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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
RPGNY
7501
Retirement Planning Group (New York)
New York
$98.3M +$7.42M +8% 0.31% 73 15.07%
CC
7502
CF Capital
Massachusetts
$98.3M +$5.41M +6% 1.83% 54 37.04%
DM
7503
Delphi Management
Massachusetts
$98.1M -$5.34M -5% 1.2% 111% 85 15.29%
GCM
7504
Graver Capital Management
Ohio
$98.1M +$2.4M +3% 1.85% 27 11.11%
RIP
7505
Reliant Investment Partners
North Carolina
$98.1M -$14.7M -13% 1.77% 114 20.18%
SC
7506
SkyKnight Capital
California
$98M +$7.16M +8% 12.7% 11% 4 25%
NI
7507
NDVR Inc
Massachusetts
$98M -$6.47M -6% 1.29% 118 27.12%
OL
7508
OneFund LLC
Florida
$98M -$6.22M -6% 3.25% 134 10.45%
PRTG
7509
Post Resch Tallon Group
New York
$98M -$5.92M -6% 2.03% 109 9.17%
UFA
7510
Uptown Financial Advisors
Texas
$98M +$5.25M +6% 1.77% 71 9.86%
PCMN
7511
Paradigm Capital Management (Nevada)
Nevada
$97.8M -$9.15M -9% 2.82% 60 13.33%
AWL
7512
AFFINITY WEALTH LLC
Ohio
$97.8M -$398K -0.4% 5.37% 53 30.19%
MPEM
7513
Marathon Partners Equity Management
New York
$97.7M -$17.4M -15% 1.61% 29 44.83%
CS
7514
Crescent Sterling
Louisiana
$97.5M +$49.6K +0.1% 1.32% 58.4% 81 14.81%
AAA
7515
AG Asset Advisory
California
$97.5M -$2.76M -3% 2.43% 23 4.35%
PGWM
7516
Pitti Group Wealth Management
New York
$97.5M -$1.19M -1% 1.58% 65.3% 79 15.19%
LAII
7517
LM Asset (IM) Inc
British Columbia, Canada
$97.5M -$11.7M -11% 14.8% 12 33.33%
SG
7518
StepStone Group
California
$97.4M -$17M -15% 8.38% 103% 19 42.11%
TWA
7519
Talisman Wealth Advisors
New Jersey
$97.4M +$3.1M +3% 1.22% 70.8% 110 13.64%
YF
7520
Yu Fan
$97.3M +$44.1M +83% 4.25% 42.7% 9 22.22%
LA
7521
LWM Advisors
California
$97.3M -$2.36M -2% 2.05% 28 21.43%
SWM
7522
Shepherd Wealth Management
Ohio
$97.3M -$4.44M -4% 4.53% 52 48.08%
LCM
7523
Lattice Capital Management
Washington
$97.3M -$24.1M -20% 11.8% 187% 29 24.14%
VCIM
7524
Velan Capital Investment Management
Georgia
$97.2M -$18.7M -16% 5.48% 2,395% 55 32.73%
PCP
7525
Panoramic Capital Partners
Oregon
$97M -$16.8M -15% 4.93% 69 39.13%