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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
FU
5776
Fairfield University
Connecticut
$120M +$4.05M +3% 7.72% 61.9% 4 0%
WPWM
5777
Western Pacific Wealth Management
Illinois
$120M +$19.6M +19% 25.8% 66.3% 302 25.17%
FWM
5778
Fortress Wealth Management
California
$120M +$21.8M +22% 9.49% 52.1% 59 15.25%
CP
5779
Caligan Partners
New York
$120M 21.7% 2,628% 11
CIA
5780
Cascade Investment Advisors
Oregon
$120M +$3.77M +3% 11.3% 71.4% 112 8.04%
APC
5781
Asset Planning Corporation
Tennessee
$120M +$13.2M +12% 8.04% 44.5% 39 15.38%
SA
5782
Syntax Advisors
New York
$120M +$3.07M +3% 11.2% 234 17.52%
AWAP
5783
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$120M +$12.6M +12% 10.1% 68.1% 116 9.48%
WAL
5784
W Advisors LLC
Tennessee
$120M +$12.6M +12% 10.4% 73.8% 110 16.36%
CIA
5785
Cohen Investment Advisors
New Hampshire
$120M +$11.1M +10% 10.3% 76.2% 76 1.32%
CCM
5786
Colorado Capital Management
Colorado
$120M +$4.31M +4% 5.26% 53.4% 76 6.58%
GMH
5787
General Motors Holdings
Michigan
$120M -$77.5M -39% 38.2% 4.78% 3 0%
WMP
5788
Wealth Management Partners
Arizona
$120M +$6.1M +5% 6.95% 179% 102 14.71%
OIM
5789
Oracle Investment Management
Connecticut
$120M -$56.2M -32% 25.3% 865% 32 50%
BIA
5790
Beacon Investment Advisors
Maryland
$120M 10.6% 96.4% 126
FZCM
5791
Flynn Zito Capital Management
New York
$120M +$18.8M +19% 7.05% 97.3% 81 29.63%
CC
5792
Codex Capital
New York
$120M +$3.03M +3% 6.35% 84.4% 37 0%
KC
5793
Kades & Cheifetz
Pennsylvania
$120M 5.71% 74
CP
5794
CPV Partners
Connecticut
$120M -$43.9M -27% 18.2% 105% 6 0%
SC
5795
Solstein Capital
California
$120M +$6.02M +5% 5.74% 91.4% 320 16.25%
TA
5796
TFB Advisors
Kansas
$119M 6.72% 80.4% 126
LLTP
5797
Lion Long Term Partners
Cayman Islands
$119M 31.9% 2
PCMM
5798
Piedmont Capital Management (Montana)
Montana
$119M +$8.52M +8% 11.9% 94% 45 15.56%
FOFP
5799
Fee-Only Financial Planning
South Carolina
$119M 7.83% 65.9% 40
CWA
5800
Capital Wealth Alliance
Arizona
$119M -$1.35M -1% 11% 108% 129 22.48%