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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)
Weaver C. Barksdale & Associates
7601
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 6.43% 52.2% 63 3.17% 6
Forefront Analytics
7602
Forefront Analytics
Pennsylvania
$104M +$14.3M +16% 6.65% 50.9% 45 8.89% 4.2
Kassira Wealth Management
7603
Kassira Wealth Management
Tennessee
$104M – – 11.4% – 53 – 0
Smart Portfolios LLC
7604
Smart Portfolios LLC
Washington
$104M +$4.43M +4% 6.88% 41.3% 102 3.92% 2.1
MSD Capital
7605
MSD Capital
New York
$104M -$51.2M -33% 0.25% 11.5% 3 0% 4.8
Dai-ichi Life Holdings
7606
Dai-ichi Life Holdings
Japan
$104M +$18.1M +21% 2.64% – 26 42.31% 0.8
Green Alpha Advisors
7607
Green Alpha Advisors
Colorado
$104M -$1.09M -1% 18.1% 316% 111 9.91% 3.4
Retireful LLC
7608
Retireful LLC
Michigan
$103M -$41.6M -29% 14.5% 437% 194 77.84% 0.4
Grange Capital
7609
Grange Capital
Oregon
$103M +$7.84M +8% 7.77% – 50 14% 0.7
Infinity Wealth Counsel
7610
Infinity Wealth Counsel
Ohio
$103M +$4.07M +4% 4.88% – 65 9.23% 0.7
Emeth Value Capital
7611
Emeth Value Capital
Louisiana
$103M -$9.3M -8% 10.4% – 5 0% 0.8
WJ Financial Advisors
7612
WJ Financial Advisors
Connecticut
$103M – – 8.54% – 108 – 0
Jordan Park Trust
7613
Jordan Park Trust
New Hampshire
$103M -$5.19M -5% 4.72% – 15 13.33% 0.6
Stenham Asset Management UK
7614
Stenham Asset Management UK
$103M – – 3.82% – 17 – 0
Applied Fundamental Research
7615
Applied Fundamental Research
Massachusetts
$103M -$9.9M -9% 3.14% 44.6% 11 9.09% 3.4
CVS Health
7616
CVS Health
Rhode Island
$103M -$87.8M -46% 7.76% 48.7% 3 0% 3.3
Canaan Partners XI
7617
Canaan Partners XI
California
$103M -$68.9M -40% 8.48% 798% 4 25% 3.8
City Center Advisors LLC
7618
City Center Advisors LLC
Michigan
$103M +$9.6M +10% 8% – 199 35.68% 0.8
Western Pacific Wealth Management
7619
Western Pacific Wealth Management
Illinois
$102M -$1.82M -2% 11% 91.4% 206 12.14% 2.7
Expect Equity LLC
7620
Expect Equity LLC
Maryland
$102M +$8.72M +9% 11.3% – 50 8% 0.7
Prospect Financial Group
7621
Prospect Financial Group
Virginia
$102M +$6.76M +7% 7.11% – 66 10.61% 0.7
North Forty Two & Co
7622
North Forty Two & Co
Oregon
$102M +$8.3M +9% 5.98% – 103 6.8% 0.7
Board of the Pension Protection Fund
7623
Board of the Pension Protection Fund
United Kingdom
$102M +$9.6M +10% 6.77% – 184 67.93% 0.1
Sycamore Partners Management
7624
Sycamore Partners Management
New York
$102M -$70M -41% 40.7% 31.8% 1 0% 3.8
Infini Capital Management
7625
Infini Capital Management
Hong Kong
$102M -$49.6M -33% 46.2% – 21 57.14% 0.4