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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
RBGI
4926
Ribbit Bullfrog GP II
California
$179M +$40.1M +29% 13.8% 4 0%
SWM
4927
Soundmark Wealth Management
Washington
$179M +$12.2M +7% 4.41% 17.2% 62 8.06%
CRI
4928
Commonwealth Retirement Investments
Virginia
$179M +$10.7M +6% 5.06% 70.1% 69 23.19%
LK
4929
Lumbard & Kellner
New Hampshire
$179M -$19.5M -10% 2.96% 105% 95 29.47%
FDS
4930
First Dallas Securities
Texas
$179M +$9.74M +6% 6.86% 134% 129 11.63%
WCA
4931
Whetstone Capital Advisors
Kansas
$179M +$24.1M +16% 9.84% 201% 43 25.58%
SV
4932
Stilwell Value
New York
$179M -$72.2K -0% 7.3% 93.8% 41 9.76%
BAG
4933
Briggs Advisory Group
Rhode Island
$179M +$10.3M +6% 5.02% 57 3.51%
VF
4934
VitalStone Financial
Texas
$179M +$57.8M +48% 1.56% 1,099 29.39%
LFA
4935
Level Financial Advisors
New York
$179M +$12.5M +7% 3.31% 41.5% 289 16.61%
MS
4936
Marshall & Sullivan
Washington
$179M +$13.9M +8% 8.6% 82% 39 2.56%
CIA
4937
Cape Investment Advisory
Georgia
$179M +$14.9M +9% 6.74% 65.2% 994 11.57%
IVSFI
4938
IA Venture Strategies Fund II
New York
$179M -$112M -38% 2.54% 375% 2 0%
FC
4939
Fusion Capital
South Carolina
$179M +$4.23M +2% 6.49% 73.5% 75 5.33%
ECML
4940
Eagle Capital Management (Louisiana)
Louisiana
$179M +$25.8M +17% 8.94% 93.6% 33 3.03%
PAM
4941
Pinpoint Asset Management
Hong Kong
$179M -$195M -52% 3.73% 185% 92 65.22%
AFS
4942
Amtrust Financial Services
New York
$179M -$13.5M -7% 5.48% 53.8% 19 21.05%
KCP
4943
Kaizen Capital Partners
Hong Kong
$179M +$9.5M +6% 8.45% 10 60%
LIA
4944
Luken Investment Analytics
Tennessee
$179M +$8.53M +5% 4.76% 47.6% 151 12.58%
ATIA
4945
American Trust Investment Advisors
New Hampshire
$179M +$12.4M +7% 8.07% 81.1% 84 8.33%
RPCA
4946
Running Point Capital Advisors
California
$179M +$13.5M +8% 5.72% 52.1% 157 9.55%
BCM
4947
Bond Capital Management
California
$179M -$4.99M -3% 0.79% 28.9% 5 0%
OFM
4948
Omega Fund Management
Massachusetts
$178M +$25.2M +16% 35% 112% 14 14.29%
LIA
4949
LSP Investment Advisors
New York
$178M +$323K +0.2% 4.06% 104% 26 19.23%
HFA
4950
Harbert Fund Advisors
Alabama
$178M +$27.1M +18% 8.74% 70.8% 59 42.37%