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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
ANRF
2576
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 2.92% 43% 55 1.82%
AI
2577
Aperture Investors
New York
$685M -$96.5M -12% 0.06% 211% 93 32.26%
MWA
2578
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 2.19% 68% 163 41.72%
GC
2579
Gilbert & Cook
Iowa
$684M -$49.7M -7% 1.87% 63.2% 229 10.92%
LP
2580
LGL Partners
Pennsylvania
$684M +$87.1M +15% 2.65% 68.9% 120 19.17%
LA
2581
LVW Advisors
New York
$684M +$93.2M +16% 2.89% 71.5% 315 15.24%
AIA
2582
Arbor Investment Advisors
North Carolina
$684M +$820K +0.1% 0.47% 44.3% 115 15.65%
AWP
2583
Ascent Wealth Partners
New York
$683M +$9.4M +1% 3.35% 94.4% 167 10.78%
GGH
2584
GCM Grosvenor Holdings
Illinois
$683M +$27.2M +4% 5.16% 78.7% 22 13.64%
AWM
2585
Avitas Wealth Management
California
$683M +$24.6M +4% 6.6% 56.2% 213 8.92%
BFC
2586
Bedel Financial Consulting
Indiana
$682M +$44.8M +7% 8.07% 104% 260 6.15%
KWM
2587
Keebeck Wealth Management
Illinois
$682M +$1.88M +0.3% 3.35% 81.3% 287 12.54%
LG
2588
LaFleur & Godfrey
Michigan
$682M +$5.99M +0.9% 1.58% 85.2% 141 8.51%
MCM
2589
Multicoin Capital Management
Texas
$681M +$44.2M +7% 1.21% 3 0%
CSPAM
2590
Cary Street Partners Asset Management
Virginia
$681M +$36.1M +6% 0.26% 25.3% 210 11.43%
AAP
2591
Ardsley Advisory Partners
Connecticut
$681M -$15.3M -2% 6.14% 555% 188 59.57%
MA
2592
MONECO Advisors
Connecticut
$680M +$50.5M +8% 2.11% 70.5% 450 16.67%
CFG
2593
Cooper Financial Group
California
$680M +$71.7M +12% 2.93% 78.6% 398 18.84%
PP
2594
Passaic Partners
New Jersey
$680M -$13.5M -2% 1.44% 53.2% 11 0%
NCA
2595
Newbrook Capital Advisors
New York
$680M -$91.2M -12% 4.46% 299% 21 23.81%
PFGIA
2596
Patriot Financial Group Insurance Agency
Massachusetts
$680M +$50.7M +8% 2.96% 87% 518 14.09%
LMGAM
2597
Liberty Mutual Group Asset Management
Massachusetts
$679M +$328M +94% 0.46% 47.9% 131 19.08%
GCM
2598
Greenland Capital Management
New York
$679M -$218M -24% 3.23% 210% 501 67.86%
BPAMU
2599
BTG Pactual Asset Management US
New York
$679M 2.2% 132
FIS
2600
FCPM III Services
Netherlands
$678M -$29.2M -4% 2.74% 7 14.29%