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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)
FirstWave Capital Management
6801
FirstWave Capital Management
Florida
$168M – – 5.04% – 73 – 0
Mill Road Capital Management
6802
Mill Road Capital Management
Connecticut
$168M -$23.7M -12% 3.73% 85.1% 26 15.38% 3.1
Andrews Lucia Wealth Management
6803
Andrews Lucia Wealth Management
California
$168M +$2.24M +1% 3.19% 64% 33 3.03% 2.8
South Plains Financial
6804
South Plains Financial
Texas
$168M +$7.89M +5% 3.03% – 257 15.18% 0.8
ECP
6805
Elwood Capital Partners
New York
$168M +$4.26M +3% 0.11% – 27 29.63% 0.7
Dynamic Wealth Strategies
6806
Dynamic Wealth Strategies
California
$168M +$18.3M +12% 2.01% 52.2% 258 10.08% 1
Basso Capital Management
6807
Basso Capital Management
Connecticut
$168M +$18.6M +12% 4.01% 89% 119 37.82% 1.3
Oracle Investment Management
6808
Oracle Investment Management
Connecticut
$168M +$7.87M +5% 15.7% 865% 28 46.43% 2.2
Wilkins Miller Wealth Management
6809
Wilkins Miller Wealth Management
Alabama
$168M +$6.46M +4% 1.57% – 96 8.33% 0.9
BIO
6810
Blue Investment Opportunities
Florida
$168M +$1.48M +0.9% 1.21% – 1 0% 0.8
CI
6811
Cria Inc
New York
$168M – – 22.2% – 2 – 0
TB Capital Gestao de Recursos
6812
TB Capital Gestao de Recursos
$168M +$37.7M +29% 2.32% – 19 31.58% 0.4
HF Capital
6813
HF Capital
Tennessee
$168M – – 2.26% – 4 – 0
Lee-Kelleher Wealth Management
6814
Lee-Kelleher Wealth Management
Maryland
$168M +$5.24M +3% 1.46% – 44 11.36% 0.8
Peak XV Partners Operations
6815
Peak XV Partners Operations
Mauritius
$168M +$6.57M +4% 4.08% – 1 0% 2
OneFund LLC
6816
OneFund LLC
Florida
$168M +$12.2M +8% 4.18% – 514 1.56% 0.8
McClarren Financial Advisors
6817
McClarren Financial Advisors
Pennsylvania
$168M +$4.05M +2% 1.97% 63% 78 5.13% 1.5
White Wing Wealth Management
6818
White Wing Wealth Management
Texas
$168M +$6.45M +4% 1.98% – 36 8.33% 1.3
Bucket List Wealth Management
6819
Bucket List Wealth Management
Florida
$167M – – 2.45% – 63 – 0
Prentiss Smith & Co
6820
Prentiss Smith & Co
Vermont
$167M -$9.7M -5% 4.51% 67.4% 70 10% 6.3
Bluegrass Capital Partners
6821
Bluegrass Capital Partners
Florida
$167M +$14.6M +10% 1.33% 60.1% 11 9.09% 3
Magnolia Wealth Management
6822
Magnolia Wealth Management
Alabama
$167M +$5.71M +4% 0.87% 48.7% 15 6.67% 2.3
OBWA
6823
Oak Barrel Wealth Advisory
Virginia
$167M – – 3.37% – 79 – 0
Penn Mutual Asset Management
6824
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 0.13% 32% 64 87.5% 1.7
CCP
6825
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 17.6% 126% 16 31.25% 0.8