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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
NW
3076
Naviter Wealth
Arkansas
$414M +$21M +5% 0.51% 87.1% 238 14.71%
PAM
3077
Peak Asset Management
Colorado
$414M -$18.3M -4% 3.06% 70.1% 142 7.04%
FA
3078
Fagan Associates
New York
$414M +$1.57M +0.4% 1.65% 110% 114 7.02%
FRA
3079
Frank Rimerman Advisors
California
$413M -$5.08M -1% 3.32% 133% 114 13.16%
EP
3080
Eudaimonia Partners
Tennessee
$413M -$31.9M -7% 3.08% 363 13.77%
CPRC
3081
Consolidated Portfolio Review Corp
New York
$412M -$8.53M -2% 3.49% 65.4% 340 15%
CAM
3082
Chandler Asset Management
California
$412M +$30.8M +8% 4.42% 35.6% 23 0%
WLIM
3083
White Lighthouse Investment Management
Massachusetts
$412M -$7.04M -2% 3.53% 55.3% 119 4.2%
SA
3084
Scarborough Advisors
Maryland
$412M -$6.29M -2% 3.87% 58.4% 82 24.39%
CMC
3085
Catterton Management Company
Connecticut
$411M +$375M +1,022% 40.7% 32.9% 5 40%
APG
3086
Abacus Planning Group
South Carolina
$411M -$2.43M -0.6% 3.21% 59.1% 206 11.17%
TS
3087
Twin Securities
New York
$411M +$231M +128% 10.8% 506% 19 73.68%
FA
3088
Faithward Advisors
Pennsylvania
$411M -$22.8M -5% 3.31% 119% 282 17.38%
ICM
3089
Ionic Capital Management
New York
$411M +$60.1M +17% 4.07% 163% 317 40.69%
CAM
3090
Centre Asset Management
New York
$410M -$41.9M -9% 2.02% 45.3% 80 16.25%
SPA
3091
Sentinel Pension Advisors
Massachusetts
$410M -$2.56M -0.6% 3.21% 46.5% 104 9.62%
GIPM
3092
G2 Investment Partners Management
New York
$410M -$3.65M -0.9% 9.52% 1,145% 107 42.99%
LS
3093
Leelyn Smith
Illinois
$410M -$4.16M -1% 2.69% 77.3% 119 13.45%
BRCM
3094
Bright Rock Capital Management
Massachusetts
$409M -$19.5M -5% 1.76% 41.8% 80 10%
TGCMU
3095
Titan Global Capital Management USA
New York
$409M -$12.6M -3% 0.41% 191% 63 9.52%
CS
3096
Cisco Systems
California
$409M +$11.7M +3% 3.91% 212% 4 0%
RF
3097
Rollins Financial
Georgia
$409M +$42.8M +12% 4.2% 116 18.1%
GRA
3098
Goehring & Rozencwajg Associates
New York
$408M +$60.8M +17% 17.5% 148% 50 0%
SF
3099
Symphony Financial
Texas
$408M +$1.03M +0.3% 3.03% 85.7% 191 21.99%
NC
3100
NBW Capital
Massachusetts
$408M -$20.3M -5% 0.2% 86% 117 15.38%