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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
TAI
7551
Terra Alpha Investments
District of Columbia
$96.2M +$4.11M +4% 13.1% 33 12.12%
WIM
7552
Waycross Investment Management
Washington
$96.1M +$7.46M +8% 7.12% 47.6% 40 7.5%
RA
7553
Raffles Associates
New York
$96M +$13.9M +17% 14.1% 44.7% 49 14.29%
QEI
7554
QSV Equity Investors
Illinois
$96M -$645K -0.7% 0.08% 95 13.68%
CWIG
7555
Chung Wu Investment Group
Texas
$95.9M +$12.3M +15% 17.7% 251 74.1%
RBC
7556
Rye Brook Capital
Connecticut
$95.9M +$16.1M +20% 17.1% 67.3% 26 30.77%
LRWM
7557
Lord & Richards Wealth Management
Colorado
$95.7M +$7.44M +8% 8.21% 180 72.22%
FWS
7558
FinDec Wealth Services
California
$95.6M -$5.52M -5% 6.99% 47.6% 38 7.89%
PFG
7559
Prospect Financial Group
Virginia
$95.6M +$17.2M +22% 8.74% 69 15.94%
GC
7560
Grange Capital
Oregon
$95.6M +$9.82M +11% 13.9% 48 4.17%
IDP
7561
In-Depth Partners
Florida
$95.2M +$8.11M +9% 30.5% 157% 14 35.71%
DWRES
7562
Divco West Real Estate Services
California
$95.1M +$1.08M +1% 1.25% 22.3% 4 0%
TPM
7563
Totem Point Management
New York
$95M +$13.8M +17% 35.8% 375% 15 33.33%
CSTB
7564
Charles Schwab Trust Bank
Nevada
$94.9M +$14.2M +18% 5.22% 1 0%
MWC
7565
MKD Wealth Coaches
Michigan
$94.8M +$6.47M +7% 8.41% 26 7.69%
OC
7566
Optimas Capital
Hong Kong
$94.8M +$35.9M +61% 17.7% 355% 30 86.67%
FDC
7567
Flight Deck Capital
California
$94.5M -$2.37M -2% 41.2% 274% 17 35.29%
WM
7568
Whitford Management
New York
$94.3M +$15.7M +20% 18.3% 62.5% 25 64%
YCMGA
7569
York Capital Management Global Advisors
New York
$94.2M +$2.38M +3% 13.1% 52.3% 6 16.67%
OFP
7570
OFC Financial Planning
New Jersey
$94.2M +$5.81M +7% 6.77% 57 8.77%
ETCM
7571
Evolutionary Tree Capital Management
Virginia
$94.2M +$8.11M +9% 25.4% 100% 29 10.34%
CNHF
7572
Conrad N. Hilton Foundation
California
$94.1M -$48.7M -34% 10.2% 4 75%
NFTC
7573
North Forty Two & Co
Oregon
$94.1M +$3.78M +4% 4.07% 100 8%
EECFV
7574
EnCap Energy Capital Fund VIII
Texas
$93.9M -$697K -0.7% 0.73% 6.16% 2 0%
BCWM
7575
Ball & Co Wealth Management
Tennessee
$93.9M +$552K +0.6% 5.46% 77 14.29%