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
I
4751
InceptionR
California
$188M -$124M -40% 646
EIA
4752
Eastover Investment Advisors
North Carolina
$187M +$8.65M +5% 47
CC
4753
Claybrook Capital
Massachusetts
$187M +$8.46M +5% 144
MBFW
4754
Morton Brown Family Wealth
Pennsylvania
$187M +$19.6M +12% 303
DI
4755
Disciplined Investments
Oklahoma
$187M -$50.3M -21% 1,742
SLA
4756
Silver Lake Advisory
Utah
$187M +$6.9M +4% 97
IFA
4757
Invus Financial Advisors
New York
$187M +$33.5M +22% 8
HIC
4758
Harbor Island Capital
Massachusetts
$187M +$4.88M +3% 15
JWM
4759
Jessup Wealth Management
Ohio
$187M +$18.1M +11% 81
UIA
4760
UG Investment Advisers
Taiwan
$187M +$49.5M +36% 22
BKA
4761
Brick & Kyle Associates
Pennsylvania
$187M +$12.2M +7% 55
SI
4762
Saxon Interests
Texas
$187M +$9.84M +6% 182
MAM
4763
Mystic Asset Management
Rhode Island
$187M +$5.28M +3% 151
EAM
4764
Exane Asset Management
France
$186M +$10.7M +6% 18
TFA
4765
Trinity Financial Advisors
Ohio
$186M +$22.7M +14% 81
IIA
4766
ICW Investment Advisors
Arizona
$186M +$10.1M +6% 133
KFO
4767
Kopp Family Office
Minnesota
$186M +$656K +0.4% 22
SP
4768
Saranac Partners
$186M +$16.6M +10% 93
PE
4769
Platinum Equity
California
$186M +$15.3M +9% 8
MAM
4770
Monaco Asset Management
Monaco
$186M -$36.8M -17% 80
IF
4771
IRON Financial
Illinois
$186M +$3.88M +2% 105
MWM
4772
MBE Wealth Management
Wisconsin
$186M +$16.2M +10% 87
CPP
4773
Capasso Planning Partners
South Carolina
$186M +$15.5M +9% 106
HCM
4774
Highview Capital Management
Illinois
$186M +$12.6M +7% 103
RSC
4775
Red Spruce Capital
Pennsylvania
$186M +$14.8M +9% 94