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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)
APEIRON Capital Ltd
7351
APEIRON Capital Ltd
Hong Kong
$156M +$48.8M +46% 202% 487% 22 77.27% 0.5
Rare Wolf Capital
7352
Rare Wolf Capital
Washington
$156M +$1.3M +0.8% 14.4% – 137 19.71% 0.4
SC
7353
Settian Capital
New York
$156M +$12.8M +9% 13.7% 62.5% 27 18.52% 2.3
Bonfire Financial
7354
Bonfire Financial
Colorado
$156M +$22.7M +17% 13.8% – 62 11.29% 1.3
Financial Life Planners
7355
Financial Life Planners
Arizona
$156M +$25.2M +19% 18.1% – 372 10.48% 0.4
Renasant Bank
7356
Renasant Bank
Mississippi
$156M +$14.3M +10% 12.3% 65% 156 21.79% 3
Clarendon Private
7357
Clarendon Private
Massachusetts
$156M +$25.4M +20% 22.5% – 130 13.08% 1.1
Clearview Wealth Management
7358
Clearview Wealth Management
California
$156M +$14.2M +10% 13.7% – 63 6.35% 0.2
GraniteShares Advisors
7359
GraniteShares Advisors
New York
$156M +$16.7M +12% 5.93% 88.4% 103 25.24% 1.7
Ipsen Advisor Group
7360
Ipsen Advisor Group
Arkansas
$155M +$12.6M +9% 9.26% – 112 11.61% 2.4
Morey & Quinn Wealth Partners
7361
Morey & Quinn Wealth Partners
Nebraska
$155M +$14.9M +11% 15.6% – 143 4.9% 1.3
Spahn Wealth & Retirement
7362
Spahn Wealth & Retirement
Arizona
$155M +$76.9M +98% 10.3% – 40 42.5% 0.7
Expect Equity LLC
7363
Expect Equity LLC
Maryland
$155M +$26.8M +21% 22.4% – 67 10.45% 1
Cultivar Capital
7364
Cultivar Capital
Texas
$155M -$1.19M -0.8% 0.01% 38.3% 47 17.02% 1.6
Visa Foundation
7365
Visa Foundation
California
$155M +$23.6M +18% 17.9% 58.1% 2 50% 2.3
Rockbridge Capital Management
7366
Rockbridge Capital Management
Virginia
$155M +$6.24M +4% 2.74% – 31 12.9% 1.1
Sugar Maple Asset Management
7367
Sugar Maple Asset Management
Wisconsin
$155M -$9.6M -6% 6.34% – 91 18.68% 1.3
Guardian Investment Management
7368
Guardian Investment Management
California
$155M +$28.3M +22% 18.7% 103% 60 0% 6.9
Aegis Wealth Management (Iowa)
7369
Aegis Wealth Management (Iowa)
Iowa
$155M +$27.6M +22% 14% – 133 27.07% 0.4
Bright Futures Wealth Management
7370
Bright Futures Wealth Management
New York
$155M +$8.75M +6% 16.2% – 230 27.83% 1
WT
7371
WHI Trust
Illinois
$155M +$22M +17% 8.01% – 88 32.95% 0.5
DIS
7372
Diversified Investment Strategies
Louisiana
$155M -$1.97M -1% 2.58% 93.8% 56 8.93% 5.6
Tide Cove Capital Partners
7373
Tide Cove Capital Partners
California
$155M +$7.62M +5% 9.77% – 13 0% 1.3
Entruity Wealth
7374
Entruity Wealth
California
$155M +$7.23M +5% 4.98% – 59 30.51% 1
Asset Planning Inc
7375
Asset Planning Inc
California
$154M +$13.8M +10% 14.7% – 341 14.37% 1.2