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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)
Parvin Asset Management
7951
Parvin Asset Management
South Dakota
$127M -$11.2M -8% 0.53% – 333 10.81% 1.2
Farley Capital
7952
Farley Capital
New York
$127M +$4.07M +3% 10.6% 105% 18 16.67% 6.2
Eagle Harbor Asset Management
7953
Eagle Harbor Asset Management
Washington
$127M +$10.4M +9% 13.6% 76.2% 144 15.97% 2.8
Kids Capital Management
7954
Kids Capital Management
California
$127M +$21.6M +20% 32.1% – 16 50% 1.8
M Wealth Management LLC
7955
M Wealth Management LLC
California
$127M +$8.55M +7% 7.57% – 60 13.33% 1.2
Alta Partners Management Company
7956
Alta Partners Management Company
Wyoming
$127M -$23.7M -16% 15.4% – 2 0% 1.5
Fairman Group
7957
Fairman Group
Pennsylvania
$127M +$10.3M +9% 8.22% 46.8% 343 8.16% 1.7
DIG
7958
Dauntless Investment Group
New Hampshire
$127M -$23.8M -16% 2.09% – 99 56.57% 0.4
RWIA
7959
Roger Wittlin Investment Advisory
California
$127M +$5M +4% 12.1% 61.3% 45 17.78% 2.5
Alliance Wealth Strategies
7960
Alliance Wealth Strategies
Virginia
$127M +$16M +14% 13.5% – 65 3.08% 0.5
Canaan Partners XI
7961
Canaan Partners XI
California
$127M +$51.2M +67% 92.9% 798% 3 0% 3.2
Smith Asset Management
7962
Smith Asset Management
Florida
$127M +$10.6M +9% 8.37% – 75 12% 1.3
NWM Advisors
7963
NWM Advisors
California
$127M +$17.2M +16% 16.7% – 24 8.33% 0.5
Topor & Co Korea
7964
Topor & Co Korea
$127M +$8.6M +7% 10.6% – 19 5.26% 0.4
North Horizon Holdings
7965
North Horizon Holdings
$127M +$9.26M +8% 14.8% – 1 0% 0.5
Capital CS Group
7966
Capital CS Group
California
$127M +$78.1M +161% 12.7% 27.8% 95 61.05% 1.1
Leo H. Evart Inc
7967
Leo H. Evart Inc
California
$127M +$9.7M +8% 9.16% – 307 6.84% 0.7
Pragma Gestao de Patrimonio
7968
Pragma Gestao de Patrimonio
Brazil
$127M -$62.7M -33% 16.4% 75.2% 20 30% 1.8
Frankly Finances
7969
Frankly Finances
Florida
$127M +$16M +14% 8.76% – 93 34.41% 0.3
Virtus Family Office
7970
Virtus Family Office
Texas
$126M +$9.29M +8% 8.32% 60.9% 78 26.92% 1.3
Roxbury Financial
7971
Roxbury Financial
New Jersey
$126M +$15.3M +14% 12.4% – 434 15.21% 1.2
Lubar & Co
7972
Lubar & Co
Wisconsin
$126M +$7.39M +6% 6.22% – 3 0% 8.8
York GP
7973
York GP
Cayman Islands
$126M -$1.34M -1% 7.55% – 3 33.33% 1.4
DRH Investments
7974
DRH Investments
California
$126M +$3.14M +3% 19.1% 81.2% 23 43.48% 2.2
University of Wisconsin Foundation
7975
University of Wisconsin Foundation
Wisconsin
$126M +$13.7M +12% 14.8% 142% 12 41.67% 0.8