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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
APIM
5476
Agate Pass Investment Management
Washington
$188M +$1.62M +0.9% 0.73% 68% 97 5.15%
HP
5477
Harbourvest Partners
Massachusetts
$188M -$31.4M -14% 5.37% 8.96% 48 16.67%
DI
5478
Disciplined Investments
Oklahoma
$188M +$4.5M +2% 0.39% 51.4% 129 14.73%
FCM
5479
Fogel Capital Management
Florida
$188M +$17.7M +10% 5.39% 42 16.67%
LFPWM
5480
Leicht Financial Planning & Wealth Management
New Jersey
$188M +$5.33M +3% 1.67% 46.3% 20 5%
MRCM
5481
Mill Road Capital Management
Connecticut
$188M -$42.4M -18% 12% 85.1% 24 16.67%
BWM
5482
Benchmark Wealth Management
Connecticut
$188M +$4.21M +2% 1.29% 42.7% 51 3.92%
SL
5483
SIB LLC
New York
$188M -$24.5M -12% 9.54% 29.2% 19 0%
IAG
5484
Investmark Advisory Group
Connecticut
$188M +$5.16M +3% 2.5% 65.1% 121 9.09%
CL
5485
COWA LLC
Oklahoma
$187M +$17.8M +10% 0.32% 65.5% 137 21.17%
HP
5486
Holowesko Partners
Bahamas
$187M -$81.1M -30% 1.6% 51.1% 30 23.33%
RP
5487
Raelipskie Partnership
Ontario, Canada
$187M +$11.9M +7% 1.8% 106 7.55%
LA
5488
Lindenwold Advisors
Pennsylvania
$187M +$371K +0.2% 2.04% 75% 123 13.82%
MPCL
5489
My Personal CFO LLC
Washington
$187M +$13.8M +8% 2.65% 67.3% 103 7.77%
NPI
5490
New Perspectives Inc
Mississippi
$187M +$6.73M +4% 2.18% 32 9.38%
TAM
5491
Tabor Asset Management
New York
$187M -$53M -22% 2.27% 215% 59 66.1%
IIM
5492
Ironwood Investment Management
Massachusetts
$187M -$17.9M -9% 0.44% 164% 182 11.54%
OCP
5493
Oakcliff Capital Partners
New York
$187M +$20.1M +12% 5.48% 133% 11 18.18%
BCM
5494
Brightlight Capital Management
Connecticut
$187M +$10M +6% 7.18% 202% 12 0%
AI
5495
Acuitas Investments
Washington
$187M -$11.4M -6% 2.08% 145% 134 20.15%
CAM
5496
CPA Asset Management
Florida
$187M +$8.13M +5% 0.71% 48.8% 79 6.33%
GBWM
5497
Granite Bay Wealth Management
New Hampshire
$187M +$10.9M +6% 0.83% 84 32.14%
AFM
5498
Abbot Financial Management
Massachusetts
$187M +$5.41M +3% 4.58% 102% 130 6.15%
TWA
5499
Tandem Wealth Advisors
Arizona
$187M +$4.63M +3% 0.61% 43.1% 51 5.88%
PWIA
5500
Porter White Investment Advisors
Alabama
$187M -$1.58M -0.8% 0.77% 55.8% 32 3.13%