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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
SC
4926
Soundwatch Capital
Connecticut
$147M -$161M -52% 11.9% 68.6% 26 11.54%
FFG
4927
Fullen Financial Group
Ohio
$147M +$16.2M +12% 11.4% 28.4% 56 1.79%
YU
4928
Yale University
Connecticut
$147M +$115M +351% 13.8% 33.7% 14 78.57%
LC
4929
Landaas & Company
Wisconsin
$147M +$15.4M +12% 13.3% 60.3% 64 14.06%
SA
4930
SAIF Advisors
Hong Kong
$147M 10.6% 3
BFA
4931
Brendel Financial Advisors
New Hampshire
$147M +$22.1M +18% 25.3% 126% 94 35.11%
MFG
4932
Monte Financial Group
Connecticut
$147M +$14.7M +11% 15.5% 57.9% 63 12.7%
IPAM
4933
ICICI Prudential Asset Management
India
$147M 13.1% 62.1% 45
RW
4934
Rede Wealth
Virginia
$147M 9.51% 80.9% 92
KFS
4935
Kelly Financial Services
Massachusetts
$147M +$7.55M +5% 11.2% 58.4% 627 10.69%
KCM
4936
Knoll Capital Management
Florida
$147M +$24.7M +20% 21.1% 260% 31 3.23%
SICM
4937
Sustainable Insight Capital Management
New York
$147M 17.1% 150% 111
GWM
4938
Gray Wealth Management
Maine
$147M +$18.9M +15% 10.2% 22.1% 106 10.38%
FRCMI
4939
First Round Capital Management III
Pennsylvania
$146M 31.3% 2
HSWM
4940
Hubbell Strickland Wealth Management
Louisiana
$146M +$18M +14% 12.7% 56.8% 59 1.69%
HA
4941
HC Advisors
Georgia
$146M +$22.3M +18% 12.4% 63.5% 90 18.89%
CCC
4942
Cincinnati Casualty Company
Ohio
$146M +$18M +14% 15.3% 56% 25 4%
PBC
4943
Pavion Blue Capital
California
$146M +$16M +12% 15.1% 77.6% 95 13.68%
OAP
4944
One Advisory Partners
Kansas
$146M +$14.3M +11% 9.6% 54.2% 30 23.33%
CCM
4945
Cribstone Capital Management
Maine
$146M +$23.5M +19% 10.6% 22.4% 371 23.99%
OKSA
4946
O'Keefe Stevens Advisory
New York
$146M +$17.4M +14% 17.9% 216% 39 5.13%
LAM
4947
L2 Asset Management
Massachusetts
$146M +$21.4M +17% 18.9% 128% 87 22.99%
GA
4948
Greytown Advisors
Florida
$145M +$23.9M +20% 14.2% 14.1% 97 25.77%
GAM
4949
Garrison Asset Management
Arkansas
$145M -$44.3M -23% 13.8% 52.1% 108 19.44%
GSEP
4950
Golden State Equity Partners
California
$145M 17.3% 184