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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)
GAA
7601
Green Alpha Advisors
Colorado
$104M -$1.09M -1% 18.1% 316% 111 9.91% 3.4
RL
7602
Retireful LLC
Michigan
$103M -$41.6M -29% 14.5% 437% 194 77.84% 0.4
GC
7603
Grange Capital
Oregon
$103M +$7.84M +8% 7.77% – 50 14% 0.7
IWC
7604
Infinity Wealth Counsel
Ohio
$103M +$4.07M +4% 4.88% – 65 9.23% 0.7
EVC
7605
Emeth Value Capital
Louisiana
$103M -$9.3M -8% 10.4% – 5 0% 0.8
WFA
7606
WJ Financial Advisors
Connecticut
$103M – – 8.54% – 108 – 0
JPT
7607
Jordan Park Trust
New Hampshire
$103M -$5.19M -5% 4.72% – 15 13.33% 0.6
SAMU
7608
Stenham Asset Management UK
$103M – – 3.82% – 17 – 0
AFR
7609
Applied Fundamental Research
Massachusetts
$103M -$9.91M -9% 3.14% 44.6% 11 9.09% 3.4
CH
7610
CVS Health
Rhode Island
$103M -$87.8M -46% 7.76% 48.7% 3 0% 3.3
CPX
7611
Canaan Partners XI
California
$103M -$68.9M -40% 8.48% 1,312% 4 25% 3.8
CCAL
7612
City Center Advisors LLC
Michigan
$103M +$9.56M +10% 8% – 199 35.68% 0.8
WPWM
7613
Western Pacific Wealth Management
Illinois
$102M -$1.82M -2% 11% 66.3% 206 12.14% 2.7
EEL
7614
Expect Equity LLC
Maryland
$102M +$8.72M +9% 11.3% – 50 8% 0.7
PFG
7615
Prospect Financial Group
Virginia
$102M +$6.76M +7% 7.11% – 66 10.61% 0.7
NFTC
7616
North Forty Two & Co
Oregon
$102M +$8.3M +9% 5.98% – 103 6.8% 0.7
BOTPPF
7617
Board of the Pension Protection Fund
United Kingdom
$102M +$9.64M +10% 6.77% – 184 67.93% 0.1
SPM
7618
Sycamore Partners Management
New York
$102M -$70M -41% 40.7% 31.8% 1 0% 3.8
ICM
7619
Infini Capital Management
Hong Kong
$102M -$49.6M -33% 46.2% – 21 57.14% 0.4
HFA
7620
Hutchinson Financial Advisors
Virginia
$102M +$12.5M +14% 6.85% – 67 13.43% 0.2
SIM
7621
SWP Investment Management
Ohio
$102M +$17.2M +20% 11.2% – 49 22.45% 0.4
CIA
7622
Cape Investment Advisory
Georgia
$102M -$172M -63% 5.43% 72.5% 1,230 36.1% 1.7
LWM
7623
Lionsbridge Wealth Management
Florida
$102M +$1.02M +1% 10.6% 66% 66 24.24% 1.7
SCM
7624
Superstring Capital Management
New York
$102M +$17M +20% 56.4% – 52 63.46% 0.5
SSCM
7625
Seven Six Capital Management
New York
$101M -$8.58M -8% 4.48% – 26 7.69% 0.6