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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)
Ariston Services Group
6801
Ariston Services Group
California
$103M – – 10.5% 71.7% 53 – 0
Breed's Hill Capital
6802
Breed's Hill Capital
Massachusetts
$103M – – 11.5% – 88 – 0
Sanctuary Wealth Management
6803
Sanctuary Wealth Management
Idaho
$103M +$11.5M +13% 12.1% – 299 8.7% 1.1
CPR Investments
6804
CPR Investments
Michigan
$103M +$10.1M +11% 6.4% 84% 46 45.65% 0.8
Vermillion & White Wealth Management Group
6805
Vermillion & White Wealth Management Group
Pennsylvania
$103M – – 8.6% – 300 – 0
Redwood Financial Network
6806
Redwood Financial Network
Ohio
$103M +$8.71M +9% 9.49% 82.2% 146 11.64% 1.4
Savvy Advisors Inc
6807
Savvy Advisors Inc
New York
$103M – – 9.51% – 157 – 0
Client First Investment Management
6808
Client First Investment Management
Wisconsin
$103M – – 12.5% 243% 23 – 0
Precision Wealth Strategies
6809
Precision Wealth Strategies
Missouri
$103M +$10.7M +12% 4.35% 106% 103 32.04% 0.9
Courant Investment Management
6810
Courant Investment Management
Tennessee
$103M +$12.3M +14% 12.1% 35.2% 9 11.11% 4.9
Richardson Capital Management
6811
Richardson Capital Management
Wisconsin
$103M – – 11.1% 74.2% 134 – 0
Seelaus Asset Management
6812
Seelaus Asset Management
New Jersey
$103M +$14.8M +17% 11.9% 134% 191 17.8% 2.7
Yarra Square Partners
6813
Yarra Square Partners
New York
$103M +$362K +0.4% 6.55% 55.9% 23 17.39% 1.3
QSV Equity Investors
6814
QSV Equity Investors
Illinois
$103M – – 16.4% – 89 – 0
MidAtlantic Capital Management
6815
MidAtlantic Capital Management
Virginia
$103M – – 10.9% – 240 – 0
Shelter Insurance Retirement Plan
6816
Shelter Insurance Retirement Plan
Missouri
$103M -$264K -0.3% 9.81% 60.5% 8 0% 3.2
Meadow Creek Wealth Advisors
6817
Meadow Creek Wealth Advisors
Georgia
$103M – – 9.83% 101% 103 – 2.5
Formation8
6818
Formation8
California
$103M – – 66.8% – 4 – 2.6
Invesco Senior Secured Management
6819
Invesco Senior Secured Management
New York
$103M +$5.84M +6% 18.5% 18.1% 9 22.22% 1.7
Kinnevik AB
6820
Kinnevik AB
Sweden
$103M +$23M +29% 28.9% 51.4% 1 0% 1
BAWM
6821
Bennett Associates Wealth Management
Pennsylvania
$103M – – 8.2% 51% 38 – 0
Finivi Inc
6822
Finivi Inc
Massachusetts
$102M – – 12.1% 144% 90 – 1.2
Weaver C. Barksdale & Associates
6823
Weaver C. Barksdale & Associates
Tennessee
$102M -$15M -13% 10.1% 52.2% 62 0% 5.4
Fairfield University
6824
Fairfield University
Connecticut
$102M -$10.5M -9% 11.8% 61.9% 4 25% 6.3
Allen Wealth Management
6825
Allen Wealth Management
North Carolina
$102M – – 3.59% 60.3% 52 – 0