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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
DAL
4201
Delta Air Lines
Georgia
$378M -$65.2M -15% 20.5% 26.9% 3 0%
WAM
4202
Wakefield Asset Management
Colorado
$377M +$8.78M +2% 6.46% 139% 253 37.15%
FP
4203
Fivespan Partners
California
$377M +$12.5M +3% 18.1% 6 33.33%
C
4204
Cliffwater
California
$377M -$99M -21% 4.6% 29.4% 22 9.09%
T
4205
TrueFG
Texas
$377M +$4.59M +1% 0.02% 51.4% 72 5.56%
EFP
4206
EnRich Financial Partners
Wisconsin
$377M +$10.2M +3% 1.33% 64 1.56%
GVCM
4207
Global View Capital Management
Wisconsin
$377M -$160M -30% 0.61% 167 34.13%
LWA
4208
Lifelong Wealth Advisors
Minnesota
$376M -$1.02M -0.3% 2.44% 95 11.58%
MWM
4209
McMill Wealth Management
Nebraska
$376M +$20.5M +6% 0.5% 88 67.05%
SCA
4210
St. Clair Advisors
Ohio
$376M -$11.7M -3% 3.27% 64% 84 5.95%
AIM
4211
Access Investment Management
Georgia
$376M +$3.44M +0.9% 1.76% 183 22.95%
JIC
4212
JRM Investment Counsel
Nebraska
$375M +$29.7M +9% 3.28% 65.5% 22 9.09%
DA
4213
DCF Advisers
Connecticut
$375M +$2.31M +0.6% 1.78% 372% 108 32.41%
CIM
4214
CIM Investment Management
Pennsylvania
$375M -$7.14M -2% 0.51% 88.6% 265 12.08%
PA
4215
Prism Advisors
California
$375M -$561K -0.1% 0.4% 49.9% 83 18.07%
KFP
4216
Keystone Financial Planning
Ohio
$374M +$29.6M +9% 8.62% 34.1% 45 13.33%
SPWM
4217
Straight Path Wealth Management
Michigan
$374M +$3.47M +0.9% 1.87% 70.6% 137 11.68%
BTD
4218
BankPlus Trust Department
Mississippi
$374M -$7.95M -2% 0.34% 487 10.06%
RCP
4219
RIT Capital Partners
United Kingdom
$374M -$73.2M -16% 3.47% 71.4% 14 28.57%
AWM
4220
Able Wealth Management
New Jersey
$374M +$57.9M +18% 1.72% 147 29.25%
HPM
4221
Helix Partners Management
New York
$374M +$76.3M +26% 1.58% 16 43.75%
CAG
4222
Compass Advisory Group
New York
$374M +$3.6M +1% 1.05% 49.2% 88 6.82%
OCM
4223
Once Capital Management
New York
$374M -$114M -23% 4.09% 570% 27 33.33%
WBC
4224
West Branch Capital
Massachusetts
$373M -$14.6M -4% 3.02% 139% 437 18.54%
LWMNY
4225
Landmark Wealth Management (New York)
New York
$373M +$112M +43% 0.36% 37.9% 149 41.61%