We are live on ! Find out more

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
SBF
5051
Sara-Bay Financial
Florida
$227M -$43M -16% 13.3% 231% 85 11.76%
MWP
5052
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 1.35% 66.3% 54 11.11%
LWMNY
5053
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 0.58% 25.3% 76 2.63%
CFLC
5054
California First Leasing Corp
California
$227M -$15.9M -7% 4.34% 161% 48 14.58%
MCA
5055
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 0.01% 265 13.96%
HP
5056
HealthInvest Partners
Sweden
$227M +$15.7M +7% 7.77% 41 21.95%
HM
5057
Harvest Management
New York
$226M +$19.3M +9% 24.1% 609% 87 74.71%
TC
5058
Toews Corporation
New Jersey
$226M +$58.1M +35% 2.76% 14.4% 11 45.45%
WCA
5059
Whetstone Capital Advisors
Kansas
$226M -$83.9M -27% 3.49% 201% 40 55%
RA
5060
Rise Advisors
New York
$226M +$18.4M +9% 1.6% 58.9% 1,580 34.37%
TFA
5061
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 1.59% 68 13.24%
CI
5062
Cherokee Insurance
Michigan
$226M +$5.61M +3% 2.14% 123 2.44%
TFO
5063
Timonier Family Office
North Carolina
$226M +$31.3M +16% 1.1% 50 2%
WF
5064
Warner Financial
Maryland
$226M -$6.55M -3% 1.15% 62.1% 121 12.4%
DIP
5065
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 2.94% 64.6% 157 30.57%
ECML
5066
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 4.59% 93.6% 42 9.52%
SC
5067
Schulhoff & Co
Ohio
$226M -$48.1M -18% 3.05% 42.7% 132 3.79%
EW
5068
Elyxium Wealth
California
$226M +$61.6M +38% 3.82% 158 48.1%
JCA
5069
Juniper Capital Advisors
Texas
$226M -$35.4M -14% 13.6% 1 0%
WFG
5070
Wills Financial Group
Virginia
$226M -$6.06M -3% 0.51% 51.7% 67 10.45%
LVIA
5071
Lind Value II ApS
Denmark
$225M +$171K +0.1% 12.8% 11 54.55%
RFG
5072
Range Financial Group
Oregon
$225M +$8.47M +4% 1.57% 188% 207 25.12%
GCM
5073
Goldstream Capital Management
Hong Kong
$225M -$131M -37% 10.9% 403% 50 20%
CIA
5074
Corigliano Investment Advisers
North Carolina
$225M +$16.4M +8% 2.22% 56 75%
SF
5075
Slagle Financial
Illinois
$225M +$3.09M +1% 1.06% 77.9% 108 10.19%