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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
HP
5576
Haven Private
Florida
$230M +$1.09M +0.5% 0.67% 178 16.29%
CIS
5577
Custom Index Systems
New York
$230M +$3.14M +1% 3.6% 292 31.51%
BPFA
5578
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 1.36% 76% 163 16.56%
CCM
5579
Cloud Capital Management
Washington
$229M +$17.7M +8% 1.02% 118 23.73%
CCP
5580
Cane Capital Partners
Louisiana
$229M -$25.1M -10% 5.06% 167 35.33%
AIA
5581
Alternative Investment Advisors
Florida
$229M -$3.19M -1% 3.5% 81 27.16%
NWP
5582
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 1.72% 73 35.62%
HI
5583
Harper Investing
California
$229M -$3.18M -1% 3.32% 53.4% 77 18.18%
TCA
5584
Taconic Capital Advisors
New York
$229M -$123M -35% 15.8% 249% 32 68.75%
GHA
5585
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 2.18% 55.4% 135 11.85%
NIA
5586
NBZ Investment Advisors
Tennessee
$229M -$722K -0.3% 2.31% 77 16.88%
TPCM
5587
Two Point Capital Management
New York
$229M -$17.8M -7% 3.22% 28 10.71%
MI
5588
Moneywise Inc
Virginia
$229M -$11.4M -5% 0.21% 58% 92 21.74%
AF
5589
Abound Financial
California
$229M -$29.5M -11% 2.25% 291 7.9%
WFAG
5590
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 4.24% 60.9% 202 86.14%
CSIA
5591
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 0.31% 78.6% 29 48.28%
OWCM
5592
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 7.21% 152 32.24%
IF
5593
IRON Financial
Illinois
$229M +$11.3M +5% 0.81% 51.4% 167 34.13%
CM
5594
Cosmic Management
California
$229M -$95.8M -30% 26.2% 4 0%
FIA
5595
FNY Investment Advisers
New York
$229M -$126M -35% 1.64% 307% 1,226 59.46%
GCM
5596
GeoSphere Capital Management
Florida
$229M -$75M -25% 36.4% 419% 62 67.74%
SWM
5597
Shelton Wealth Management
Texas
$229M -$4.7M -2% 0.57% 88% 190 41.05%
AFO
5598
Allie Family Office
Florida
$228M +$14.3M +7% 0.96% 50.9% 111 16.22%
MPCL
5599
My Personal CFO LLC
Washington
$228M -$11.3M -5% 2.78% 67.3% 98 15.31%
AWAP
5600
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$228M -$1.66M -0.7% 0.42% 68.1% 160 4.38%