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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
RL
3476
RPO LLC
Connecticut
$328M +$36.3M +12% 1.97% 66.2% 225 66.22%
SW
3477
SkyOak Wealth
Michigan
$328M +$30.3M +10% 8.78% 73.4% 268 19.03%
SM
3478
Skaana Management
New York
$328M -$134M -29% 1.4% 269% 208 36.06%
CFM
3479
Capricorn Fund Managers
United Kingdom
$327M -$63.4M -16% 5.01% 169% 124 49.19%
ACM
3480
Altrius Capital Management
North Carolina
$327M +$8.42M +3% 1.71% 43.8% 95 12.63%
FCA
3481
FLC Capital Advisors
California
$327M +$5.55M +2% 4.81% 59.3% 165 11.52%
MAC
3482
Mason & Associates (California)
California
$327M +$13.6M +4% 2.11% 68.5% 86 8.14%
MA
3483
MJP Associates
Connecticut
$327M -$16.4M -5% 4.56% 60.9% 155 22.58%
LGA
3484
Lebenthal Global Advisors
New York
$327M +$23M +8% 2.29% 50.8% 136 23.53%
SWM
3485
Sendero Wealth Management
Texas
$327M +$45.3M +16% 8.45% 86.3% 109 13.76%
GG
3486
GenWealth Group
New Jersey
$326M +$20.7M +7% 7.74% 67.8% 74 10.81%
MAM
3487
Monaco Asset Management
Monaco
$326M -$5.15M -2% 3.61% 120% 89 41.57%
MCM
3488
Monarch Capital Management
Indiana
$326M -$298K -0.1% 2.83% 65% 112 3.57%
LWA
3489
Lineweaver Wealth Advisors
Ohio
$326M -$4.52M -1% 5.7% 61.4% 144 22.22%
WI
3490
WrapManager Inc
California
$325M +$13.7M +4% 6.13% 64.6% 305 17.38%
NAMM
3491
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 10.9% 66.3% 67 13.43%
CCP
3492
Clifford Capital Partners
Utah
$325M -$4.49M -1% 4.77% 77.3% 45 4.44%
RCM
3493
Requisite Capital Management
Texas
$325M +$11.9M +4% 2.64% 41% 81 43.21%
LWMG
3494
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 6.25% 21.1% 109 15.6%
AWM
3495
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 4.87% 60.6% 145 24.83%
NTCM
3496
Nut Tree Capital Management
New York
$324M +$139M +75% 11.6% 101% 10 20%
MCG
3497
McCollum Christoferson Group
New York
$324M +$8.25M +3% 7.99% 47.8% 69 11.59%
SA
3498
SoftVest Advisors
Texas
$324M -$105M -25% 19.8% 178% 5 40%
MWP
3499
Moller Wealth Partners
$324M +$12.9M +4% 3.21% 41.4% 50 6%
MIA
3500
Milestone Investment Advisors
Wisconsin
$324M +$38.7M +14% 5.41% 52.8% 449 74.16%