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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)
Matrix Capital Management Company
7576
Matrix Capital Management Company
New Hampshire
$107M -$116M -52% 50.2% 245% 4 25% 3.2
RD Lewis Holdings
7577
RD Lewis Holdings
Florida
$107M +$7.62M +8% 6.43% – 85 8.24% 0.7
CG
7578
Curat Global
New Hampshire
$107M +$1.83M +2% 7.37% – 297 0.67% 0.5
Velan Capital Investment Management
7579
Velan Capital Investment Management
Georgia
$106M +$5.23M +5% 105% 2,395% 61 37.7% 0.7
PrairieView Wealth Partners
7580
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 5.27% – 29 3.45% 1
Carl Stuart Investment Advisor
7581
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 11.2% 84.4% 19 15.79% 2.2
American National Bank of Texas
7582
American National Bank of Texas
Texas
$106M – – 5.6% – 58 – 0
Wasserstein Debt Opportunities Management
7583
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 15.8% – 1 0% 1.8
Sageworth Trust Company of South Dakota
7584
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 8.84% 75.6% 53 13.21% 2.8
Kitching Partners
7585
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 5.87% – 43 27.91% 1
Conquis Financial
7586
Conquis Financial
California
$106M +$2.59M +3% 5.87% – 57 14.04% 0.7
Fiscal Wisdom Wealth Management
7587
Fiscal Wisdom Wealth Management
Connecticut
$106M – – 26.9% – 82 – 0
BXM Wealth
7588
BXM Wealth
Colorado
$106M +$21.4M +25% 11.7% – 139 29.5% 0.5
21 West Wealth Management
7589
21 West Wealth Management
California
$105M +$6.28M +6% 4.89% – 59 1.69% 0.3
Silver Grove Financial Group
7590
Silver Grove Financial Group
New York
$105M – – 8.15% – 113 – 0
Ramsey Quantitative Systems
7591
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 7.03% 51.1% 12 83.33% 1.6
Wisconsin Wealth Advisors
7592
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 9.04% – 88 10.23% 0.6
Harpswell Capital Advisors
7593
Harpswell Capital Advisors
Maine
$105M – – 6.12% – 35 – 0
Providence Financial Advisors
7594
Providence Financial Advisors
Kansas
$105M – – 7.07% – 49 – 0
BG
7595
BRX Global
New York
$105M -$13.7M -12% 6.99% 65.8% 3 0% 3.8
Peck Wealth Management
7596
Peck Wealth Management
New York
$105M – – 8.94% – 134 – 0
Lattice Capital Management
7597
Lattice Capital Management
Washington
$104M +$13.5M +15% 17% 187% 24 12.5% 1.8
13D Management
7598
13D Management
New York
$104M -$5.31M -5% 18.4% 157% 24 41.67% 1.8
Brandywine Managers
7599
Brandywine Managers
Delaware
$104M +$3.62M +4% 4.86% 96.3% 39 12.82% 4.2
Rosenthal Henry Capital Advisors
7600
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 6.53% 80.2% 41 14.63% 4