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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
HCG
7401
Haven Capital Group
California
$112M -$1.15M -1% 10.1% 43 18.6%
F8IS
7402
Figure 8 Investment Strategies
Idaho
$112M +$9.86M +10% 11% 62 12.9%
RFW
7403
Rainier Family Wealth
Washington
$112M +$12.1M +12% 9.79% 80 15%
TPM
7404
Totem Point Management
New York
$112M +$17.2M +18% 22.9% 375% 16 31.25%
CDWM
7405
Campbell Deegan Wealth Management
Virginia
$112M +$10.4M +10% 6.14% 44 4.55%
4A
7406
4Wealth Advisors
Illinois
$112M +$13.5M +14% 7.09% 144 13.89%
SB
7407
Semitam Bonam
New York
$112M +$5.58M +5% 4.59% 47 10.64%
PLC
7408
Peapod Lane Capital
New York
$112M +$11.9M +12% 13.9% 60 10%
CCM
7409
Chicago Capital Management
Illinois
$112M -$24.3M -18% 11.6% 295% 41 43.9%
HAP
7410
Harbor Asset Planning
Massachusetts
$112M +$7.03M +7% 6.98% 411 0.73%
CCM
7411
Crabel Capital Management
California
$112M -$51.6M -32% 4.21% 22.7% 63 39.68%
JRFS
7412
James Reed Financial Services
Ohio
$112M +$1.33M +1% 5.96% 18 5.56%
CCC
7413
Chesapeake Capital Corp
Florida
$111M 17.1% 150
AAM
7414
American Asset Management
Florida
$111M +$3.01M +3% 4.47% 42.5% 33 24.24%
LGG
7415
Luts & Greenleigh Group
Maryland
$111M +$7.15M +7% 7.12% 85 9.41%
LA
7416
LWM Advisors
California
$111M +$7.36M +7% 6.88% 29 10.34%
LSL
7417
Legacy Solutions LLC
Pennsylvania
$111M +$6.83M +7% 6.59% 82 9.76%
1L
7418
10Elms LLP
Oklahoma
$111M +$6.14M +6% 4.77% 505 2.97%
D
7419
Drystone
Virginia
$111M +$2.03M +2% 2% 18 0%
MAM
7420
Maytree Asset Management
Hong Kong
$111M +$51.3M +86% 28.7% 96.7% 14 35.71%
TBNY
7421
Trustco Bank (New York)
New York
$111M +$8.99M +9% 9.57% 84.3% 72 8.33%
S
7422
SharpePoint
Arizona
$111M +$13.7M +14% 11.5% 45 11.11%
CWD
7423
Clarity Wealth Development
Oregon
$111M +$10.3M +10% 6.37% 47 10.64%
ABLA
7424
Alan B. Lancz & Associates
Ohio
$111M +$10.8M +11% 12.6% 137 10.95%
DFC
7425
DB Fitzpatrick & Co
Idaho
$111M -$2.06M -2% 4.06% 37.1% 110 18.18%