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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
5151
Alteri Wealth
California
$227M -$134M -37% 2.36% 267 14.23%
CAM
5152
CPA Asset Management
Florida
$227M +$12M +6% 2.91% 48.8% 88 15.91%
RP
5153
Repertoire Partners
New York
$227M -$25M -10% 26.1% 37.5% 25 80%
NMC
5154
New Mountain Capital
New York
$227M -$68M -23% 23.1% 64.8% 1 0%
LK
5155
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 5.37% 137% 91 23.08%
SBF
5156
Sara-Bay Financial
Florida
$227M -$43M -16% 13.3% 231% 85 11.76%
MWP
5157
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 1.35% 66.3% 54 11.11%
LWMNY
5158
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 0.58% 37.9% 76 2.63%
CFLC
5159
California First Leasing Corp
California
$227M -$15.9M -7% 4.34% 377% 48 14.58%
MCA
5160
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 0.01% 265 13.96%
HP
5161
HealthInvest Partners
Sweden
$227M +$15.7M +7% 7.77% 41 21.95%
CPCPP
5162
Canada Post Corporation Pension Plan
Canada
$226M -$1.47B -87% 2.25% 459 91.29%
HM
5163
Harvest Management
New York
$226M +$19.3M +9% 24.1% 610% 87 74.71%
TC
5164
Toews Corporation
New Jersey
$226M +$58.1M +35% 2.76% 22% 11 45.45%
WCA
5165
Whetstone Capital Advisors
Kansas
$226M -$83.9M -27% 3.49% 282% 40 55%
RA
5166
Rise Advisors
New York
$226M +$18.4M +9% 1.6% 58.9% 1,580 34.37%
TFA
5167
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 1.59% 68 13.24%
CI
5168
Cherokee Insurance
Michigan
$226M +$5.61M +3% 2.14% 123 2.44%
TFO
5169
Timonier Family Office
North Carolina
$226M +$31.3M +16% 1.1% 50 2%
WF
5170
Warner Financial
Maryland
$226M -$6.55M -3% 1.15% 62.1% 121 12.4%
DIP
5171
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 2.94% 88.9% 157 30.57%
ECML
5172
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 4.59% 93.6% 42 9.52%
SC
5173
Schulhoff & Co
Ohio
$226M -$48.1M -18% 3.05% 51.8% 132 3.79%
EW
5174
Elyxium Wealth
California
$226M +$61.6M +38% 3.82% 158 48.1%
JCA
5175
Juniper Capital Advisors
Texas
$226M -$35.4M -14% 13.6% 1 0%