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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
T
4101
Tidemark
California
$393M +$41.6M +12% 0.21% 925 31.46%
IAG
4102
Investment Advisory Group
Massachusetts
$393M +$4.7M +1% 1.14% 61.6% 201 6.97%
OP
4103
Oldfield Partners
United Kingdom
$393M +$40.6M +12% 6.65% 90.3% 20 15%
AC
4104
Arjuna Capital
North Carolina
$393M -$14.9M -4% 2.37% 105% 116 12.93%
WSWA
4105
Warren Street Wealth Advisors
California
$393M +$43.3M +12% 1.19% 75.7% 146 23.97%
ERP
4106
Eldred Rock Partners
Texas
$393M +$7.49M +2% 2.63% 33 9.09%
HFM
4107
Hartford Financial Management
Connecticut
$392M +$7.54M +2% 0.94% 79.6% 359 10.03%
DCM
4108
Divisar Capital Management
California
$392M +$36.5M +10% 25% 111% 28 14.29%
RC
4109
Riposte Capital
New York
$392M -$69.9M -15% 7.97% 370% 43 72.09%
WSC
4110
Wellington Shields & Co
New York
$392M -$13M -3% 0.4% 109% 342 12.28%
SB
4111
Sunflower Bank
Texas
$392M -$4.51M -1% 0.76% 42.7% 161 8.07%
EC
4112
Euclidean Capital
New York
$392M +$22.9M +6% 3.4% 76.3% 12 16.67%
HWP
4113
Highline Wealth Partners
California
$392M +$36.6M +10% 3.2% 82.9% 1,397 30.64%
LFA
4114
Level Financial Advisors
New York
$392M +$13.8M +4% 0.11% 41.5% 97 7.22%
BCM
4115
Boltwood Capital Management
California
$392M +$7.51M +2% 0.87% 56.3% 187 4.28%
HBWM
4116
Hollow Brook Wealth Management
New York
$392M +$5.33M +1% 8.52% 92.8% 81 16.05%
BWM
4117
Buckley Wealth Management
Nevada
$392M +$14.7M +4% 4.49% 88% 109 11.01%
IPW
4118
Inlet Private Wealth
Florida
$392M -$39.6M -9% 1.23% 100% 134 6.72%
TCM
4119
Turas Capital Management
Massachusetts
$392M +$93.3M +31% 24.1% 90 88.89%
CSPIA
4120
Cary Street Partners Investment Advisory
Virginia
$392M +$20.9M +6% 0.23% 84.1% 728 11.81%
BAM
4121
BOS Asset Management
Illinois
$392M +$17.9M +5% 1.16% 67.8% 209 11.48%
MA
4122
Mezzasalma Advisors
New Jersey
$391M -$24.9M -6% 0.26% 194% 171 15.2%
SI
4123
Schusterman Interests
Oklahoma
$391M -$45.7M -10% 1.76% 576% 9 0%
RI
4124
Rinkey Investments
California
$391M -$2.8M -0.7% 0.63% 38.4% 135 11.85%
S
4125
SimplyRich
California
$391M +$8.54M +2% 0.89% 98.3% 239 19.25%