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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)
CFG Wealth Management Services
8301
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% – 152 47.37% 0.5
October Effect
8302
October Effect
Virginia
$106M +$19.5M +22% 64.6% – 76 31.58% 0.7
Plus Group Wealth Advisors
8303
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% – 48 14.58% 0.4
Wallace Advisory Group
8304
Wallace Advisory Group
California
$106M +$12.7M +14% 9.69% 50.9% 146 23.97% 2.1
CF
8305
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% – 45 15.56% 0.4
Expressive Wealth
8306
Expressive Wealth
Illinois
$106M +$984K +0.9% 17.1% – 147 21.09% 0.4
Regatta Research & Money Management
8307
Regatta Research & Money Management
Louisiana
$106M – – 14.7% – 495 – 0
Elevated Private Wealth
8308
Elevated Private Wealth
Wisconsin
$106M – – 28.8% – 76 – 0.5
OneAscent Investment Solutions
8309
OneAscent Investment Solutions
Alabama
$106M +$5.65M +6% 17.5% – 178 47.19% 0.7
Hyposwiss Advisors
8310
Hyposwiss Advisors
$106M +$4.39M +4% 14.4% – 114 10.53% 0.5
Board of the Pension Protection Fund
8311
Board of the Pension Protection Fund
United Kingdom
$105M -$3.31M -3% 8.1% – 201 67.66% 0.5
Villanova Investment Management
8312
Villanova Investment Management
Pennsylvania
$105M +$7.79M +8% 9.8% – 59 10.17% 1.5
Generations Wealth LLC
8313
Generations Wealth LLC
Ohio
$105M +$2.33M +2% 12.1% – 37 24.32% 0.4
Succession Financial
8314
Succession Financial
Texas
$105M – – 29% – 50 – 0
Cogent Strategic Wealth
8315
Cogent Strategic Wealth
Illinois
$105M +$7.59M +8% 13.8% – 61 13.11% 0.4
22NW LP
8316
22NW LP
Washington
$105M -$41.2M -28% 27.5% 138% 17 23.53% 1.7
IDG China Venture Capital Fund V Associates
8317
IDG China Venture Capital Fund V Associates
Hong Kong
$105M -$21.1M -17% 13.6% 7.34% 1 0% 4.5
Indie Asset Partners
8318
Indie Asset Partners
Indiana
$104M +$16.7M +19% 12.8% 119% 90 12.22% 2.6
Verdad Advisers
8319
Verdad Advisers
Massachusetts
$104M +$15.6M +18% 21.1% – 276 59.06% 0.3
JRSI
8320
Jeter Robert S II
$104M +$3.96M +4% 12.5% – 48 12.5% 0.2
Strategic Financial Group
8321
Strategic Financial Group
Michigan
$104M +$7.23M +7% 8% – 19 5.26% 0.2
TPW
8322
TOP Private Wealth
Connecticut
$104M – – 13.6% – 139 – 0
AIHC Capital Management
8323
AIHC Capital Management
$104M -$15.4M -13% 43.6% – 5 20% 0.4
Trustees of The University of Pennsylvania
8324
Trustees of The University of Pennsylvania
Pennsylvania
$104M -$193M -65% 26.9% – 6 50% 0.7
Xena Financial Planning
8325
Xena Financial Planning
Oregon
$104M +$15.6M +18% 11.1% – 38 13.16% 0.4