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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)
Board of the Pension Protection Fund
8301
Board of the Pension Protection Fund
United Kingdom
$105M -$3.31M -3% 8.1% – 201 67.66% 0.5
Villanova Investment Management
8302
Villanova Investment Management
Pennsylvania
$105M +$7.79M +8% 9.8% – 59 10.17% 1.5
Generations Wealth LLC
8303
Generations Wealth LLC
Ohio
$105M +$2.33M +2% 12.1% – 37 24.32% 0.4
Succession Financial
8304
Succession Financial
Texas
$105M – – 29% – 50 – 0
Cogent Strategic Wealth
8305
Cogent Strategic Wealth
Illinois
$105M +$7.59M +8% 13.8% – 61 13.11% 0.4
22NW LP
8306
22NW LP
Washington
$105M -$41.2M -28% 27.5% 138% 17 23.53% 1.7
IDG China Venture Capital Fund V Associates
8307
IDG China Venture Capital Fund V Associates
Hong Kong
$105M -$21.1M -17% 13.6% 7.34% 1 0% 4.5
Indie Asset Partners
8308
Indie Asset Partners
Indiana
$104M +$16.7M +19% 12.8% 119% 90 12.22% 2.6
Verdad Advisers
8309
Verdad Advisers
Massachusetts
$104M +$15.6M +18% 21.1% – 276 59.06% 0.3
JRSI
8310
Jeter Robert S II
$104M +$3.96M +4% 12.5% – 48 12.5% 0.2
Strategic Financial Group
8311
Strategic Financial Group
Michigan
$104M +$7.23M +7% 8% – 19 5.26% 0.2
TPW
8312
TOP Private Wealth
Connecticut
$104M – – 13.6% – 139 – 0
AIHC Capital Management
8313
AIHC Capital Management
$104M -$15.4M -13% 43.6% – 5 20% 0.4
Trustees of The University of Pennsylvania
8314
Trustees of The University of Pennsylvania
Pennsylvania
$104M -$193M -65% 26.9% – 6 50% 0.7
Xena Financial Planning
8315
Xena Financial Planning
Oregon
$104M +$15.6M +18% 11.1% – 38 13.16% 0.4
Kachkovsky & Fisher Inc
8316
Kachkovsky & Fisher Inc
California
$104M – – 20.1% – 64 – 0
Gritstone Asset Management
8317
Gritstone Asset Management
Maryland
$104M +$10.3M +11% 3.35% – 208 42.31% 0.5
Mozayyx Management
8318
Mozayyx Management
Texas
$104M +$5.29M +5% 32.6% – 29 79.31% 0.1
Sapphire Ventures
8319
Sapphire Ventures
Texas
$104M +$4.36M +4% 13.1% 27.9% 4 0% 3.5
Parrish Capital
8320
Parrish Capital
Georgia
$104M -$8.47M -8% 21.1% – 94 15.96% 0.5
XC
8321
XY Capital
Hong Kong
$104M +$2.8M +3% 6.94% 52.8% 142 82.39% 0.2
SaddleRock Capital Management
8322
SaddleRock Capital Management
New York
$104M +$8.83M +9% 25.4% – 22 45.45% 0.4
Reality Financial Planning Services
8323
Reality Financial Planning Services
Florida
$104M -$14.2K -0% 9.55% – 20 10% 0.5
KA
8324
Kailix Advisors
Florida
$104M -$10.8M -9% 0.97% 16.3% 14 50% 0.9
KFP
8325
Kroeger Financial Partners
California
$103M – – 8.74% – 141 – 0