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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
HP
2751
Harvey Partners
New York
$455M +$49.2M +12% 17.4% 174% 38 21.05%
WDL
2752
Well Done LLC
Michigan
$455M -$45.6M -9% 13.5% 77% 203 20.2%
PA
2753
Procyon Advisors
Connecticut
$455M -$30.9M -6% 13% 84.2% 366 20.49%
TP
2754
TenCore Partners
New York
$454M -$148M -25% 27.5% 50.4% 14 7.14%
BIA
2755
Biondo Investment Advisors
Pennsylvania
$454M -$113M -20% 17.8% 83.4% 80 6.25%
DWP
2756
Destiny Wealth Partners
Florida
$454M -$60M -12% 11.2% 63.7% 668 27.54%
CA
2757
Capital Advantage
California
$454M +$18.9M +4% 8.91% 44.4% 46 13.04%
EC
2758
ECP ControlCo
New Jersey
$454M -$134M -23% 24% 42.5% 8 12.5%
CIG
2759
Capricorn Investment Group
California
$453M -$400M -47% 36% 95.9% 14 7.14%
CA
2760
Crewe Advisors
Utah
$453M -$59.7M -12% 16.4% 96.1% 1,172 57.59%
TW
2761
TrinityPoint Wealth
Connecticut
$453M -$99.7M -18% 14.1% 28.4% 322 18.32%
KBFS
2762
Kohmann Bosshard Financial Services
Ohio
$452M -$57.2M -11% 12.4% 42.8% 153 21.57%
APW
2763
Austin Private Wealth
Texas
$452M -$48.9M -10% 14.4% 62.3% 175 31.43%
ANB
2764
Amarillo National Bank
Texas
$452M -$64.8M -13% 13.5% 56.3% 111 10.81%
BWA
2765
BlueSky Wealth Advisors
North Carolina
$451M -$64.2M -12% 11.4% 42.9% 69 11.59%
SCP
2766
Searchlight Capital Partners
New York
$450M -$10.5M -2% 3.26% 38.5% 7 0%
KA
2767
KLCM Advisors
Wisconsin
$449M -$23M -5% 11.4% 122% 128 17.97%
HL
2768
HeadInvest LLC
Maine
$449M -$73.9M -14% 11.3% 59.1% 229 5.68%
ACP
2769
Aviance Capital Partners
Florida
$449M -$95.4M -18% 13.9% 98.2% 280 16.43%
SWPG
2770
Strategic Wealth Partners Group
Illinois
$449M -$76M -14% 16.3% 55 3.64%
CAC
2771
Certified Advisory Corp
Florida
$449M -$22.1M -5% 12.4% 58.2% 261 14.18%
AIM
2772
Arcadia Investment Management
Michigan
$448M -$80.8M -15% 14.1% 83.5% 302 9.27%
PC
2773
Peavine Capital
Nevada
$448M -$64.4M -13% 9.32% 27.7% 16 31.25%
BRF
2774
B. Riley Financial
California
$448M -$131M -23% 27.6% 682% 77 48.05%
CCM
2775
Coerente Capital Management
Ontario, Canada
$448M -$53.2M -11% 10.3% 40% 37 8.11%