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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
CA
4301
Centerpoint Advisors
Massachusetts
$196M -$22.4M -10% 15.6% 61.2% 460 15.65%
CRWM
4302
Castle Rock Wealth Management
California
$196M -$21.3M -10% 11.7% 105% 255 23.14%
LK
4303
Lumbard & Kellner
New Hampshire
$196M -$60.2M -24% 8.09% 105% 96 22.92%
OWM
4304
OneAscent Wealth Management
Alabama
$196M -$4.95M -2% 9.14% 36.8% 235 33.19%
PP
4305
Prosperity Planning
Missouri
$196M -$8.57M -4% 11% 40.5% 98 14.29%
ACM
4306
Ategra Capital Management
Virginia
$196M -$32.5M -14% 12.3% 91.1% 107 12.15%
T
4307
TrueFG
Texas
$196M -$24.6M -11% 13.3% 51.4% 37 8.11%
YEPV
4308
Yorktown Energy Partners VIII
New York
$195M -$85.4M -30% 0.91% 15.2% 3 33.33%
RCI
4309
RS Crum Inc
California
$195M +$18.4M +10% 11.1% 37.8% 80 25%
RWM
4310
Rench Wealth Management
Texas
$195M -$24.7M -11% 10.9% 86.4% 40 2.5%
BFWA
4311
Benchmark Financial Wealth Advisors
Florida
$195M -$40.2M -17% 13.8% 70.6% 88 30.68%
FF
4312
Fluent Financial
Texas
$195M -$48.6M -20% 16.1% 42.5% 70 11.43%
LRIC
4313
Long Road Investment Counsel
Michigan
$195M -$27.5M -12% 12.2% 50.3% 73 10.96%
IC
4314
Innealta Capital
Texas
$195M +$23.3M +14% 13.6% 52.1% 73 31.51%
GRIM
4315
Greenhaven Road Investment Management
Connecticut
$195M -$112M -36% 23.2% 76.8% 65 36.92%
CCC
4316
Chelsea Counsel Company
California
$195M -$32.3M -14% 10.9% 94.6% 110 19.09%
P2P
4317
Phase 2 Partners
California
$194M +$41.3M +27% 20.2% 25.1% 31 54.84%
OIS
4318
Okabena Investment Services
Minnesota
$194M -$42.2M -18% 14.9% 58.5% 201 26.87%
MPA
4319
Marvin & Palmer Associates
Delaware
$194M -$27.6M -12% 6.87% 274% 35 40%
DI
4320
DAGCO Inc
Ohio
$194M -$26.5M -12% 11.6% 66.5% 103 8.74%
WHAM
4321
Windmill Hill Asset Management
United Kingdom
$194M -$4.57M -2% 17.3% 86.6% 28 64.29%
TAM
4322
Townsend Asset Management
North Carolina
$194M -$10.9M -5% 13.1% 77% 231 19.91%
LP
4323
Lexington Partners
New York
$194M -$26.4M -12% 10.9% 53.9% 7 14.29%
AC
4324
Almitas Capital
California
$193M +$25.8M +15% 17.5% 85.9% 128 40.63%
TP
4325
Tranquility Partners
Tennessee
$193M -$20.3M -9% 14.8% 67.4% 237 19.41%