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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)
Travelers Companies
7201
Travelers Companies
Minnesota
$132M +$12.7M +11% 9.39% – 2 50% 0.9
Cannon Wealth Management Services
7202
Cannon Wealth Management Services
North Carolina
$132M +$9.7M +8% 6.14% – 86 11.63% 0.9
Kagan Cocozza Asset Management
7203
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 5.22% – 62 3.23% 0.7
Flight Deck Capital
7204
Flight Deck Capital
California
$132M +$37.6M +40% 60% 379% 17 41.18% 0.9
Orca Wealth Management
7205
Orca Wealth Management
Florida
$132M +$13.3M +11% 11.2% – 70 10% 0.7
Opulen Financial Group
7206
Opulen Financial Group
Virginia
$132M +$10M +8% 5.46% – 108 9.26% 0.6
Clayton Partners
7207
Clayton Partners
California
$132M +$12.8M +11% 12.4% 109% 41 21.95% 2.4
Womack Financial
7208
Womack Financial
Texas
$132M +$11.7M +10% 7.35% – 68 4.41% 0.7
Leibman Financial Services
7209
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 6.86% 59.2% 53 16.98% 1.3
GeoSphere Capital Management
7210
GeoSphere Capital Management
Florida
$132M +$14.9M +13% 33% 446% 55 49.09% 0.4
WSA
7211
Warm Springs Advisors
California
$132M +$15.2M +13% 9.64% – 50 16% 0.7
Finward Bancorp
7212
Finward Bancorp
Indiana
$132M +$5M +4% 8.8% – 109 10.09% 0.7
Carnegie Mellon University
7213
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 13.1% 61.6% 5 0% 2.8
Affinity Wealth
7214
Affinity Wealth
Ohio
$132M +$14.1M +12% 7.65% – 84 52.38% 0.4
Institutional Venture Management XV
7215
Institutional Venture Management XV
California
$131M -$111M -46% 8.8% 116% 4 25% 3.1
PMG Wealth Management
7216
PMG Wealth Management
Illinois
$131M +$10.1M +8% 6.09% – 55 3.64% 0.6
TT Capital Management
7217
TT Capital Management
California
$131M +$7.55M +6% 0.98% – 77 22.08% 0.6
Pine Brook Road Advisors
7218
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 9.47% – 2 50% 1.8
HC
7219
Hoese & Co
Minnesota
$131M +$6.85M +6% 4.86% 51% 154 18.83% 3
SIMA Wealth Partners
7220
SIMA Wealth Partners
Virginia
$131M +$6.89M +6% 5.51% – 183 26.23% 1
Kids Capital Management
7221
Kids Capital Management
California
$131M +$8.7M +7% 7.25% – 13 7.69% 1.4
Family Legacy Financial Solutions
7222
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 4.08% – 292 28.08% 0.2
Kennondale Capital Management
7223
Kennondale Capital Management
Virginia
$131M +$32.6M +33% 17.2% – 84 4.76% 0.7
HAM
7224
Hedges Asset Management
Nevada
$131M +$6.08M +5% 11.6% – 110 15.45% 2.8
PAYA
7225
Phil A. Younker & Associates
Alaska
$131M +$29.1M +29% 3.9% – 34 17.65% 0.6