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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)
Principia Wealth Advisory
7476
Principia Wealth Advisory
Texas
$107M – – 1.56% – 776 – 0
University of Chicago
7477
University of Chicago
Illinois
$107M -$11.7M -10% 1.32% 62.3% 5 0% 2.8
York GP
7478
York GP
Cayman Islands
$106M – – 23.2% – 2 – 1.8
Haven Capital Group
7479
Haven Capital Group
California
$106M – – 5.92% – 36 – 0
Soapstone Management
7480
Soapstone Management
Maryland
$106M -$13.9M -12% 7.87% 30.3% 18 33.33% 2.7
Pacific Asset Management
7481
Pacific Asset Management
Washington
$106M – – 0.88% – 46 – 0
Caerus Investment Advisors
7482
Caerus Investment Advisors
Texas
$106M +$928K +0.9% 2.72% 85% 32 9.38% 2
Journey Beyond Wealth
7483
Journey Beyond Wealth
Georgia
$106M – – 0.99% – 30 – 0
Orca Investment Management
7484
Orca Investment Management
Oregon
$106M -$4.52M -4% 3.62% 139% 59 6.78% 7.1
MCM
7485
Monimus Capital Management
New Jersey
$106M – – 1.45% – 51 – 0
Delta Wealth Advisors
7486
Delta Wealth Advisors
Indiana
$106M +$1.7M +2% 0.72% – 45 22.22% 0.6
R.H. Investment Group
7487
R.H. Investment Group
Arizona
$106M – – 0.79% – 31 – 0
Haven Global Partners
7488
Haven Global Partners
Georgia
$106M – – 3.59% – 10 – 0
VM
7489
Valinor Management
New York
$106M +$41.3M +64% 63.7% 12.8% 1 0% 7.3
Chiron Capital Management
7490
Chiron Capital Management
Florida
$106M -$7.05M -6% 1.12% – 133 25.56% 2.2
272 Capital
7491
272 Capital
Texas
$106M -$69.2M -40% 6.86% 222% 72 48.61% 0.9
Wulff, Hansen & Co
7492
Wulff, Hansen & Co
California
$106M -$4.69M -4% 1.18% 85.8% 98 6.12% 2.3
Instrumental Wealth
7493
Instrumental Wealth
Florida
$106M +$3.11M +3% 0.15% 38.2% 52 13.46% 1.2
Northstar Financial Companies
7494
Northstar Financial Companies
Pennsylvania
$106M – – 2.3% – 108 – 0
Amica Retiree Medical Trust
7495
Amica Retiree Medical Trust
Rhode Island
$106M -$14.9M -12% 0.24% – 138 5.07% 3.9
Red Crane Wealth Management
7496
Red Crane Wealth Management
California
$106M – – 0.62% – 64 – 0
Vested Financial Planning
7497
Vested Financial Planning
California
$106M – – 1.47% – 25 – 0
DKM Wealth Management
7498
DKM Wealth Management
California
$105M – – 1.51% – 52 – 0
Mallini Complete Financial Planning
7499
Mallini Complete Financial Planning
Florida
$105M – – 0.81% – 60 – 0
Octahedron Capital Management
7500
Octahedron Capital Management
California
$105M +$15.4M +17% 0.56% 234% 25 52% 0.9