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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
DL
4076
Dockside LLC
New York
$397M +$7.91M +2% 0% 360 100%
ECA
4077
Elevated Capital Advisors
Utah
$397M -$31.7M -7% 0.88% 46% 889 11.7%
LSA
4078
Lansing Street Advisors
Pennsylvania
$397M +$5.57M +1% 1.75% 167 25.75%
TPWA
4079
Twin Peaks Wealth Advisors
California
$397M +$53.9M +16% 2.77% 2,369 92.02%
RH
4080
RFG Holdings
Texas
$397M -$1.93M -0.5% 2.87% 72.3% 73 13.7%
LCG
4081
Lisanti Capital Growth
New York
$397M -$25.2M -6% 22.1% 1,490% 154 61.69%
GF
4082
Gray Foundation
New York
$397M -$1.78M -0.4% 0.13% 11 0%
PIM
4083
Platinum Investment Management
Australia
$397M -$35.9M -8% 2.4% 190% 130 36.15%
EH
4084
EMG Holdings
Connecticut
$397M +$261M +193% 11.9% 5.25% 38 60.53%
NL
4085
Navalign LLC
California
$396M -$11M -3% 0.56% 50.7% 510 75.1%
LL
4086
LPWM LLC
Minnesota
$396M -$96.1K -0% 1.83% 54.3% 98 15.31%
STT
4087
Singapore Technologies Telemedia
Singapore
$396M +$53M +15% 15.4% 173% 1 0%
IVLAV
4088
Index Venture Life Associates VI
Jersey
$396M +$147M +59% 58.8% 1 0%
PWA
4089
PCG Wealth Advisors
Kansas
$395M +$42.1M +12% 2.24% 87% 175 19.43%
KFA
4090
Kelleher Financial Advisors
New York
$395M -$40.9M -9% 3.53% 72.4% 790 20.63%
GPC
4091
Greenstone Partners & Co
California
$395M -$119M -23% 19.5% 527% 12 25%
RBCM
4092
Raub Brock Capital Management
California
$395M -$54M -12% 4.05% 56.3% 44 11.36%
ZCP
4093
Z3 Capital Partners
Virginia
$395M -$21.4M -5% 3.87% 199 10.55%
PP
4094
Prosperity Planning
Missouri
$395M +$12.3M +3% 0.2% 40.5% 112 7.14%
DI
4095
DKRT Investments
$395M +$41.2M +12% 12.1% 50 14%
PCFFS
4096
Pacific Center for Financial Services
California
$394M +$2.17M +0.6% 1.03% 54.7% 528 12.88%
PFM
4097
Peak Financial Management
Massachusetts
$394M +$6.17M +2% 0.65% 51.8% 103 7.77%
RWA
4098
Roberts Wealth Advisors
California
$394M +$10.7M +3% 1% 73.2% 113 15.04%
ASW
4099
Astoria Strategic Wealth
Texas
$394M -$3.41M -0.9% 1.3% 42.1% 37 5.41%
FIG
4100
Fortress Investment Group
New York
$394M -$32.4M -8% 4.92% 83% 55 70.91%