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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
AFM
4526
Andesa Financial Management
Pennsylvania
$89.3M -$25.4M -22% 17.2% 73.6% 113 38.05%
WAOTB
4527
Wealth Advisors of Tampa Bay
Florida
$89.2M -$19.3M -18% 20% 73.5% 70 21.43%
LAM
4528
L2 Asset Management
Massachusetts
$89.1M -$25M -22% 18.5% 110% 92 40.22%
SRA
4529
Summit Rock Advisors
New York
$89M -$32.6M -27% 23.2% 6 66.67%
TCM
4530
Tandem Capital Management
New Jersey
$88.8M -$27.7M -24% 21.7% 83.8% 78 14.1%
DLDF
4531
Dan L. Duncan Foundation
Texas
$88.7M -$3.93M -4% 9.21% 11.8% 4 0%
LECM
4532
Lead Edge Capital Management
New York
$88.6M -$60.1M -40% 14.9% 26.7% 6 50%
BA
4533
Ballew Advisors
Mississippi
$88.5M -$28.2M -24% 12.7% 62.3% 98 27.55%
VM
4534
VV Manager
Massachusetts
$88.5M -$37M -29% 16.4% 5 40%
AP
4535
AlpInvest Partners
Netherlands
$88.5M -$29.1M -25% 8.45% 97.5% 32 56.25%
LAIC
4536
Lederer & Associates Investment Counsel
California
$88.4M -$26.7M -23% 16.7% 75.5% 99 31.31%
KCM
4537
Kendall Capital Management
Maryland
$88.4M -$38.7M -30% 24.4% 84.4% 116 14.66%
HFS
4538
HBC Financial Services
Washington
$88.2M -$27.2M -24% 17.9% 12.6% 178 12.36%
IWAG
4539
Integer Wealth Advisors Group
Georgia
$88M -$12.8M -13% 20.7% 69 15.94%
SL
4540
SOF Ltd
Cayman Islands
$87.9M -$54M -38% 38% 63.6% 1 0%
TPW
4541
Tiller Private Wealth
Pennsylvania
$87.9M -$35.7M -29% 23.4% 53.5% 44 27.27%
SC
4542
Steph & Co
Wisconsin
$87.9M -$29.5M -25% 20.4% 56.8% 272 12.87%
HIH
4543
HRS Investment Holdings
New York
$87.9M -$43.2M -33% 20.1% 21.5% 1 0%
OIS
4544
Okabena Investment Services
Minnesota
$87.8M -$19.8M -18% 13.5% 58.5% 78 24.36%
MWM
4545
MorganRosel Wealth Management
Colorado
$87.7M -$44M -33% 17.9% 51.9% 82 30.49%
OCM
4546
Ogborne Capital Management
California
$87.6M -$133M -60% 20.7% 223% 16 62.5%
CP
4547
CornerStone Partners
Virginia
$87.5M -$38.4M -30% 24.7% 12 16.67%
AFA
4548
Abacus FCF Advisors
Florida
$87.5M -$39.1M -31% 13.5% 142% 108 41.67%
IF
4549
Insight Folios
North Carolina
$87.4M -$25.3M -22% 24.9% 32.9% 46 28.26%
LFGH
4550
Lee Financial Group Hawaii
Hawaii
$87.2M -$39.5M -31% 14% 12.9% 31 35.48%