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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
FC
6376
Family CFO
California
$98.5M -$5.1M -5% 4.96% 84% 55 3.64%
CPX
6377
Canaan Partners X
California
$98.5M -$158M -62% 48% 55.4% 4 0%
CPWM
6378
Cypress Point Wealth Management
Texas
$98.4M -$9.45M -9% 18.6% 226% 33 12.12%
YSP
6379
Yarra Square Partners
New York
$98.3M +$3.2M +3% 0.15% 55.9% 24 37.5%
LPP
6380
Life Planning Partners
Florida
$98.2M -$1.09M -1% 5.46% 189 11.64%
KL
6381
KilterHowling LLC
Colorado
$98.1M -$13.2M -12% 5.81% 51.3% 57 12.28%
CWM
6382
Comprehensive Wealth Management
Washington
$98M -$37.8M -28% 7.13% 36.9% 42 71.43%
ALS
6383
Andrew L. Share
$98M -$890K -0.9% 47.1% 14.8% 9 55.56%
GWA
6384
Gibson Wealth Advisors
Texas
$98M +$834K +0.9% 2.4% 137 16.06%
MPEM
6385
Marathon Partners Equity Management
New York
$97.9M -$95.3M -49% 8.9% 20 65%
GIM
6386
Guild Investment Management
California
$97.8M -$1.05M -1% 2.15% 101% 90 26.67%
RVM
6387
RiverVest Venture Management
Missouri
$97.4M -$42.8M -31% 10.4% 16.5% 6 0%
RA
6388
Raffles Associates
New York
$97.3M -$7.03M -7% 0.65% 50% 56 32.14%
ICP
6389
Interchange Capital Partners
Pennsylvania
$97.3M -$2.24M -2% 5.34% 79.6% 179 29.61%
APC
6390
Alpine Peaks Capital
New York
$97.2M -$4.99M -5% 5.52% 24.3% 26 7.69%
GFP
6391
Guardian Financial Partners
California
$97.1M -$7.62M -7% 3.97% 50.2% 42 19.05%
ICM
6392
Innovius Capital Management
California
$97M -$33.1M -25% 25.3% 56.4% 2 0%
AC
6393
AWH Capital
Texas
$97M -$11.1M -10% 0.86% 183% 28 17.86%
IAG
6394
Investmark Advisory Group
Connecticut
$97M -$9.96M -9% 1.65% 65.1% 390 76.92%
RCA
6395
Roberts Capital Advisors
Colorado
$96.9M -$10.3M -10% 8.99% 96 1.04%
HC
6396
Hoese & Co
Minnesota
$96.9M -$3.72M -4% 3.21% 46.3% 220 10.45%
PWA
6397
Phoenix Wealth Advisors
North Carolina
$96.7M -$35.7M -27% 4.76% 60.1% 132 39.39%
LHEI
6398
Leo H. Evart Inc
California
$96.7M -$5.94M -6% 5.1% 45 13.33%
MPCL
6399
My Personal CFO LLC
Washington
$96.6M -$18.1M -16% 8.18% 67.3% 63 14.29%
CCA
6400
Covey Capital Advisors
Georgia
$96.6M -$28M -22% 8.89% 118% 40 10%