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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)
Chung Wu Investment Group
7401
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 12.7% – 292 27.74% 0.3
Vista Cima Wealth Management
7402
Vista Cima Wealth Management
Arizona
$120M +$13M +12% 7.02% – 78 35.9% 0.5
NDVR Inc
7403
NDVR Inc
Massachusetts
$120M +$13.3M +12% 5.62% – 120 18.33% 1.1
CM
7404
CM Management
Florida
$120M +$10.1M +9% 14.7% 110% 79 32.91% 2.1
NorthLanding Financial Partners
7405
NorthLanding Financial Partners
New York
$120M +$6.85M +6% 5.63% 54.7% 44 6.82% 2.3
Helium Advisors
7406
Helium Advisors
Washington
$120M -$38.4M -24% 7.75% – 107 18.69% 0.7
IFO
7407
Intrepid Family Office
Florida
$120M -$2.56M -2% 10.3% – 47 36.17% 1.3
Aryeh Capital Management
7408
Aryeh Capital Management
Ontario, Canada
$120M -$8.17M -6% 4.08% 87.7% 13 7.69% 1.8
Petros Family Wealth
7409
Petros Family Wealth
Minnesota
$119M +$10M +9% 10.8% – 154 25.32% 0.6
PCC
7410
Park Circle Company
Maryland
$119M +$1.47M +1% 8.29% 70.5% 118 43.22% 4.6
TSG Consumer Partners
7411
TSG Consumer Partners
California
$119M -$41.2M -26% 23.4% 70.1% 1 0% 3.8
Santa Clara Valley Transportation Authority
7412
Santa Clara Valley Transportation Authority
California
$119M +$13.8M +13% 3.94% – 4 0% 1
Hobbs Wealth Management
7413
Hobbs Wealth Management
Indiana
$119M +$14.5M +14% 8.92% – 59 20.34% 0.5
Freestate Advisors
7414
Freestate Advisors
Kansas
$119M +$7.23M +6% 4.19% – 46 8.7% 1.1
Sierra Ocean
7415
Sierra Ocean
California
$119M -$19.7M -14% 6.28% – 1,029 93.97% 0.7
DBK Financial Counsel
7416
DBK Financial Counsel
Ohio
$119M +$8.32M +8% 7.05% 58.1% 59 10.17% 2.5
Graver Capital Management
7417
Graver Capital Management
Ohio
$119M +$5.57M +5% 6.53% – 26 3.85% 0.7
A4 Wealth Advisors
7418
A4 Wealth Advisors
North Carolina
$119M – – 7.29% – 158 – 0
Bretton Capital Management
7419
Bretton Capital Management
California
$119M +$7.85M +7% 9.7% – 20 5% 1
XXEC Inc
7420
XXEC Inc
Oklahoma
$119M -$5.79M -5% 2.89% 19.3% 25 36% 2.2
Red Crane Wealth Management
7421
Red Crane Wealth Management
California
$119M +$8.81M +8% 6.27% – 69 13.04% 0.6
Ativo Capital Management
7422
Ativo Capital Management
Illinois
$118M +$6.62M +6% 5.41% 63.2% 60 11.67% 2
Searchlight Capital Partners
7423
Searchlight Capital Partners
New York
$118M +$14.3M +14% 36.4% 38.5% 3 0% 7.5
Poinciana Advisors Group
7424
Poinciana Advisors Group
Florida
$118M +$7.5M +7% 9.16% – 138 18.84% 0.5
University of Wisconsin Foundation
7425
University of Wisconsin Foundation
Wisconsin
$118M +$28.7M +32% 14.2% 142% 10 60% 0.8