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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
4376
Claar Advisors
New York
$297M -$14M -5% 4.84% 65.5% 24 16.67%
WFA
4377
Wade Financial Advisory
California
$297M +$19.3M +7% 6.27% 15.9% 82 2.44%
GCM
4378
Goldstream Capital Management
Hong Kong
$297M -$125M -30% 3.6% 686% 54 53.7%
BPCM
4379
Beach Point Capital Management
California
$297M +$14.5M +5% 9.43% 110% 10 20%
CCP
4380
Caden Capital Partners
California
$297M +$20.1M +7% 8.49% 19.1% 15 33.33%
BCP
4381
Bayberry Capital Partners
New York
$297M -$202M -41% 14.9% 99.7% 26 38.46%
3CP
4382
3G Capital Partners
New York
$296M +$36.5M +14% 17.9% 351% 15 20%
VAG
4383
VisionPoint Advisory Group
Texas
$296M +$14.9M +5% 6.66% 74.2% 824 71%
DDSF
4384
Diana Davis Spencer Foundation
Maryland
$296M +$13.7M +5% 4.87% 13.4% 4 0%
ACM
4385
Arcataur Capital Management
Wisconsin
$296M +$15.1M +5% 6.52% 60% 98 2.04%
WRM
4386
Weybosset Research & Management
Rhode Island
$295M +$28.6M +11% 8.41% 73.4% 55 20%
AIM
4387
AMI Investment Management
Indiana
$295M +$8.85M +3% 4.63% 47.9% 73 9.59%
QPW
4388
Quantum Private Wealth
Florida
$295M +$13.5M +5% 6.94% 219% 196 10.2%
PC
4389
Packer & Co
Australia
$295M +$1.06M +0.4% 4.41% 3 0%
FP
4390
Fiduciary Planning
Florida
$295M +$15.2M +5% 3.84% 65.5% 64 10.94%
NC
4391
Nokomis Capital
Texas
$294M +$13.4M +5% 12.2% 145% 62 20.97%
KA
4392
Kerrisdale Advisers
Florida
$294M -$25.4M -8% 5.17% 78.8% 106 20.75%
LFGO
4393
Legacy Financial Group (Oklahoma)
Oklahoma
$294M +$30M +11% 5.55% 58.7% 82 15.85%
BFA
4394
Beacon Financial Advisory
Ohio
$294M +$26.2M +10% 6.59% 68.1% 318 14.78%
PVM
4395
Palogic Value Management
Texas
$294M +$58.1M +25% 2.74% 31% 188 18.62%
FFA
4396
Fairfield Financial Advisors
Massachusetts
$294M -$46.1M -14% 1.94% 301 7.31%
WFI
4397
West Family Investments
California
$294M -$39.8M -12% 7.04% 116% 307 22.48%
MLM
4398
Mount Lucas Management
Pennsylvania
$294M -$55.8M -16% 14.6% 109% 165 17.58%
SWA
4399
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 9.9% 56.3% 32 18.75%
MPW
4400
Monterey Private Wealth
California
$294M +$26M +10% 6.99% 29.8% 130 13.85%