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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
SIM
3501
Studio Investment Management
Illinois
$288M -$15.5M -5% 9.57% 41% 199 51.26%
OFCM
3502
One Fin Capital Management
California
$288M +$46.1M +19% 13.3% 75.5% 39 66.67%
BWA
3503
Burt Wealth Advisors
Maryland
$288M -$45.6M -14% 10% 57.3% 104 17.31%
SA
3504
SoftVest Advisors
Texas
$288M +$14.3M +5% 15.8% 146% 8 50%
WFA
3505
Wellspring Financial Advisors
Ohio
$287M -$52.2M -15% 13.9% 77.2% 146 40.41%
CH
3506
Canton Hathaway
Rhode Island
$287M -$70.4M -20% 17.4% 76.5% 267 21.35%
FA
3507
Fermata Advisors
California
$287M +$20M +8% 11.1% 49.3% 206 33.5%
TWM
3508
Thrive Wealth Management
Pennsylvania
$287M -$51.4M -15% 14.2% 73.8% 167 17.96%
LIP
3509
Lighthouse Investment Partners
Florida
$287M +$121M +73% 16.1% 78.5% 82 74.39%
NC
3510
NinePointTwo Capital
California
$286M -$83.2M -23% 11.3% 1.62% 284 52.82%
BS
3511
Bessemer Securities
New York
$286M -$56.8M -17% 15.3% 45% 132 9.85%
AIS
3512
AM Investment Strategies
Tennessee
$286M -$91.3M -24% 18.8% 121% 114 20.18%
CF
3513
CNA Financial
Illinois
$286M -$36.4M -11% 14.2% 50.5% 198 18.18%
SCA
3514
Stokes Capital Advisors
South Carolina
$286M -$57.1M -17% 10.1% 54.5% 89 10.11%
CI
3515
Cavalier Investments
Georgia
$286M -$96.5M -25% 15.8% 154% 105 12.38%
KS
3516
Karpas Strategies
Connecticut
$286M -$31.3M -10% 12.1% 16.1% 124 8.06%
AA
3517
Ashford Advisors
New York
$286M -$18.8M -6% 15.8% 57.3% 17 17.65%
MSA
3518
Mason Street Advisors
Wisconsin
$286M +$116M +68% 12.9% 28.3% 11 9.09%
AMG
3519
Advisors Management Group
Wisconsin
$285M -$10.7M -4% 9.06% 68.9% 148 15.54%
ECM
3520
Endurant Capital Management
California
$285M -$94.6M -25% 5.51% 18.4% 82 62.2%
RP
3521
Rice Partnership
Hawaii
$285M -$61.6M -18% 14.3% 123% 135 15.56%
LTI
3522
Laffer Tengler Investments
Tennessee
$285M -$47.1M -14% 10.3% 96.5% 440 16.14%
MAC
3523
Mason & Associates (California)
California
$285M -$42.6M -13% 8.95% 68.5% 115 31.3%
KFP
3524
Keystone Financial Planning
Ohio
$285M -$14.3M -5% 5.83% 34.1% 49 12.24%
RF
3525
Rollins Financial
Georgia
$284M -$55.8M -16% 20.4% 133 26.32%