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
PI
4051
Pennant Investors
New Jersey
$240M +$40.2M +20% 17
VCM
4052
Verde Capital Management
Michigan
$240M +$30.5M +15% 40
CWM
4053
Chesapeake Wealth Management
Virginia
$240M +$11.4M +5% 157
IG
4054
Inherent Group
New York
$240M +$4.99M +2% 41
NI
4055
Nextech Invest
Switzerland
$240M -$11.8M -5% 14
BAM
4056
Blueshift Asset Management
New Jersey
$239M +$23.8M +11% 487
CMI
4057
Clare Market Investments
Texas
$239M +$25.9M +12% 143
WCM
4058
Whitener Capital Management
North Carolina
$239M +$10.3M +5% 141
NL
4059
Navalign LLC
California
$239M -$3.32M -1% 128
SV
4060
Sapphire Ventures
Texas
$239M -$46.1M -16% 10
DWM
4061
Drive Wealth Management
Utah
$239M +$38.8M +19% 321
RCP
4062
Reverence Capital Partners
New York
$239M +$1.83M +0.8% 2
TWD
4063
True Wealth Design
Ohio
$238M +$22.4M +10% 900
OCM
4064
Oakview Capital Management
Texas
$238M +$4.71M +2% 18
TA
4065
TrueWealth Advisors
Alabama
$238M +$9.76M +4% 197
BCG
4066
Breakwater Capital Group
New Jersey
$238M +$47.2M +25% 192
JCIA
4067
Jackson Creek Investment Advisors
Colorado
$238M +$13.3M +6% 385
FSCM
4068
First Sabrepoint Capital Management
Texas
$238M +$34.1M +17% 33
WFA
4069
Wade Financial Advisory
California
$238M +$17.3M +8% 82
CWA
4070
Canvas Wealth Advisors
Kansas
$238M -$1.12M -0.5% 162
TAS
4071
TIFF Advisory Services
Pennsylvania
$238M -$8.55M -3% 26
MA
4072
MYDA Advisors
New York
$238M +$98.7M +71% 129
DI
4073
Disciplined Investments
Oklahoma
$237M +$33M +16% 1,725
HCM
4074
Heathbridge Capital Management
Ontario, Canada
$237M -$23.4M -9% 31
APA
4075
Astoria Portfolio Advisors
New York
$237M +$23.4M +11% 226