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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 Avg Holding
Period (Yrs)
LWP
6426
Legacy Wealth Planning
Nevada
$69.7M -$15.2M -18% 14.6% 14.6% 109 24.77% 1.8
OCM
6427
Ogborne Capital Management
California
$69.7M -$29.8M -30% 34.8% 251% 11 72.73% 0.2
TAM
6428
Toscafund Asset Management
United Kingdom
$69.7M -$77.1M -53% 25% 80.9% 12 25% 0.9
AHIA
6429
Andrew Hill Investment Advisors
Florida
$69.6M -$20.4M -23% 12.4% – 50 20% 0.4
PWA
6430
Primoris Wealth Advisors
Florida
$69.6M -$37.7M -35% 15.7% 182% 90 28.89% 0.4
SPWG
6431
Sage Private Wealth Group
Illinois
$69.5M -$33.2M -32% 16.6% 67.4% 181 9.94% 1.3
GCIG
6432
Grand Central Investment Group
Florida
$69.4M -$15.1M -18% 14.9% – 39 23.08% 1.3
BI
6433
Beecher Investors
Connecticut
$69.1M -$17.2M -20% 15.3% – 21 23.81% 0.5
AF
6434
AtlasMark Financial
Texas
$69.1M -$9.05M -12% 14.8% – 40 0% 2.4
PAWC
6435
P.A.W. Capital
Connecticut
$68.9M -$26.8M -28% 21.7% 54.6% 63 17.46% 4
SIM
6436
Spark Investment Management
New York
$68.8M -$35.2M -34% 22% 459% 30 16.67% 1.3
SPI
6437
Sutton Place Investors
New York
$68.7M -$14.9M -18% 14.2% 74.3% 75 16% 0.5
Simplicity Wealth
6438
Simplicity Wealth
New Jersey
$68.5M -$34.3M -33% 10.7% 74.5% 67 22.39% 0.5
AMC
6439
AKKR Management Company
California
$68.4M -$120M -64% 33.4% – 22 45.45% 0.3
ACK
6440
Andrew C. Karlinski
$68.1M +$13M +24% 12.1% – 391 8.7% 0.4
RVM
6441
RiverVest Venture Management
Missouri
$68M -$29.4M -30% 23.1% 16.5% 6 0% 1.3
DOFI
6442
DCVC Opportunity Fund II
California
$68M -$21.7M -24% 20.3% – 5 40% 0.3
FTB
6443
First Trust Bank
Bahamas
$68M -$19.4M -22% 17.9% 64.2% 16 25% 1.3
PCU
6444
Palliser Capital (UK)
United Kingdom
$68M +$236K +0.3% 15.5% 57% 12 58.33% 0.2
CMANY
6445
Capital Management Associates (New York)
New York
$67.9M -$25.3M -27% 17% 205% 91 31.87% 1.9
CCA
6446
Covey Capital Advisors
Georgia
$67.8M -$28.8M -30% 19.2% 118% 39 15.38% 3.1
SCHF (GPE)
6447
SCHF (GPE)
Wyoming
$67.7M -$253M -79% 50.1% – 8 50% 1.3
TIM
6448
Triad Investment Management
California
$67.5M -$38.2M -36% 15.6% – 64 9.38% 1.8
LC
6449
Longitude (Cayman)
Cayman Islands
$67.3M -$38M -36% 38.5% – 71 50.7% 0.6
AFG
6450
Alterity Financial Group
Maine
$67.2M – – 14.6% – 80 – 1.1