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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
CJL
3301
Cyrus J. Lawrence
New York
$365M -$97.7M -21% 2.49% 152 18.42%
LL
3302
LWMG LLC
Minnesota
$365M +$7.24M +2% 4.23% 87 5.75%
LCWP
3303
Legacy Capital Wealth Partners
Arkansas
$364M +$244M +203% 1.26% 69.4% 284 86.97%
CNBTD
3304
Citizens National Bank Trust Department
Mississippi
$364M -$13.7M -4% 2.04% 114% 334 7.49%
ACA
3305
Affinity Capital Advisors
California
$364M -$4.74M -1% 4.59% 62% 143 15.38%
AWM
3306
Aprio Wealth Management
Georgia
$364M -$462K -0.1% 3.22% 60.6% 199 32.66%
CPIH
3307
Consolidated Press International Holdings
Australia
$364M +$44.7M +14% 4.01% 28 21.43%
CAM
3308
Cubic Asset Management
Massachusetts
$363M -$8.17M -2% 3.06% 40.5% 211 10.43%
CFS
3309
CRA Financial Services
New Jersey
$363M -$6.69M -2% 3.37% 78.9% 214 7.94%
WAOTB
3310
Wealth Advisors of Tampa Bay
Florida
$363M +$181M +99% 5.45% 86.2% 100 25%
PDIP
3311
Palo Duro Investment Partners
Illinois
$363M +$57.9M +19% 13.3% 62.8% 12 58.33%
PHK
3312
Point72 Hong Kong
Hong Kong
$363M -$36.7M -9% 12.1% 396% 64 67.19%
TPA
3313
Trivium Point Advisory
Connecticut
$363M -$6.59M -2% 2.55% 106% 203 9.36%
BCB
3314
Brian C. Broderick
$363M -$16.1M -4% 3.33% 98.6% 83 7.23%
CPH
3315
C Partners Holding
Switzerland
$362M -$165M -31% 2.06% 25.6% 19 5.26%
BAM
3316
Bayview Asset Management
Florida
$362M -$135M -27% 7.33% 55.4% 13 53.85%
SPIO
3317
Seven Post Investment Office
California
$362M +$33.4M +10% 1.25% 52.6% 55 5.45%
SA
3318
SoftVest Advisors
Texas
$361M +$71.7M +25% 24.1% 178% 7 42.86%
H2CM
3319
H/2 Credit Manager
Connecticut
$361M +$32.8M +10% 0.96% 97.4% 14 7.14%
OWM
3320
Opes Wealth Management
California
$361M +$8.42M +2% 5.03% 54.1% 126 7.94%
DIM
3321
Delta Investment Management
California
$361M -$4.14M -1% 1% 65.8% 205 20%
CWS
3322
Cypress Wealth Services
California
$361M -$19.8M -5% 3.82% 71.8% 259 11.97%
BCM
3323
Bienville Capital Management
New York
$361M +$61.9M +21% 4.21% 36.3% 99 18.18%
AFIA
3324
America First Investment Advisors
Nebraska
$361M -$11.4M -3% 0.92% 78.2% 98 2.04%
LMGAM
3325
Liberty Mutual Group Asset Management
Massachusetts
$360M -$33.6M -9% 5.25% 47.9% 122 17.21%