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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
HIP
5801
Hatteras Investment Partners
North Carolina
$127M -$20.9M -14% 13.7% 1 0%
BAM
5802
Boyar Asset Management
New York
$127M -$7.81M -6% 3.81% 75.5% 81 2.47%
LFA
5803
Lauterbach Financial Advisors
Texas
$127M -$3.51M -3% 2.17% 71.2% 62 4.84%
TFG
5804
Tilson Financial Group
New Jersey
$127M +$68.5M +116% 2.74% 39.3% 61 57.38%
PM
5805
Plustick Management
Virginia
$127M +$7.8M +7% 11.1% 1,667% 26 26.92%
MPIM
5806
McGinn Penninger Investment Management
Virginia
$127M -$11.4M -8% 4.23% 51.9% 28 14.29%
SWM
5807
Scissortail Wealth Management
Oklahoma
$127M +$5.06M +4% 0.73% 65% 57 49.12%
GCM
5808
Goldstream Capital Management
Hong Kong
$127M -$12.4M -9% 1.82% 686% 55 20%
CWM
5809
Chicago Wealth Management
Illinois
$127M -$4.28M -3% 3.24% 134% 44 18.18%
AFO
5810
Arrowroot Family Office
California
$127M -$5.2M -4% 3.69% 129 15.5%
HBT
5811
Heartland Bank & Trust
Illinois
$127M -$1.25M -1% 1.54% 105% 132 4.55%
WP
5812
Wealthspan Partners
Iowa
$127M -$164K -0.1% 3.37% 65% 83 16.87%
WMRU
5813
William Marsh Rice University
Texas
$127M -$20.3M -14% 4.86% 4.44% 6 33.33%
EWM
5814
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 1.79% 62.1% 56 7.14%
CIA
5815
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 2.98% 71.4% 117 16.24%
S
5816
ShariaPortfolio
Florida
$126M 4.2% 233% 37
SWM
5817
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 3.48% 104% 109 11.93%
GAM
5818
GEM Asset Management
Michigan
$126M -$3.22M -2% 5.34% 54.7% 81 4.94%
KC
5819
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 3.49% 79 11.39%
WAC
5820
William Allan Corp
Colorado
$126M -$4.28M -3% 3.83% 84.7% 48 4.17%
GIM
5821
Greenwich Investment Management
Connecticut
$126M -$6.21M -5% 3.3% 49 22.45%
PFWA
5822
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 3.33% 72% 112 9.82%
RA
5823
Rise Advisors
New York
$126M -$3.21M -2% 3.07% 58.9% 704 11.36%
SWM
5824
SFG Wealth Management
Maryland
$126M +$6.55M +5% 2.02% 82.1% 109 27.52%
LAIC
5825
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 3.83% 75.5% 90 10%