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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)
Accuvest Global Advisors
6801
Accuvest Global Advisors
Utah
$116M +$71.4M +159% 9.56% 130% 70 75.71% 0.5
Legacy Advisory Services
6802
Legacy Advisory Services
Pennsylvania
$116M +$7.04M +6% 5.27% 59.4% 52 13.46% 0.7
Canandaigua National Trust of Florida
6803
Canandaigua National Trust of Florida
New York
$116M – – 4.56% – 99 – 0
Infini Capital Management
6804
Infini Capital Management
Hong Kong
$116M – – 50.5% – 8 – 0.5
Fischer Investment Strategies
6805
Fischer Investment Strategies
California
$116M +$13.6M +13% 6.09% 81% 32 37.5% 0.5
Johnson & White Wealth Management
6806
Johnson & White Wealth Management
Pennsylvania
$116M +$11.5M +11% 7.43% 76.5% 54 5.56% 1.2
Guardian Investment Management
6807
Guardian Investment Management
California
$116M -$23.6M -17% 7.17% 103% 58 8.62% 6.4
Nan Fung Group Holdings
6808
Nan Fung Group Holdings
Hong Kong
$116M +$22.3M +24% 17.5% 281% 49 32.65% 1.7
GGM Financials
6809
GGM Financials
Ohio
$116M +$7.31M +7% 4.53% – 55 7.27% 0.2
Grizzlyrock Capital
6810
Grizzlyrock Capital
Illinois
$116M -$4.52M -4% 1.54% – 22 27.27% 0.6
Fort Vancouver Investment Management
6811
Fort Vancouver Investment Management
Washington
$116M +$11.7M +11% 5.44% – 51 11.76% 0.2
Sherrill & Hutchins Financial Advisory
6812
Sherrill & Hutchins Financial Advisory
Georgia
$116M +$4.94M +4% 5.88% 41.6% 12 8.33% 0.6
KPCB DGF II Associates
6813
KPCB DGF II Associates
California
$116M -$21.9M -16% 24% 2.08% 2 0% 1
FWG Investments
6814
FWG Investments
Kentucky
$116M +$16.6M +17% 5.44% – 128 19.53% 0.6
Birchview Capital
6815
Birchview Capital
Vermont
$115M +$7.3M +7% 18.6% 327% 65 13.85% 3.3
Maripau Wealth Management
6816
Maripau Wealth Management
Indiana
$115M -$30.9M -21% 5.04% 55.6% 168 72.02% 1.5
Hamilton Lane Advisors
6817
Hamilton Lane Advisors
Pennsylvania
$115M -$8.43M -7% 3.22% 167% 22 40.91% 2
Yorktown Energy Partners XI
6818
Yorktown Energy Partners XI
New York
$115M -$6.98M -6% 5.69% 105% 3 0% 4.1
Twin City Private Wealth
6819
Twin City Private Wealth
North Carolina
$115M +$9.6M +9% 7.88% – 104 13.46% 0.4
Ridgemont Partners Management
6820
Ridgemont Partners Management
North Carolina
$115M -$17.6M -13% 49.8% 45.6% 2 0% 0.4
Chesapeake Asset Management
6821
Chesapeake Asset Management
New York
$115M +$10.5M +10% 9.37% 153% 546 42.31% 1.2
SIMA Wealth Partners
6822
SIMA Wealth Partners
Virginia
$115M +$10.3M +10% 5.82% – 172 18.02% 0.2
LP
6823
LB Partners
Virginia
$115M -$4.99M -4% 1.28% – 28 32.14% 0.6
Sugar Maple Asset Management
6824
Sugar Maple Asset Management
Wisconsin
$115M +$11.7M +11% 6.65% – 73 35.62% 0.4
Compass Rose Asset Management
6825
Compass Rose Asset Management
New York
$115M +$57.9M +101% 0.79% 41% 13 53.85% 0.2