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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)
Logan Stone Capital
3301
Logan Stone Capital
Illinois
$365M +$70.6M +24% 8.2% 43.9% 186 40.32% 0.7
MRCM
3302
M&R Capital Management
New Jersey
$365M -$17.7M -5% 2.77% 52.6% 632 4.75% 4.3
Cyrus J. Lawrence
3303
Cyrus J. Lawrence
New York
$365M -$97.7M -21% 2.49% – 152 18.42% 1.3
LWMG LLC
3304
LWMG LLC
Minnesota
$365M +$7.24M +2% 4.23% – 87 5.75% 0.7
Legacy Capital Wealth Partners
3305
Legacy Capital Wealth Partners
Arkansas
$364M +$244M +203% 1.26% 70.4% 284 86.97% 0.2
CNBTD
3306
Citizens National Bank Trust Department
Mississippi
$364M -$13.7M -4% 2.04% 114% 334 7.49% 2.2
Affinity Capital Advisors
3307
Affinity Capital Advisors
California
$364M -$4.74M -1% 4.59% 72.7% 143 15.38% 2.5
Aprio Wealth Management
3308
Aprio Wealth Management
Georgia
$364M -$462K -0.1% 3.22% 66.1% 199 32.66% 1.2
CPIH
3309
Consolidated Press International Holdings
Australia
$364M +$44.7M +14% 4.01% – 28 21.43% 0.4
Cubic Asset Management
3310
Cubic Asset Management
Massachusetts
$363M -$8.17M -2% 3.06% 40.5% 211 10.43% 5.5
CRA Financial Services
3311
CRA Financial Services
New Jersey
$363M -$6.69M -2% 3.37% 91.9% 214 7.94% 3.1
Wealth Advisors of Tampa Bay
3312
Wealth Advisors of Tampa Bay
Florida
$363M +$181M +99% 5.45% 86.2% 100 25% 2.9
Palo Duro Investment Partners
3313
Palo Duro Investment Partners
Illinois
$363M +$57.9M +19% 13.3% 62.8% 12 58.33% 0.2
Point72 Hong Kong
3314
Point72 Hong Kong
Hong Kong
$363M -$36.7M -9% 12.1% 396% 64 67.19% 0.2
Trivium Point Advisory
3315
Trivium Point Advisory
Connecticut
$363M -$6.59M -2% 2.55% 106% 203 9.36% 2.8
Brian C. Broderick
3316
Brian C. Broderick
$363M -$16.1M -4% 3.33% 98.6% 83 7.23% 6.4
CPH
3317
C Partners Holding
Switzerland
$362M -$165M -31% 2.06% 25.6% 19 5.26% 4.6
Bayview Asset Management
3318
Bayview Asset Management
Florida
$362M -$135M -27% 7.33% 55.4% 13 53.85% 0.6
Seven Post Investment Office
3319
Seven Post Investment Office
California
$362M +$33.4M +10% 1.25% 44.4% 55 5.45% 3
SA
3320
SoftVest Advisors
Texas
$361M +$71.7M +25% 24.1% 178% 7 42.86% 1.7
H2CM
3321
H/2 Credit Manager
Connecticut
$361M +$32.8M +10% 0.96% 97.4% 14 7.14% 1.9
Opes Wealth Management
3322
Opes Wealth Management
California
$361M +$8.42M +2% 5.03% 54.1% 126 7.94% 2.4
Delta Investment Management
3323
Delta Investment Management
California
$361M -$4.14M -1% 1% 65.8% 205 20% 2.1
Cypress Wealth Services
3324
Cypress Wealth Services
California
$361M -$19.8M -5% 3.82% 82.7% 259 11.97% 2
Bienville Capital Management
3325
Bienville Capital Management
New York
$361M +$61.9M +21% 4.21% 36.3% 99 18.18% 3.6