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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
CFLC
5026
California First Leasing Corp
California
$230M +$6.24M +3% 2.92% 161% 45 8.89%
SIC
5027
Samalin Investment Counsel
New York
$230M +$15.8M +7% 6.65% 62.8% 295 10.17%
DR
5028
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 2.46% 50% 39 15.38%
RA
5029
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 6.23% 39.1% 119 5.04%
PIP
5030
Palisades Investment Partners
California
$230M +$27.8M +14% 11.3% 43 13.95%
LWMNY
5031
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 6.33% 25.3% 77 37.66%
HC
5032
Hillman Company
Pennsylvania
$229M +$20.9M +10% 13.5% 134% 14 21.43%
WS
5033
Wela Strategies
Georgia
$229M +$14.7M +7% 6.5% 51.3% 54 11.11%
RHI
5034
Richmond Hill Investments
New York
$229M +$13.6M +6% 5.4% 55.2% 4 0%
BFA
5035
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 6.83% 66.3% 101 6.93%
CCM
5036
Consolidated Capital Management
California
$229M +$20M +10% 7.23% 159% 43 27.91%
GWP
5037
Gen-Wealth Partners
Michigan
$229M +$22M +11% 8.49% 730 21.1%
SM
5038
Sensible Money
Arizona
$229M +$23.8M +12% 6.3% 65% 87 6.9%
CPW
5039
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 6.78% 45.8% 121 33.06%
HPC
5040
Highland Peak Capital
Connecticut
$229M -$57.9M -20% 6.04% 150% 32 65.63%
TCM
5041
TAM Capital Management
Connecticut
$229M +$61.9M +37% 9.14% 0.76% 14 57.14%
TAM
5042
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 8.27% 121% 129 28.68%
MFC
5043
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 6.65% 65.2% 249 15.26%
RFS
5044
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 6.62% 50% 41 4.88%
HVCM
5045
Hel Ved Capital Management
Hong Kong
$228M -$138M -38% 1.79% 763% 78 69.23%
IAMH
5046
IvyRock Asset Management (HK)
Hong Kong
$228M -$6.5M -3% 3.31% 103% 26 34.62%
KC
5047
Kepos Capital
New York
$228M -$29.3M -11% 2.07% 22.2% 256 21.09%
WIP
5048
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 5.7% 47.9% 142 5.63%
PPG
5049
Peak Planning Group
Colorado
$228M +$24.7M +12% 4.78% 82.4% 112 9.82%
OAP
5050
One Advisory Partners
Kansas
$228M +$11M +5% 4.87% 54.2% 48 10.42%