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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)
Addis & Hill
6876
Addis & Hill
Pennsylvania
$181M +$17M +10% 13% 65.1% 29 6.9% 2.1
Rayburn West Financial Services
6877
Rayburn West Financial Services
Tennessee
$181M +$11.6M +7% 8.19% – 85 8.24% 0.5
New Vernon Capital Holdings II
6878
New Vernon Capital Holdings II
New Jersey
$181M +$45.8M +34% 25.6% 114% 89 31.46% 1.4
Clearwave Capital
6879
Clearwave Capital
California
$181M +$35.1M +24% 26% – 169 15.38% 0.4
Columbia Advisory Partners
6880
Columbia Advisory Partners
Washington
$181M +$24.7M +16% 15.2% 69.7% 113 20.35% 1.5
Renaissance Capital
6881
Renaissance Capital
Connecticut
$181M +$43.3M +31% 70.4% 392% 57 26.32% 0.9
Ariston Services Group
6882
Ariston Services Group
California
$181M +$14.1M +8% 9.49% 71.7% 70 100% 0
Integras Partners
6883
Integras Partners
Georgia
$181M +$29M +19% 12.5% – 101 32.67% 0.8
Argo Wealth Advisory
6884
Argo Wealth Advisory
Virginia
$181M +$10.8M +6% 5.62% – 50 4% 0.5
Nova Wealth Management
6885
Nova Wealth Management
Florida
$181M +$27.6M +18% 19% – 621 20.45% 1.1
Daviman Financial
6886
Daviman Financial
Indiana
$181M +$12M +7% 13.6% – 94 12.77% 0.4
Grafton Street Partners
6887
Grafton Street Partners
Florida
$181M +$13.8M +8% 16.8% – 11 9.09% 1.9
Nolet Wealth Management
6888
Nolet Wealth Management
Texas
$181M +$5.39M +3% 16.5% – 119 28.57% 0.4
MIM
6889
Meixler Investment Management
Arizona
$181M -$4.93M -3% 2.06% 66.2% 101 18.81% 2.2
Clayton Financial Group
6890
Clayton Financial Group
Missouri
$181M -$13.8M -7% 14.4% 69.8% 614 89.41% 1.4
AI
6891
Axecap Investments
Ohio
$181M +$35.5M +24% 44.6% – 90 42.22% 0.7
AMAL
6892
Asset Management Advisors LLC
Oklahoma
$181M +$15.5M +9% 30.7% 125% 19 10.53% 5.6
Shepherd Wealth Management
6893
Shepherd Wealth Management
Ohio
$181M +$47.3M +35% 9.77% – 73 50.68% 0.6
Rochester Wealth Strategies
6894
Rochester Wealth Strategies
Michigan
$181M +$15.7M +10% 8.65% – 29 24.14% 1
Arrow Capital Management
6895
Arrow Capital Management
New York
$181M +$36.5M +25% 19.4% – 21 23.81% 2.6
Upper Left Wealth Management
6896
Upper Left Wealth Management
Florida
$180M +$11.1M +7% 2.9% 52.7% 73 6.85% 3
Redwood Financial Network
6897
Redwood Financial Network
Ohio
$180M +$27.8M +18% 19.2% 74.1% 201 19.9% 2.3
CWD
6898
Clarity Wealth Development
Oregon
$180M +$57.6M +47% 9.04% – 62 33.87% 1
Washington Growth Strategies
6899
Washington Growth Strategies
District of Columbia
$180M +$27.1M +18% 18.9% – 64 14.06% 1.2
PCR
6900
Potrero Capital Research
California
$180M +$17M +10% 48.5% 226% 53 54.72% 0.4