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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)
HughesLittle Investment Management
3476
HughesLittle Investment Management
$329M -$10.1M -3% 9.67% 106% 16 0% 4.9
Stordahl Capital Management
3477
Stordahl Capital Management
Colorado
$328M +$23.1M +8% 4.86% 54% 56 12.5% 3.5
TLP
3478
Tri Locum Partners
New York
$328M +$81.1M +33% 11.8% 357% 97 76.29% 0.3
RL
3479
RPO LLC
Connecticut
$328M +$36.3M +12% 1.97% 66.2% 225 66.22% 0.2
SkyOak Wealth
3480
SkyOak Wealth
Michigan
$328M +$30.3M +10% 8.78% 80.7% 268 19.03% 2
Skaana Management
3481
Skaana Management
New York
$328M -$134M -29% 1.4% 269% 208 36.06% 0.4
Capricorn Fund Managers
3482
Capricorn Fund Managers
United Kingdom
$327M -$63.4M -16% 5.01% 173% 124 49.19% 0.4
Altrius Capital Management
3483
Altrius Capital Management
North Carolina
$327M +$8.42M +3% 1.71% 43.1% 95 12.63% 0.7
FCA
3484
FLC Capital Advisors
California
$327M +$5.55M +2% 4.81% 59.3% 165 11.52% 2.6
Mason & Associates (California)
3485
Mason & Associates (California)
California
$327M +$13.6M +4% 2.11% 68.5% 86 8.14% 1
MJP Associates
3486
MJP Associates
Connecticut
$327M -$16.4M -5% 4.56% 60.9% 155 22.58% 1.5
Lebenthal Global Advisors
3487
Lebenthal Global Advisors
New York
$327M +$23M +8% 2.29% 57.2% 136 23.53% 1.3
Sendero Wealth Management
3488
Sendero Wealth Management
Texas
$327M +$45.3M +16% 8.45% 99.2% 109 13.76% 0.7
GenWealth Group
3489
GenWealth Group
New Jersey
$326M +$20.7M +7% 7.74% 73.9% 74 10.81% 3.5
Monaco Asset Management
3490
Monaco Asset Management
Monaco
$326M -$5.15M -2% 3.61% 120% 89 41.57% 0.8
Monarch Capital Management
3491
Monarch Capital Management
Indiana
$326M -$298K -0.1% 2.83% 77% 112 3.57% 7.1
Lineweaver Wealth Advisors
3492
Lineweaver Wealth Advisors
Ohio
$326M -$4.52M -1% 5.7% 68.4% 144 22.22% 1.8
WrapManager Inc
3493
WrapManager Inc
California
$325M +$13.7M +4% 6.13% 64.6% 305 17.38% 3
NorthStar Asset Management (Massachusetts)
3494
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 10.9% 66.3% 67 13.43% 1.8
Clifford Capital Partners
3495
Clifford Capital Partners
Utah
$325M -$4.49M -1% 4.77% 77.3% 45 4.44% 3
Requisite Capital Management
3496
Requisite Capital Management
Texas
$325M +$11.9M +4% 2.64% 41% 81 43.21% 1.5
Levy Wealth Management Group
3497
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 6.25% 21.1% 109 15.6% 1.3
Aprio Wealth Management
3498
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 4.87% 66.1% 145 24.83% 1.3
NTCM
3499
Nut Tree Capital Management
New York
$324M +$139M +75% 11.6% 101% 10 20% 1.4
MCG
3500
McCollum Christoferson Group
New York
$324M +$8.25M +3% 7.99% 59.4% 69 11.59% 3.8