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
CPP
4601
Capasso Planning Partners
South Carolina
$241M +$27.2M +13% 113
KFA
4602
Kelleher Financial Advisors
New York
$241M +$28.2M +13% 125
TWM
4603
TriaGen Wealth Management
California
$241M +$31.2M +15% 176
CFCI
4604
Comprehensive Financial Consultants Institutional
Indiana
$241M +$25.9M +12% 169
IPW
4605
IronBridge Private Wealth
Texas
$241M +$35.9M +18% 45
BHA
4606
Beech Hill Advisors
New York
$241M +$33.9M +16% 98
SAMT
4607
Select Asset Management & Trust
Pennsylvania
$241M +$37.7M +19% 69
WW
4608
Westshore Wealth
California
$241M +$23.9M +11% 107
RL
4609
Retireful LLC
Michigan
$241M +$10.7M +5% 144
UOMF
4610
University of Massachusetts Foundation
Massachusetts
$240M +$14.4M +6% 4
TCM
4611
Thames Capital Management
New Jersey
$240M +$46.2M +24% 29
TAM
4612
Tabor Asset Management
New York
$240M +$26.8M +13% 50
SHFA
4613
SS&H Financial Advisors
Michigan
$240M +$4.29M +2% 119
KA
4614
Kooman & Associates
Pennsylvania
$240M +$16.5M +7% 44
SFG
4615
Snider Financial Group
Washington
$240M +$22.9M +11% 65
AAM
4616
Augustine Asset Management
Florida
$240M +$13.9M +6% 99
LFM
4617
LGT Fund Management
Liechtenstein
$240M +$6.61M +3% 146
NSB
4618
Norway Savings Bank
Maine
$240M +$13.9M +6% 141
AI
4619
ArchPoint Investors
Florida
$240M -$679K -0.3% 74
NIF
4620
Nalanda India Fund
Mauritius
$240M $0 0% 1
FTCM
4621
Fir Tree Capital Management
New York
$239M -$216M -47% 168
FLA
4622
Financial Life Advisors
Texas
$239M +$6.64M +3% 61
TCM
4623
Thomist Capital Management
Texas
$239M +$12.6M +6% 37
ATC
4624
Adirondack Trust Company
New York
$239M +$7.5M +3% 509
PWAC
4625
Private Wealth Advisors (California)
California
$239M +$7.01M +3% 78