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
CI
3451
Cavalier Investments
Georgia
$286M -$96.5M -25% 105
KS
3452
Karpas Strategies
Connecticut
$286M -$31.3M -10% 124
AA
3453
Ashford Advisors
New York
$286M -$18.8M -6% 17
MSA
3454
Mason Street Advisors
Wisconsin
$286M +$116M +68% 11
AMG
3455
Advisors Management Group
Wisconsin
$285M -$10.7M -4% 148
RP
3456
Rice Partnership
Hawaii
$285M -$61.6M -18% 135
LTI
3457
Laffer Tengler Investments
Tennessee
$285M -$47.1M -14% 440
MAC
3458
Mason & Associates (California)
California
$285M -$42.6M -13% 115
KFP
3459
Keystone Financial Planning
Ohio
$285M -$14.3M -5% 49
RF
3460
Rollins Financial
Georgia
$284M -$55.8M -16% 133
CAN
3461
Claraphi Advisory Network
United States
$284M -$61.5M -18% 324
MC
3462
Mount Capital
United Kingdom
$284M -$59.5M -17% 44
YCM
3463
Yaupon Capital Management
New York
$284M +$99.8M +54% 90
LPC
3464
Lion Point Capital
New York
$284M -$12.2M -4% 42
NL
3465
NKCFO LLC
Illinois
$284M -$37.8M -12% 131
BHWA
3466
Beacon Harbor Wealth Advisors
Virginia
$284M -$22.4M -7% 80
MCM
3467
Moerus Capital Management
New York
$283M -$77.6M -21% 13
MPU
3468
MVM Partners (UK)
United Kingdom
$283M +$3.56M +1% 3
CCM
3469
Corsair Capital Management
New York
$283M -$121M -30% 130
FA
3470
Financial Advisors
Massachusetts
$283M -$37.3M -12% 90
SPC
3471
Stony Point Capital
New York
$283M -$145M -34% 37
JWCA
3472
J.W. Coons Advisors
Ohio
$283M -$52.6M -16% 278
EWA
3473
Encompass Wealth Advisors
Oregon
$283M -$114M -29% 379
HC
3474
Hourglass Capital
Texas
$282M -$37.5M -12% 112
BFC
3475
Blue Fin Capital
Rhode Island
$282M -$62.6M -18% 141