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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)
SWTS
7751
Stonehaven Wealth & Tax Solutions
Wisconsin
$91.9M – – 2.49% – 83 – 0
GIM
7752
Guild Investment Management
California
$91.9M +$941K +1% 3.74% 101% 51 45.1% 2.2
Vanguard Capital Wealth Advisors
7753
Vanguard Capital Wealth Advisors
Colorado
$91.8M -$3.29M -3% 7.37% 234% 134 28.36% 3.1
HFCII
7754
H&F Corporate Investors IX
California
$91.8M +$7.82M +9% 9.31% 62.7% 1 0% 2
LSL
7755
Legacy Solutions LLC
Pennsylvania
$91.8M – – 0.33% – 69 – 0
MGM
7756
Miura Global Management
New York
$91.7M +$4.58M +5% 12.9% 375% 30 40% 1
NWA
7757
Navis Wealth Advisors
New York
$91.5M -$905K -1% 1.83% 107% 112 14.29% 2.3
PHIMC
7758
Private Harbour Investment Management & Counsel
Ohio
$91.3M -$3.6M -4% 1.2% 82.6% 39 7.69% 7.8
HCVG
7759
H Capital V GP
Cayman Islands
$91.1M – – 7.48% – 1 – 3
AIA
7760
Acute Investment Advisory
Arizona
$91.1M -$83M -48% 0.09% 15.3% 20 40% 0.8
DILH
7761
Dai-ichi Life Holdings
Japan
$91.1M +$5.72M +7% 2.68% – 26 38.46% 0.5
GIM
7762
Genesis Investment Management
United Kingdom
$91.1M -$426M -82% 13.4% 47.4% 15 6.67% 3.6
GAAM
7763
Grand Alliance Asset Management
Hong Kong
$91M -$59.2M -39% 3.07% – 12 50% 0.6
CCIP
7764
Camrose Capital Investment Partners
United Kingdom
$91M – – 0.89% – 9 – 0
DWA
7765
Davis Wealth Advisors
New Hampshire
$90.9M – – 1.49% – 60 – 0
RLH
7766
RD Lewis Holdings
Florida
$90.9M – – 3.98% – 88 – 0
SC
7767
SkyKnight Capital
California
$90.9M -$14.6M -14% 16% 11% 4 25% 2.3
RPGNY
7768
Retirement Planning Group (New York)
New York
$90.9M – – 0.92% – 65 – 0
MEAC
7769
M.E. Allison & Co
Texas
$90.7M – – 4.47% – 143 – 0
FFG
7770
First Financial Group
North Carolina
$90.4M – – 1.11% – 66 – 0
YCM
7771
Yost Capital Management
Texas
$90M -$6.78M -7% 6.32% 125% 18 33.33% 1.1
FDC
7772
Flight Deck Capital
California
$89.9M +$4.41M +5% 17.7% 379% 17 52.94% 0.9
PWM
7773
Pinnacle Wealth Management
California
$89.8M +$6.21M +7% 24% 194% 43 34.88% 1.2
GFG
7774
Grantvest Financial Group
New Jersey
$89.5M – – 1.69% – 121 – 0
IW
7775
IronOak Wealth
Texas
$89.3M – – 11.5% – 64 – 0