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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
NL
4076
Navalign LLC
California
$396M -$11M -3% 0.56% 50.7% 510 75.1%
LL
4077
LPWM LLC
Minnesota
$396M -$96.1K -0% 1.83% 54.3% 98 15.31%
STT
4078
Singapore Technologies Telemedia
Singapore
$396M +$53M +15% 15.4% 116% 1 0%
IVLAV
4079
Index Venture Life Associates VI
Jersey
$396M +$147M +59% 58.8% 1 0%
PWA
4080
PCG Wealth Advisors
Kansas
$395M +$42.1M +12% 2.24% 71.4% 175 19.43%
KFA
4081
Kelleher Financial Advisors
New York
$395M -$40.9M -9% 3.53% 73.2% 790 20.63%
GPC
4082
Greenstone Partners & Co
California
$395M -$119M -23% 19.5% 492% 12 25%
RBCM
4083
Raub Brock Capital Management
California
$395M -$54M -12% 4.05% 56.3% 44 11.36%
ZCP
4084
Z3 Capital Partners
Virginia
$395M -$21.4M -5% 3.87% 199 10.55%
PP
4085
Prosperity Planning
Missouri
$395M +$12.3M +3% 0.2% 40.5% 112 7.14%
DI
4086
DKRT Investments
$395M +$41.2M +12% 12.1% 50 14%
PCFFS
4087
Pacific Center for Financial Services
California
$394M +$2.17M +0.6% 1.03% 43.4% 528 12.88%
PFM
4088
Peak Financial Management
Massachusetts
$394M +$6.17M +2% 0.65% 51.8% 103 7.77%
RWA
4089
Roberts Wealth Advisors
California
$394M +$10.7M +3% 1% 73.2% 113 15.04%
ASW
4090
Astoria Strategic Wealth
Texas
$394M -$3.41M -0.9% 1.3% 42.1% 37 5.41%
FIG
4091
Fortress Investment Group
New York
$394M -$32.4M -8% 4.92% 83% 55 70.91%
SILC
4092
Starr Indemnity & Liability Company
New York
$394M +$41.5M +12% 6.45% 4 0%
T
4093
Tidemark
California
$393M +$41.6M +12% 0.21% 925 31.46%
IAG
4094
Investment Advisory Group
Massachusetts
$393M +$4.7M +1% 1.14% 50.3% 201 6.97%
OP
4095
Oldfield Partners
United Kingdom
$393M +$40.6M +12% 6.65% 90.3% 20 15%
AC
4096
Arjuna Capital
North Carolina
$393M -$14.9M -4% 2.37% 74.9% 116 12.93%
WSWA
4097
Warren Street Wealth Advisors
California
$393M +$43.3M +12% 1.19% 75.7% 146 23.97%
ERP
4098
Eldred Rock Partners
Texas
$393M +$7.49M +2% 2.63% 33 9.09%
HFM
4099
Hartford Financial Management
Connecticut
$392M +$7.54M +2% 0.94% 79.6% 359 10.03%
DCM
4100
Divisar Capital Management
California
$392M +$36.5M +10% 25% 111% 28 14.29%