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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
CSI
6476
Cross Staff Investments
New York
$113M +$10.7M +10% 9% 81.2% 116 8.62%
SFG
6477
SVB Financial Group
Texas
$113M +$59.7M +112% 110% 23 52.17%
MCM
6478
Multicoin Capital Management
Texas
$113M 131% 3
SCM
6479
Shorepath Capital Management
Utah
$113M 10.4% 22
LF
6480
LifeSteps Financial
California
$113M +$14.5M +15% 11.9% 88% 84 16.67%
RPM
6481
Ridgemont Partners Management
North Carolina
$113M +$1.72M +2% 1.55% 45.6% 1 0%
D
6482
Dentgroup
Louisiana
$113M -$23M -17% 9.7% 53.6% 113 38.05%
BRIA
6483
Balanced Rock Investment Advisors
Massachusetts
$113M 8.63% 93
AH
6484
Addis & Hill
Pennsylvania
$113M 10.3% 23
CCM
6485
Chaney Capital Management
Washington
$112M 12.2% 31
CNWM
6486
Clay Northam Wealth Management
California
$112M +$11.6M +12% 12.1% 84.5% 85 14.12%
NSG
6487
Nalls Sherbakoff Group
Tennessee
$112M +$9.55M +9% 10.7% 491 11.81%
DSN
6488
D. Scott Neal
Kentucky
$112M -$4.74M -4% 13.6% 105% 67 19.4%
NU
6489
Northwestern University
Illinois
$112M -$17.1M -13% 0.63% 31.6% 7 14.29%
CAM
6490
Chesapeake Asset Management
New York
$112M +$9M +9% 11.7% 137% 468 25%
SPWG
6491
Sage Private Wealth Group
Illinois
$112M +$39.5M +54% 9.39% 56.7% 62 24.19%
NA
6492
NVP Associates
California
$112M +$395K +0.4% 44.4% 867% 8 25%
CE
6493
Cornerstone Enterprises
Wisconsin
$112M 8.79% 25
CPIM
6494
Coalescence Partners Investment Management
New York
$112M 18% 19
APW
6495
Atlantic Private Wealth
North Carolina
$112M +$12.9M +13% 8.72% 46.2% 121 19.01%
MI
6496
Motiv8 Investments
Florida
$112M 8.6% 96
FWMM
6497
Foundation Wealth Management (Missouri)
Missouri
$112M +$11.8M +12% 10% 50.7% 41 21.95%
RG
6498
Richelieu Gestion
France
$112M +$4.15M +4% 12.5% 86 30.23%
LFA
6499
Livelsberger Financial Advisory
Ohio
$112M 1.44% 462
NCMW
6500
Northern Capital Management (Washington)
Washington
$112M +$4.66M +4% 12.2% 80% 39 28.21%