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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
AW
4801
Alteri Wealth
California
$309M +$17.5M +6% 4.07% 294 6.8%
GPP
4802
Great Point Partners
Connecticut
$308M +$65.9M +27% 21.4% 554% 42 59.52%
EPIME
4803
Evelyn Partners Investment Management (Europe)
$308M +$19.7M +7% 3.02% 188 6.38%
RS
4804
Rakuten Securities
Japan
$308M +$37.2M +14% 5% 987 17.93%
CC
4805
Cederberg Capital
United Kingdom
$308M -$42.3M -12% 6.63% 103% 10 10%
CFLC
4806
California First Leasing Corp
California
$308M +$34.8M +13% 15.3% 161% 46 6.52%
CIC
4807
Concord Investment Counsel
California
$308M -$7.1M -2% 3.04% 40 2.5%
CPW
4808
Crestmont Private Wealth
Texas
$308M +$5.06M +2% 1.64% 45.8% 104 17.31%
TAFW
4809
Tred Avon Family Wealth
Maryland
$307M +$16.3M +6% 2.32% 267 14.98%
LAM
4810
Lifestyle Asset Management
Texas
$307M +$14.5M +5% 2.16% 82.6% 150 18%
JA
4811
JVL Associates
Michigan
$307M +$5.09M +2% 2.51% 73.3% 67 10.45%
JAM
4812
JW Asset Management
Florida
$307M +$98.8M +47% 58.9% 126% 22 40.91%
A
4813
Argentarii
Ohio
$307M +$56.4M +22% 3.42% 209 24.88%
CP
4814
Canopy Partners
Ohio
$307M +$7.6M +3% 3.62% 259 11.58%
GB
4815
Goepper Burkhardt
South Carolina
$307M +$13.5M +5% 1.71% 43.8% 109 11.93%
FFA
4816
Fairfield Financial Advisors
Massachusetts
$307M +$9.89M +3% 4.69% 73 4.11%
RA
4817
Resolute Advisors
California
$307M -$82.8M -21% 2.17% 38.3% 80 15%
TI
4818
TTP Investments
California
$307M -$38.4M -11% 2.74% 197% 49 26.53%
YAL
4819
Your Advocates Ltd
Texas
$306M +$7.97M +3% 2.86% 42.5% 248 14.52%
FCT
4820
Family Capital Trust
Massachusetts
$306M +$7.39M +2% 3.79% 32.3% 92 7.61%
JCM
4821
Jacobsen Capital Management
Utah
$306M +$11.1M +4% 3.94% 86.7% 127 9.45%
FC
4822
Fore Capital
New York
$306M -$42.5M -12% 5.95% 26.1% 77 57.14%
AWM
4823
Act Wealth Management
Texas
$306M +$20.4M +7% 2.44% 66.7% 65 18.46%
RIA
4824
Realta Investment Advisors
Delaware
$306M +$6.43M +2% 3.6% 126% 379 21.9%
SCM
4825
Sandler Capital Management
New York
$305M -$35.2M -10% 8.92% 288% 201 58.21%