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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
FOTCLOO
8051
Friends of the Cornell Lab of Ornithology
Connecticut
$106M +$1.65M +2% 1.61% 5 0%
3FI
8052
3 Factor Indexing
California
$106M 1.08% 453
CCMG
8053
Connecticut Capital Management Group
Connecticut
$106M +$1.39M +1% 0.16% 119 18.49%
CIS
8054
Continental Investors Services
Washington
$106M +$28.3M +36% 0.72% 76.6% 85 20%
PWM
8055
Pathway Wealth Management
Texas
$106M -$3.84M -4% 4.19% 32 15.63%
KCM
8056
Kids Capital Management
California
$106M -$28.8M -21% 13.8% 14 21.43%
TAR
8057
Trask Adam Roland
$106M 8.79% 190
II
8058
Ishara Investments
California
$106M +$18.2M +21% 1.21% 56 66.07%
LC
8059
Littlejohn & Co
Connecticut
$106M -$86.4M -45% 23.7% 56.2% 21 19.05%
BC
8060
Bayhunt Capital
California
$106M -$75.5M -42% 0.74% 26 53.85%
TWM
8061
Timmons Wealth Management
Massachusetts
$106M +$3.89M +4% 1.02% 77 9.09%
DCU
8062
Dara Capital US
Florida
$105M -$7.51M -7% 5.85% 119 0%
AA
8063
Auctus Advisors
North Carolina
$105M -$3.09M -3% 4.55% 29 10.34%
AF
8064
Aldebaran Financial
$105M -$2.76M -3% 1.2% 89.7% 81 11.11%
SDP
8065
Sentinel Dome Partners
California
$105M -$41.9M -29% 0.99% 35 40%
HA
8066
Helium Advisors
Washington
$105M +$6.36M +6% 2.17% 99 23.23%
ACA
8067
Alpha Capital Advisors
Maine
$105M -$2.71M -3% 1.82% 33 3.03%
NS
8068
Northland Securities
Minnesota
$105M +$751K +0.7% 2.75% 118 15.25%
SHF
8069
Safe Harbor Fiduciary
Florida
$105M -$8.17M -7% 0.72% 229 75.11%
SPM
8070
Sycamore Partners Management
New York
$105M +$46.8M +80% 81.1% 31.8% 2 0%
ANBOT
8071
American National Bank of Texas
Texas
$105M +$826K +0.8% 0.62% 61 13.11%
AFG
8072
Artesa Financial Group
Texas
$105M +$7.73M +8% 6.62% 57 19.3%
EW
8073
Expressive Wealth
Illinois
$105M +$12.3M +13% 0.06% 167 49.1%
WCBA
8074
Weaver C. Barksdale & Associates
Tennessee
$105M +$9.57M +10% 4.52% 52.2% 64 6.25%
P
8075
Palladiem
Pennsylvania
$105M -$687K -0.7% 0.26% 170 10.59%