6729
Copperleaf Capital
North Carolina
$116M +$17.3M +18% 9.98% 102% 96 22.92% 1.5
Yarra Square Partners
6730
Yarra Square Partners
New York
$116M +$12.7M +12% 12.9% 55.9% 24 20.83% 1.4
GGV Capital
6731
GGV Capital
California
$115M +$14.6M +14% 6.52% 49.3% 9 0% 2
Data Collective IV
6732
Data Collective IV
California
$115M -$5.55M -5% 2.96% 317% 5 0% 2.1
IDG China Venture Capital Fund V Associates
6733
IDG China Venture Capital Fund V Associates
Hong Kong
$115M -$4.81M -4% 4% 7.34% 1 0% 2.3
Oppenheimer & Close
6734
Oppenheimer & Close
New York
$115M +$5.6M +5% 10% 149% 59 15.25% 4.5
GA
6735
Gagnon Advisors
New York
$115M +$784K +0.7% 3.33% 214% 29 17.24% 4.8
Insight Inv LLC
6736
Insight Inv LLC
California
$115M +$13.2M +13% 13% 139% 90 4.44% 2.1
Lauer Wealth
6737
Lauer Wealth
Indiana
$115M +$7.15M +7% 1.98% 89.4% 48 18.75% 0.8
NewView Capital Partners I
6738
NewView Capital Partners I
California
$115M +$3.47M +3% 25.6% 20.8% 3 0% 2.1
NavPoint Financial
6739
NavPoint Financial
Minnesota
$115M +$6.05M +6% 6.14% 58.5% 45 4.44% 0.2
Crabel Capital Management
6740
Crabel Capital Management
California
$115M -$97.4M -46% 0.79% 13.9% 132 59.09% 1
Swisher Financial Concepts
6741
Swisher Financial Concepts
Ohio
$115M +$11M +11% 7.38% – 88 11.36% 0.2
Draper Asset Management
6742
Draper Asset Management
New York
$115M +$8.73M +8% 17% 187% 41 41.46% 1.4
Elevate Wealth Advisory
6743
Elevate Wealth Advisory
Georgia
$115M +$5.72M +5% 4.68% 49.5% 113 8.85% 0.2
Redwood Financial Network
6744
Redwood Financial Network
Ohio
$115M +$11.8M +11% 7.98% 82.2% 155 12.9% 1.5
BayBridge Capital Group
6745
BayBridge Capital Group
California
$115M +$7M +6% 7.96% 78.5% 100 36% 0.2
Madison Park Capital Advisors
6746
Madison Park Capital Advisors
Washington
$115M +$11M +11% 7.54% 62.4% 73 12.33% 0.2
Vector Capital Management
6747
Vector Capital Management
California
$115M -$75.9M -40% 31.2% 42.7% 5 20% 2.3
Able Wealth Management
6748
Able Wealth Management
New Jersey
$115M +$4.52M +4% 6.96% 58.1% 621 87.6% 0.2
American Capital Advisory
6749
American Capital Advisory
Idaho
$115M -$25.4M -18% 5.09% 69% 523 27.92% 0.2
IFS Advisors
6750
IFS Advisors
Kansas
$115M +$30.4M +36% 7.45% 54.2% 153 3.92% 1.8