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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
RRMM
8251
Regatta Research & Money Management
Louisiana
$106M 14.7% 495
EPW
8252
Elevated Private Wealth
Wisconsin
$106M 28.8% 76
OIS
8253
OneAscent Investment Solutions
Alabama
$106M +$5.65M +6% 17.5% 178 47.19%
HA
8254
Hyposwiss Advisors
$106M +$4.39M +4% 14.4% 114 10.53%
BOTPPF
8255
Board of the Pension Protection Fund
United Kingdom
$105M -$3.31M -3% 8.1% 201 67.66%
VIM
8256
Villanova Investment Management
Pennsylvania
$105M +$7.79M +8% 9.8% 59 10.17%
GWL
8257
Generations Wealth LLC
Ohio
$105M +$2.33M +2% 12.1% 37 24.32%
SF
8258
Succession Financial
Texas
$105M 29% 50
CSW
8259
Cogent Strategic Wealth
Illinois
$105M +$7.59M +8% 13.8% 61 13.11%
2L
8260
22NW LP
Washington
$105M -$41.2M -28% 27.5% 138% 17 23.53%
ICVCFVA
8261
IDG China Venture Capital Fund V Associates
Hong Kong
$105M -$21.1M -17% 13.6% 7.34% 1 0%
IAP
8262
Indie Asset Partners
Indiana
$104M +$16.7M +19% 12.8% 119% 90 12.22%
VA
8263
Verdad Advisers
Massachusetts
$104M +$15.6M +18% 21.1% 276 59.06%
JRSI
8264
Jeter Robert S II
$104M +$3.96M +4% 12.5% 48 12.5%
SFG
8265
Strategic Financial Group
Michigan
$104M +$7.23M +7% 8% 19 5.26%
TPW
8266
TOP Private Wealth
Connecticut
$104M 13.6% 139
ACM
8267
AIHC Capital Management
$104M -$15.4M -13% 43.6% 5 20%
TOTUOP
8268
Trustees of The University of Pennsylvania
Pennsylvania
$104M -$193M -65% 26.9% 6 50%
XFP
8269
Xena Financial Planning
Oregon
$104M +$15.6M +18% 11.1% 38 13.16%
GAM
8270
Gritstone Asset Management
Maryland
$104M +$10.3M +11% 3.35% 208 42.31%
MM
8271
Mozayyx Management
Texas
$104M +$5.29M +5% 32.6% 29 79.31%
SV
8272
Sapphire Ventures
Texas
$104M +$4.36M +4% 13.1% 27.9% 4 0%
PC
8273
Parrish Capital
Georgia
$104M -$8.47M -8% 21.1% 94 15.96%
XC
8274
XY Capital
Hong Kong
$104M +$2.8M +3% 6.94% 52.8% 142 82.39%
SCM
8275
SaddleRock Capital Management
New York
$104M +$8.83M +9% 25.4% 22 45.45%