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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
MLIM
7351
Mountain Lake Investment Management
Florida
$106M +$19.4M +22% 2.16% 64% 37 40.54%
FF
7352
Fox Financial
Pennsylvania
$106M -$4.46M -4% 4.74% 13 0%
SAM
7353
Smith Asset Management
Florida
$106M +$3.44M +3% 2.83% 70 11.43%
EW
7354
Entruity Wealth
California
$106M +$5.28M +5% 1.83% 43 4.65%
AWMG
7355
ADG Wealth Management Group
Louisiana
$106M -$6.56M -6% 2.35% 33 42.42%
NC
7356
North Capital
Utah
$106M 0.7% 618
ICP
7357
Indus Capital Partners
New York
$106M -$33.2M -24% 6.06% 117% 6 33.33%
JPT
7358
Jordan Park Trust
New Hampshire
$106M -$13.7M -11% 11.3% 12 8.33%
RL
7359
Retireful LLC
Michigan
$106M -$71.9M -40% 1.27% 382% 180 78.89%
AC
7360
Aldebaran Capital
Indiana
$106M +$514K +0.5% 2.43% 80.4% 42 14.29%
CSA
7361
Cornerstone Select Advisors
Missouri
$106M +$1.86M +2% 0.3% 123 17.89%
TM
7362
TFJ Management
Massachusetts
$106M -$5.44M -5% 13.3% 19 42.11%
BCM
7363
Bretton Capital Management
California
$106M +$1.66M +2% 0.42% 20 0%
BAS
7364
Brueske Advisory Services
Washington
$106M -$6.84M -6% 2.05% 62 25.81%
SNPAM
7365
St. Nicholas Private Asset Management
Florida
$105M -$6.43M -6% 0.98% 39 5.13%
PA
7366
Persium Advisors
Georgia
$105M +$4.01M +4% 1.15% 63 17.46%
PPA
7367
Pilgrim Partners Asia
Singapore
$105M -$9.45M -8% 4.14% 170 42.35%
TWPM
7368
Total Wealth Planning & Management
Florida
$105M -$4.74M -4% 1.3% 232 27.59%
WF
7369
WinCap Financial
Massachusetts
$105M +$7.31M +7% 0.46% 82 17.07%
SFP
7370
SwitchPoint Financial Planning
Utah
$105M +$975K +0.9% 0.67% 54 12.96%
COFSG
7371
Carbahal Olsen Financial Services Group
California
$105M -$3.11M -3% 2.86% 36 11.11%
WLG
7372
Williamson Legacy Group
Indiana
$105M -$44.7M -30% 3.77% 134 38.06%
KFG
7373
Kropog Financial Group
Louisiana
$105M -$3.96M -4% 3.98% 31 16.13%
DFC
7374
DB Fitzpatrick & Co
Idaho
$105M -$3.62M -3% 0.13% 37.1% 100 16%
SV
7375
Sapphire Ventures
Texas
$105M -$19.5M -16% 15% 27.9% 6 16.67%