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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
FL
4076
Fort LP
Maryland
$264M -$44.2M -14% 5.67% 56.8% 300 14.67%
RHI
4077
Richmond Hill Investments
New York
$264M -$41.7M -14% 12.7% 55.2% 10 40%
SKK
4078
Shepherd Kaplan Krochuk
Massachusetts
$264M -$13.3M -5% 8.96% 29.8% 217 21.2%
GPA
4079
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 6.94% 59.1% 98 15.31%
HCA
4080
Hyperion Capital Advisors
New York
$264M -$184M -41% 13.3% 67.8% 63 19.05%
AFA
4081
Arlington Financial Advisors
California
$264M -$31.4M -11% 1.59% 60.7% 81 35.8%
CPFP
4082
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 1.04% 253 22.92%
OBWG
4083
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 4.97% 67.4% 186 20.97%
CFG
4084
Cooper Financial Group
California
$263M -$1.63M -0.6% 3.12% 78.6% 278 28.42%
GGI
4085
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 4.33% 78.9% 160 76.25%
1M
4086
13D Management
New York
$263M +$2.06M +0.8% 3.39% 82.8% 35 22.86%
LRIA
4087
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 4.76% 55.9% 76 13.16%
AWM
4088
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 1.14% 60.6% 95 31.58%
QCI
4089
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 14.2% 155% 23 13.04%
WC
4090
Wynnefield Capital
New York
$262M -$18.1M -6% 7.42% 110% 22 4.55%
TEC
4091
Tiger Eye Capital
Tennessee
$262M -$101M -28% 7.58% 116% 60 33.33%
PFS
4092
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 2.39% 100% 120 5.83%
CFO
4093
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 2.89% 50.1% 201 16.42%
IVM
4094
InterWest Venture Management
California
$262M +$92.6M +55% 28.3% 57.6% 10 20%
MG
4095
MilWealth Group
Wisconsin
$261M -$8.43M -3% 5.64% 29.9% 161 52.17%
CNHF
4096
Conrad N. Hilton Foundation
California
$261M -$52.9M -17% 5.21% 9 66.67%
TCOO
4097
Trust Company of Oklahoma
Oklahoma
$261M -$34.7M -12% 3.48% 88.7% 127 7.09%
TC
4098
Tenere Capital
New York
$261M +$9.21M +4% 7.87% 98.7% 34 58.82%
CS
4099
Cisco Systems
California
$261M +$34.2M +15% 5.26% 212% 6 83.33%
EC
4100
EMJ Capital
Ontario, Canada
$261M +$75.9M +41% 0.98% 43 76.74%