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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)
HA
7401
Helium Advisors
Washington
$120M -$38.4M -24% 7.75% – 107 18.69% 0.7
IFO
7402
Intrepid Family Office
Florida
$120M -$2.56M -2% 10.3% – 47 36.17% 1.3
ACM
7403
Aryeh Capital Management
Ontario, Canada
$120M -$8.17M -6% 4.08% 87.7% 13 7.69% 1.8
PFW
7404
Petros Family Wealth
Minnesota
$119M +$9.99M +9% 10.8% – 154 25.32% 0.6
PCC
7405
Park Circle Company
Maryland
$119M +$1.47M +1% 8.29% 70.5% 118 43.22% 4.6
TCP
7406
TSG Consumer Partners
California
$119M -$41.2M -26% 23.4% 70.1% 1 0% 3.8
SCVTA
7407
Santa Clara Valley Transportation Authority
California
$119M +$13.8M +13% 3.94% – 4 0% 1
HWM
7408
Hobbs Wealth Management
Indiana
$119M +$14.5M +14% 8.92% – 59 20.34% 0.5
FA
7409
Freestate Advisors
Kansas
$119M +$7.23M +6% 4.19% – 46 8.7% 1.1
SO
7410
Sierra Ocean
California
$119M -$19.7M -14% 6.28% – 1,029 93.97% 0.7
DFC
7411
DBK Financial Counsel
Ohio
$119M +$8.32M +8% 7.05% 58.1% 59 10.17% 2.5
GCM
7412
Graver Capital Management
Ohio
$119M +$5.57M +5% 6.53% – 26 3.85% 0.7
AWA
7413
A4 Wealth Advisors
North Carolina
$119M – – 7.29% – 158 – 0
BCM
7414
Bretton Capital Management
California
$119M +$7.85M +7% 9.7% – 20 5% 1
XI
7415
XXEC Inc
Oklahoma
$119M -$5.79M -5% 2.89% 19.3% 25 36% 2.2
RCWM
7416
Red Crane Wealth Management
California
$119M +$8.81M +8% 6.27% – 69 13.04% 0.6
ACM
7417
Ativo Capital Management
Illinois
$118M +$6.62M +6% 5.41% 63.8% 60 11.67% 2
SCP
7418
Searchlight Capital Partners
New York
$118M +$14.3M +14% 36.4% 38.5% 3 0% 7.5
PAG
7419
Poinciana Advisors Group
Florida
$118M +$7.5M +7% 9.16% – 138 18.84% 0.5
UOWF
7420
University of Wisconsin Foundation
Wisconsin
$118M +$28.7M +32% 14.2% 142% 10 60% 0.8
OM
7421
OV Management
Minnesota
$118M -$1.44M -1% 0.19% – 59 10.17% 1.5
NPAN
7422
Northeast Planning Associates NH
New Hampshire
$118M +$9.3M +9% 10.9% – 53 15.09% 0.6
GIM
7423
Guardian Investment Management
California
$118M +$18.2M +18% 13.1% 89.7% 60 23.33% 6.8
WHCFA
7424
William Howard & Co Financial Advisors
Tennessee
$118M +$2.9M +3% 5.86% – 58 6.9% 1.3
PGWM
7425
Pitti Group Wealth Management
New York
$117M +$1.6M +1% 6.32% 65.3% 83 15.66% 2.5