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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
HM
5176
Harvest Management
New York
$154M -$12.9M -8% 16.7% 610% 93 75.27%
SC
5177
Steph & Co
Wisconsin
$154M +$10M +7% 5.56% 56.8% 243 7%
SFP
5178
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 5.55% 55.5% 414 10.39%
EIA
5179
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 5.15% 102% 47 6.38%
WC
5180
Wealth CMT
New Jersey
$154M -$15.8M -9% 6.46% 25% 19 26.32%
YAL
5181
Your Advocates Ltd
Texas
$154M +$18.6M +14% 3.41% 50% 155 18.06%
WC
5182
Westhampton Capital
North Carolina
$154M +$9.06M +6% 5.25% 95.6% 110 1.82%
MP
5183
Marlowe Partners
New York
$154M -$15.2M -9% 9.16% 16.3% 9 33.33%
WLPWM
5184
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 6.27% 51.7% 326 5.21%
SP
5185
SWS Partners
Ohio
$154M +$8.35M +6% 10.1% 112% 86 17.44%
HPWA
5186
Hall Private Wealth Advisors
North Carolina
$154M 6.72% 52
AEPV
5187
AH Equity Partners V
California
$154M -$30.2M -16% 16% 2 0%
PC
5188
Pecaut & Co
Iowa
$154M +$14.9M +11% 7.54% 67.6% 84 33.33%
FCMT
5189
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 7.23% 118% 317 14.51%
MA
5190
Mosaic Advisors
Texas
$153M +$35.3M +30% 4.63% 50.9% 43 16.28%
CT
5191
Clearstead Trust
Maine
$153M +$18.2M +14% 9.08% 111% 173 46.82%
IIA
5192
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 5.66% 50.1% 126 1.59%
NFG
5193
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 6.42% 31.6% 50 8%
MI
5194
Merk Investments
California
$153M -$6.85M -4% 2.1% 303% 17 0%
MSKCC
5195
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4.96% 14.8% 4 0%
SFA
5196
Seneca Financial Advisors
New York
$153M +$10.8M +8% 5.9% 47.3% 41 2.44%
SVC
5197
Strycker View Capital
New York
$153M -$2.97M -2% 11.9% 114% 29 72.41%
AAM
5198
Ascension Asset Management
New York
$153M +$9.96M +7% 8.2% 79 1.27%
GWAG
5199
Garrett Wealth Advisory Group
Texas
$153M +$11.3M +8% 7.21% 66.1% 49 2.04%
CMBA
5200
C.M. Bidwell & Associates
Hawaii
$153M +$15.7M +11% 7.21% 70.6% 645 35.81%