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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
BDAM
6351
Blue Door Asset Management
Connecticut
$212M +$53.7M +34% 45.9% 127% 25 44%
TCA
6352
Taconic Capital Advisors
New York
$212M -$23.1M -10% 8.09% 273% 22 59.09%
NPFS
6353
Novak & Powell Financial Services
Florida
$212M +$26.5M +14% 15.2% 178 12.36%
IIL
6354
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 136% 111 8.11%
SG
6355
Straightline Group
Michigan
$212M +$11M +5% 3.51% 22 36.36%
GCA
6356
GSI Capital Advisors
California
$212M +$27.8M +15% 12.6% 39.7% 33 24.24%
BDL
6357
Banque de Luxembourg
Luxembourg
$212M +$18.7M +10% 12.3% 79 6.33%
SF
6358
Sun Financial
Utah
$212M +$12.3M +6% 14.9% 176 18.18%
FIA
6359
FPC Investment Advisory
California
$212M +$11.4M +6% 7.94% 38 15.79%
DJYG
6360
David J. Yvars Group
Florida
$212M +$33M +18% 22.8% 125% 111 21.62%
CFSG
6361
Clark Financial Services Group
Missouri
$212M +$27.3M +15% 27.8% 102% 118 24.58%
AA
6362
Addison Advisors
Vermont
$212M -$241M -53% 10.4% 50.2% 1,037 36.26%
SL
6363
StoryOne LLC
Kansas
$212M +$34.2M +19% 22.7% 79 98.73%
PCP
6364
Panoramic Capital Partners
Oregon
$212M +$49.2M +30% 15% 80 31.25%
MIM
6365
Merrion Investment Management
New Jersey
$211M +$25.2M +14% 20.9% 166% 114 11.4%
HBFP
6366
Henderson Brothers Financial Partners
Pennsylvania
$211M -$184M -46% 9.6% 106 28.3%
AFC
6367
Alpine Fox Capital
Nevada
$211M +$57.3M +37% 51.2% 21 28.57%
RFP
6368
RCS Financial Planning
Maryland
$211M +$18.4M +10% 10.7% 42.8% 105 9.52%
IFPL
6369
Investments & Financial Planning LLC
Kentucky
$211M +$27.5M +15% 14.9% 63.6% 41 14.63%
KRW
6370
Kaufman Rossin Wealth
Florida
$211M +$36.6M +21% 15.1% 116 18.97%
TFP
6371
Tilia Fiduciary Partners
North Carolina
$211M +$29M +16% 21.7% 90.5% 129 12.4%
MAM
6372
McCarthy Asset Management
California
$211M 10.1% 29
KA
6373
Kure Advisory
Minnesota
$211M +$27.3M +15% 8.99% 67 23.88%
WCM
6374
Wisconsin Capital Management
Wisconsin
$211M +$28.5M +16% 25.5% 153% 53 15.09%
SIA
6375
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 75.3% 31 6.45%