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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
1NWS
5176
1 North Wealth Services
Maryland
$216M -$20M -8% 0.6% 276 76.81%
TAM
5177
Tealwood Asset Management
Minnesota
$216M -$25.7M -11% 0.59% 121% 144 17.36%
ACM
5178
Alight Capital Management
New York
$216M -$90.3M -29% 7.48% 311% 71 57.75%
MCA
5179
Mendon Capital Advisors
Florida
$216M +$12.9M +6% 6.21% 59 35.59%
IFPG
5180
Intrepid Financial Planning Group
Indiana
$216M -$20.8M -9% 3.72% 64.1% 129 13.95%
FI
5181
FIDELIS iM
Oregon
$216M +$12.2M +6% 1.1% 40.1% 23 13.04%
WMP
5182
Wealth Management Partners
Arizona
$216M -$15.8M -7% 5.34% 179% 123 15.45%
HCM
5183
Hall Capital Management
Rhode Island
$216M +$1.49M +0.7% 0.47% 105 16.19%
DJC
5184
Daily Journal Corp
California
$216M +$6.33M +3% 5.5% 108% 4 0%
FCP
5185
Fosse Capital Partners
United Kingdom
$216M -$54.5M -20% 9.62% 68.6% 3 0%
TWM
5186
Trueblood Wealth Management
Ohio
$216M +$12.7M +6% 0.82% 243 10.7%
IAM
5187
Infusive Asset Management
New York
$216M -$9M -4% 3% 40.1% 42 21.43%
KIG
5188
Kennedy Investment Group
New Jersey
$215M -$5.58M -3% 3.6% 84.8% 132 12.12%
MLA
5189
MB, Levis & Associates
Pennsylvania
$215M +$15.7M +8% 0.46% 40% 296 6.08%
PPWM
5190
Paragon Private Wealth Management
Kentucky
$215M -$1.31M -0.6% 3.35% 93.9% 196 22.96%
SSWM
5191
Strait & Sound Wealth Management
California
$215M -$501K -0.2% 2.92% 74.6% 159 16.98%
WI
5192
WJ Interests
Texas
$215M +$7.74M +4% 0.36% 50.6% 23 30.43%
NL
5193
NKCFO LLC
Illinois
$215M -$12.4M -5% 12.4% 202% 133 57.89%
FFP
5194
Freedom Financial Partners
Minnesota
$215M +$7.44M +4% 1.65% 79 16.46%
CCM
5195
Colorado Capital Management
Colorado
$215M +$8.21M +4% 2.36% 53.4% 103 15.53%
SPA
5196
Sherbrooke Park Advisers
New York
$215M -$98.7M -31% 6.04% 9.59% 988 70.34%
CPM
5197
Crescent Park Management
California
$215M -$46.5M -18% 14.4% 89.3% 37 8.11%
MAS
5198
Madden Advisory Services
Florida
$215M -$835K -0.4% 1.19% 44.7% 101 1.98%
LSC
5199
Logan Stone Capital
Illinois
$215M -$84.1M -28% 1.45% 34.1% 120 46.67%
MPPW
5200
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$418K +0.2% 1.62% 75.2% 148 3.38%