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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
LF
6751
LifePlan Financial
Minnesota
$99.8M 9.37% 89
NC
6752
Napatree Capital
Rhode Island
$99.8M 9.45% 117
HFS
6753
Hoge Financial Services
Pennsylvania
$99.7M 8.8% 46
EFG
6754
Ehrlich Financial Group
California
$99.7M 8.81% 94
GF
6755
Gimbal Financial
Indiana
$99.7M 12.7% 41
AC
6756
AWH Capital
Texas
$99.6M -$12.7M -11% 14% 139% 29 17.24%
DIM
6757
DC Investments Management
Virginia
$99.5M +$19.8M +25% 13.7% 44.7% 89 19.1%
MA
6758
Marquette Associates
Illinois
$99.5M 9.73% 33
CAIMH
6759
Central Asset Investments & Management Holdings
Hong Kong
$99.4M +$11.1M +13% 18.3% 1,376% 52 59.62%
UIA
6760
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 11.9% 154% 238 19.75%
PFS
6761
Prospect Financial Services
New York
$99.2M 11.4% 69
SWM
6762
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 8.98% 49.1% 157 19.11%
LL
6763
LMDAGG LLC
California
$99.1M 32.4% 1
SWMG
6764
Sard Wealth Management Group
Georgia
$99.1M 11% 42
PBT
6765
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 11.3% 66.3% 43 0%
POIA
6766
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 3.73% 55.7% 486 8.44%
MCM
6767
Moon Capital Management
New York
$98.6M +$15.7M +19% 7.93% 95.6% 15 33.33%
GSP
6768
Grafton Street Partners
Florida
$98.6M 20.8% 11
SPW
6769
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 14% 168% 30 66.67%
KGC
6770
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 5.89% 43.4% 44 2.27%
YEPI
6771
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 49.5% 96.4% 4 25%
RTC
6772
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 12.2% 67.6% 675 85.48%
CCM
6773
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 11% 76.3% 95 28.42%
SFC
6774
Sprinkle Financial Consultants
Colorado
$98.2M 10.6% 59
CC
6775
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 10.7% 102% 89 22.47%