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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)
PrairieView Wealth Partners
7751
PrairieView Wealth Partners
Illinois
$92.5M +$16.1K +0% 0.39% – 21 19.05% 0.7
Stone Ridge Holdings Group
7752
Stone Ridge Holdings Group
New York
$92.5M – – 7.72% – 33 – 0
Marathon Strategic Advisors
7753
Marathon Strategic Advisors
Pennsylvania
$92.4M -$2.2M -2% 2.99% 110% 39 12.82% 0.7
LifeGoal Wealth Advisors
7754
LifeGoal Wealth Advisors
New York
$92.2M – – 0.4% – 61 – 0
GatePass Capital
7755
GatePass Capital
Ohio
$92.2M – – 10.8% – 108 – 0
CWD
7756
Clarity Wealth Development
Oregon
$92.1M – – 2.41% – 46 – 0
BFI Infinity
7757
BFI Infinity
Switzerland
$92M – – 4.36% – 44 – 0
Stonehaven Wealth & Tax Solutions
7758
Stonehaven Wealth & Tax Solutions
Wisconsin
$91.9M – – 2.49% – 83 – 0
Guild Investment Management
7759
Guild Investment Management
California
$91.9M +$941K +1% 3.74% 119% 51 45.1% 2.2
Vanguard Capital Wealth Advisors
7760
Vanguard Capital Wealth Advisors
Colorado
$91.8M -$3.29M -3% 7.37% 234% 134 28.36% 3.1
H&F Corporate Investors IX
7761
H&F Corporate Investors IX
California
$91.8M +$7.82M +9% 9.31% 62.7% 1 0% 2
Legacy Solutions LLC
7762
Legacy Solutions LLC
Pennsylvania
$91.8M – – 0.33% – 69 – 0
MGM
7763
Miura Global Management
New York
$91.7M +$4.58M +5% 12.9% 375% 30 40% 1
Navis Wealth Advisors
7764
Navis Wealth Advisors
New York
$91.5M -$905K -1% 1.83% 107% 112 14.29% 2.3
Private Harbour Investment Management & Counsel
7765
Private Harbour Investment Management & Counsel
Ohio
$91.3M -$3.6M -4% 1.2% 82.6% 39 7.69% 7.8
HCVG
7766
H Capital V GP
Cayman Islands
$91.1M – – 7.48% – 1 – 3
Acute Investment Advisory
7767
Acute Investment Advisory
Arizona
$91.1M -$83M -48% 0.09% 15% 20 40% 0.8
Dai-ichi Life Holdings
7768
Dai-ichi Life Holdings
Japan
$91.1M +$5.72M +7% 2.68% – 26 38.46% 0.5
Genesis Investment Management
7769
Genesis Investment Management
United Kingdom
$91.1M -$426M -82% 13.4% 47.4% 15 6.67% 3.6
Grand Alliance Asset Management
7770
Grand Alliance Asset Management
Hong Kong
$91M -$59.2M -39% 3.07% – 12 50% 0.6
Camrose Capital Investment Partners
7771
Camrose Capital Investment Partners
United Kingdom
$91M – – 0.89% – 9 – 0
Davis Wealth Advisors
7772
Davis Wealth Advisors
New Hampshire
$90.9M – – 1.49% – 60 – 0
RD Lewis Holdings
7773
RD Lewis Holdings
Florida
$90.9M – – 3.98% – 88 – 0
SkyKnight Capital
7774
SkyKnight Capital
California
$90.9M -$14.6M -14% 16% 11% 4 25% 2.3
RPGNY
7775
Retirement Planning Group (New York)
New York
$90.9M – – 0.92% – 65 – 0