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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 Time
Held (Qtrs)
HFP
7176
Holistic Financial Partners
Indiana
$164M -$105M -39% 15.2% 95.7% 150 22.67% 16.4
AWA
7177
Arbor Wealth Advisors
Michigan
$164M +$21M +15% 13.4% 58.7% 60 6.67% 7.8
AIM
7178
Aurora Investment Managers
Florida
$164M +$27.6M +20% 13.7% 47% 55 50.91% 6.8
CC
7179
Climber Capital
Switzerland
$164M +$10.9M +7% 5.83% – 72 15.28% 5.1
PFW
7180
Petros Family Wealth
Minnesota
$164M +$23.2M +17% 19.1% – 146 18.49% 4
TPM
7181
Totem Point Management
New York
$163M +$85.1M +109% 61% 577% 22 40.91% 4.8
WAM
7182
Waterfall Asset Management
New York
$163M -$15.4M -9% 9.72% – 22 31.82% 2.8
TNAM
7183
Terra Nova Asset Management
New York
$163M +$28.2M +21% 23.6% 172% 98 20.41% 12.9
RC
7184
Rexford Capital
Texas
$163M +$23.1M +16% 24.1% – 330 13.03% 3.4
YMRC
7185
Yorktown Management & Research Company
Virginia
$163M +$43.7M +37% 35.3% 223% 296 43.58% 5.2
KFO
7186
Kopp Family Office
Minnesota
$163M +$17.8M +12% 11.2% 34% 30 33.33% 8.9
APW
7187
Atlantic Private Wealth
North Carolina
$163M +$10.2M +7% 12.4% 55.7% 329 12.77% 6
NJIM
7188
Nabity-Jensen Investment Management
Nebraska
$163M +$19M +13% 15.6% – 73 8.22% 8.4
GIA
7189
Gem Investment Advisors
New Jersey
$163M +$61.4M +60% 84.4% – 37 8.11% 1.8
MCS
7190
Mercuria Capital Strategies
Texas
$163M -$98.6M -38% 112% – 35 45.71% 1.3
GCM
7191
Generation Capital Management
New York
$163M +$26.1M +19% 30.1% – 93 31.18% 4
ACM
7192
Arrington Capital Management
Florida
$163M +$65.6M +68% 5.74% – 52 48.08% 1
GF
7193
Gimbal Financial
Indiana
$163M – – 16.2% – 55 – 5.9
VVM
7194
Versant Venture Management
California
$163M +$21.2M +15% 30.4% 409% 8 0% 8.6
TC
7195
Trium Capital
United Kingdom
$163M +$20.6M +14% 3.48% 189% 80 55% 2.9
KFS
7196
Krane Financial Solutions
California
$162M +$15.3M +10% 11.7% – 56 16.07% 0.9
VB
7197
Value Base
Israel
$162M +$35.5M +28% 36.6% – 7 14.29% 5.8
RWA
7198
Reicon Wealth Advisors
Georgia
$162M +$30.5M +23% 11.9% – 95 26.32% 1.3
CCM
7199
Candelo Capital Management
New York
$162M +$41.2M +34% 28.5% – 44 52.27% 1.8
CFG
7200
Cornerstone Financial Group
Nebraska
$162M +$6.43M +4% 9.13% – 76 5.26% 5.4