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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 Time
Held (Qtrs)
TAI
7651
Terra Alpha Investments
District of Columbia
$96.2M +$4.11M +4% 13.1% – 33 12.12% 2
WIM
7652
Waycross Investment Management
Washington
$96.1M +$7.46M +8% 7.12% 47.6% 40 7.5% 7.7
RA
7653
Raffles Associates
New York
$96M +$13.9M +17% 14.1% 50% 49 14.29% 11.8
QEI
7654
QSV Equity Investors
Illinois
$96M -$645K -0.7% 0.08% – 95 13.68% 4.6
CWIG
7655
Chung Wu Investment Group
Texas
$95.9M +$12.3M +15% 17.7% – 251 74.1% 0.5
RBC
7656
Rye Brook Capital
Connecticut
$95.9M +$16.1M +20% 17.1% 77.2% 26 30.77% 4.1
LRWM
7657
Lord & Richards Wealth Management
Colorado
$95.7M +$7.44M +8% 8.21% – 180 72.22% 1.6
FWS
7658
FinDec Wealth Services
California
$95.6M -$5.52M -5% 6.99% 47.6% 38 7.89% 8.8
PFG
7659
Prospect Financial Group
Virginia
$95.6M +$17.2M +22% 8.74% – 69 15.94% 1.7
SONJCPFE
7660
State of New Jersey Common Pension Fund E
New Jersey
$95.6M -$238M -71% 7.91% 26.4% 2 100% 0
GC
7661
Grange Capital
Oregon
$95.6M +$9.82M +11% 13.9% – 48 4.17% 1.8
IDP
7662
In-Depth Partners
Florida
$95.2M +$8.11M +9% 30.5% 157% 14 35.71% 10.4
DWRES
7663
Divco West Real Estate Services
California
$95.1M +$1.08M +1% 1.25% 22.3% 4 0% 10
TPM
7664
Totem Point Management
New York
$95M +$13.8M +17% 35.8% 577% 15 33.33% 5.6
CSTB
7665
Charles Schwab Trust Bank
Nevada
$94.9M +$14.2M +18% 5.22% – 1 0% 5
MWC
7666
MKD Wealth Coaches
Michigan
$94.8M +$6.47M +7% 8.41% – 26 7.69% 14.1
OC
7667
Optimas Capital
Hong Kong
$94.8M +$35.9M +61% 17.7% 355% 30 86.67% 0.8
FDC
7668
Flight Deck Capital
California
$94.5M -$2.37M -2% 41.2% 379% 17 35.29% 3.6
WM
7669
Whitford Management
New York
$94.3M +$15.7M +20% 18.3% 76.2% 25 64% 2.3
YCMGA
7670
York Capital Management Global Advisors
New York
$94.2M +$2.38M +3% 13.1% 74.1% 6 16.67% 6.8
DWA
7671
Davis Wealth Advisors
New Hampshire
$94.2M +$5.68M +6% 8.01% – 68 17.65% 1.7
OFP
7672
OFC Financial Planning
New Jersey
$94.2M +$5.81M +7% 6.77% – 57 8.77% 1.8
ETCM
7673
Evolutionary Tree Capital Management
Virginia
$94.2M +$8.11M +9% 25.4% 139% 29 10.34% 8.1
CNHF
7674
Conrad N. Hilton Foundation
California
$94.1M -$48.7M -34% 10.2% – 4 75% 1
NFTC
7675
North Forty Two & Co
Oregon
$94.1M +$3.78M +4% 4.07% – 100 8% 1.8