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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
SDP
7226
Sentinel Dome Partners
California
$147M 0.76% 30
OCM
7227
Octahedron Capital Management
California
$147M -$29M -16% 3.51% 234% 29 65.52%
MWA
7228
Merkkuri Wealth Advisors
New York
$147M +$9.11M +7% 1.44% 84 9.52%
CCM
7229
Chicago Capital Management
Illinois
$147M +$35.2M +31% 20.4% 295% 49 48.98%
TC
7230
Tsai Capital
New York
$147M +$3.52M +2% 2.28% 29.2% 25 28%
PCU
7231
Palliser Capital (UK)
United Kingdom
$147M +$10.5M +8% 17.5% 57% 8 62.5%
KFSN
7232
Keystone Financial Services (Nebraska)
Nebraska
$147M +$3.95M +3% 1.71% 55 5.45%
CFG
7233
Chapman Financial Group
Hawaii
$147M +$2.09M +1% 3.99% 277 10.47%
CAP
7234
Columbia Advisory Partners
Washington
$147M +$2.17M +2% 3.04% 63.7% 100 20%
IWA
7235
Integrity Wealth Advisors
California
$147M -$132M -47% 1.92% 100 45%
CWA
7236
CogentBlue Wealth Advisors
Tennessee
$147M -$2.21K -0% 2.65% 82 15.85%
OC
7237
Oppenheimer & Close
New York
$147M -$1.3M -0.9% 6.89% 149% 60 13.33%
WLC
7238
Walnut Level Capital
Colorado
$147M -$20.4M -12% 6.12% 41 19.51%
KSCM
7239
Kamunting Street Capital Management
Florida
$147M +$12.2M +9% 2.23% 7.47% 24 54.17%
UAM
7240
Unifi Asset Management
New York
$147M 3.17% 77
RPGNY
7241
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 1.79% 91 8.79%
CFO
7242
Custos Family Office
Texas
$147M -$30.4M -17% 1.69% 57.4% 68 16.18%
PW
7243
Paladin Wealth
Minnesota
$146M +$8.57M +6% 1.48% 124 13.71%
RSWA
7244
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 3.02% 91 9.89%
MFG
7245
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 3.01% 128 8.59%
AIG
7246
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 10.6% 55 23.64%
LWM
7247
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 1.25% 46 10.87%
MIM
7248
Macroview Investment Management
Maryland
$146M +$12.2M +9% 2.57% 67.2% 102 13.73%
EWA
7249
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 2.08% 129 11.63%
AW
7250
Affinity Wealth
Ohio
$146M +$14.6M +11% 2.4% 86 46.51%