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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)
DIG
7951
Dauntless Investment Group
New Hampshire
$127M -$23.8M -16% 2.09% – 99 56.57% 0.4
RWIA
7952
Roger Wittlin Investment Advisory
California
$127M +$5M +4% 12.1% 61.3% 45 17.78% 2.5
Alliance Wealth Strategies
7953
Alliance Wealth Strategies
Virginia
$127M +$16M +14% 13.5% – 65 3.08% 0.5
Canaan Partners XI
7954
Canaan Partners XI
California
$127M +$51.2M +67% 92.9% 798% 3 0% 3.2
Smith Asset Management
7955
Smith Asset Management
Florida
$127M +$10.6M +9% 8.37% – 75 12% 1.3
NWM Advisors
7956
NWM Advisors
California
$127M +$17.2M +16% 16.7% – 24 8.33% 0.5
Topor & Co Korea
7957
Topor & Co Korea
$127M +$8.6M +7% 10.6% – 19 5.26% 0.4
North Horizon Holdings
7958
North Horizon Holdings
$127M +$9.26M +8% 14.8% – 1 0% 0.5
Capital CS Group
7959
Capital CS Group
California
$127M +$78.1M +161% 12.7% 22.5% 95 61.05% 1.1
Leo H. Evart Inc
7960
Leo H. Evart Inc
California
$127M +$9.7M +8% 9.16% – 307 6.84% 0.7
Pragma Gestao de Patrimonio
7961
Pragma Gestao de Patrimonio
Brazil
$127M -$62.7M -33% 16.4% 75.2% 20 30% 1.8
Frankly Finances
7962
Frankly Finances
Florida
$127M +$16M +14% 8.76% – 93 34.41% 0.3
Virtus Family Office
7963
Virtus Family Office
Texas
$126M +$9.29M +8% 8.32% 48.4% 78 26.92% 1.3
Roxbury Financial
7964
Roxbury Financial
New Jersey
$126M +$15.3M +14% 12.4% – 434 15.21% 1.2
Lubar & Co
7965
Lubar & Co
Wisconsin
$126M +$7.39M +6% 6.22% – 3 0% 8.8
York GP
7966
York GP
Cayman Islands
$126M -$1.34M -1% 7.55% – 3 33.33% 1.4
DRH Investments
7967
DRH Investments
California
$126M +$3.14M +3% 19.1% 81.2% 23 43.48% 2.2
University of Wisconsin Foundation
7968
University of Wisconsin Foundation
Wisconsin
$126M +$13.7M +12% 14.8% 142% 12 41.67% 0.8
MeadowBrook Investment Advisors
7969
MeadowBrook Investment Advisors
Michigan
$126M +$13.2M +12% 18% – 200 9% 1.9
Tenere Capital
7970
Tenere Capital
New York
$126M -$10.5M -8% 27.2% 131% 30 50% 0.8
Shepherd Kaplan Krochuk
7971
Shepherd Kaplan Krochuk
Massachusetts
$126M +$6.9M +6% 8.35% 38.5% 64 7.81% 3.5
Midway Capital Research & Management
7972
Midway Capital Research & Management
Illinois
$126M +$19.8M +19% 26.5% – 118 4.24% 0.4
Clio Asset Management
7973
Clio Asset Management
Virginia
$126M +$6.46M +5% 5.38% 60.6% 18 27.78% 1.6
Smith Partners Wealth Management
7974
Smith Partners Wealth Management
North Carolina
$126M +$14.1M +13% 10.2% – 84 22.62% 0.4
Heights Point Management
7975
Heights Point Management
New York
$126M +$17.8M +17% 38% – 29 55.17% 0.3