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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
LK
4026
Lumbard & Kellner
New Hampshire
$258M -$26M -9% 6.24% 105% 108 12.04%
WWP
4027
Waypoint Wealth Partners
California
$258M +$121M +88% 2.27% 52.1% 43 13.95%
EE
4028
EWG Elevate
California
$258M +$32.1M +14% 6.01% 76% 93 31.18%
CCM
4029
Crestwood Capital Management
New York
$258M +$48.5M +23% 9.77% 129% 23 34.78%
SDAM
4030
Shulman DeMeo Asset Management
New York
$258M -$109M -30% 8.13% 70.1% 148 67.57%
GPA
4031
Guidance Point Advisors
Massachusetts
$258M +$16.3M +7% 4.06% 59.1% 88 4.55%
CIA
4032
Compass Ion Advisors
Pennsylvania
$257M +$14.4M +6% 5.24% 56.7% 100 25%
KAM
4033
Knightsbridge Asset Management
California
$257M +$20.8M +9% 8.84% 105% 70 15.71%
LWM
4034
Liberty Wealth Management
California
$257M +$52.4M +26% 6.74% 55.5% 1,219 24.77%
RDWM
4035
Red Door Wealth Management
Tennessee
$257M +$61M +31% 7.81% 100% 666 82.43%
CP
4036
CPV Partners
Connecticut
$257M +$81.7M +47% 54.2% 149% 4 25%
WCM
4037
Weik Capital Management
Pennsylvania
$257M +$20.8M +9% 7.14% 67.4% 117 6.84%
SHIM
4038
Stone House Investment Management
Pennsylvania
$257M +$58M +29% 5.37% 40.1% 50 54%
IFO
4039
Independent Family Office
New York
$256M +$1.65M +0.6% 6.09% 66.8% 70 21.43%
MFM
4040
Mohican Financial Management
Connecticut
$256M +$102M +66% 0% 0% 73 34.25%
BDF
4041
Black Diamond Financial
Maryland
$256M +$20.3M +9% 6.36% 50.7% 90 10%
FRA
4042
Frank Rimerman Advisors
California
$256M +$29.9M +13% 10.6% 133% 89 14.61%
W
4043
WealthOne
New York
$256M +$23.2M +10% 6.25% 23.4% 142 27.46%
SA
4044
SoftVest Advisors
Texas
$256M -$83.2M -25% 4.2% 146% 11 36.36%
AWP
4045
Abacus Wealth Partners
California
$255M +$115M +82% 3.45% 46% 126 21.43%
WCM
4046
Wisconsin Capital Management
Wisconsin
$255M +$13.1M +5% 12.4% 153% 59 13.56%
KP
4047
Kuvari Partners
United Kingdom
$255M +$151M +145% 0.84% 9 77.78%
BP
4048
Bandera Partners
New York
$255M +$834K +0.3% 38.8% 27.6% 18 0%
HFS
4049
Howard Financial Services
Texas
$255M +$32.6M +15% 6.94% 50.2% 134 14.18%
BS
4050
Bessemer Securities
New York
$255M +$18.7M +8% 9.33% 45% 126 7.14%