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
AW
4976
Alteri Wealth
California
$227M -$134M -37% 267
PVM
4977
Palogic Value Management
Texas
$227M -$23M -9% 181
NMC
4978
New Mountain Capital
New York
$227M -$68M -23% 1
LK
4979
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 91
SBF
4980
Sara-Bay Financial
Florida
$227M -$43M -16% 85
MWP
4981
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 54
LWMNY
4982
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 76
CFLC
4983
California First Leasing Corp
California
$227M -$15.9M -7% 48
MCA
4984
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 265
HP
4985
HealthInvest Partners
Sweden
$227M +$15.7M +7% 41
TC
4986
Toews Corporation
New Jersey
$226M +$58.1M +35% 11
WCA
4987
Whetstone Capital Advisors
Kansas
$226M -$36.3M -14% 39
RA
4988
Rise Advisors
New York
$226M +$18.4M +9% 1,582
TFA
4989
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 68
CI
4990
Cherokee Insurance
Michigan
$226M +$5.61M +3% 123
TFO
4991
Timonier Family Office
North Carolina
$226M +$31.3M +16% 50
WF
4992
Warner Financial
Maryland
$226M -$6.55M -3% 121
DIP
4993
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 157
FFAM
4994
Forge First Asset Management
Canada
$226M -$49.9M -18% 52
ECML
4995
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 42
SC
4996
Schulhoff & Co
Ohio
$226M -$48.1M -18% 132
EW
4997
Elyxium Wealth
California
$226M +$61.6M +38% 158
JCA
4998
Juniper Capital Advisors
Texas
$226M -$35.4M -14% 1
WFG
4999
Wills Financial Group
Virginia
$226M -$6.06M -3% 67
LVIA
5000
Lind Value II ApS
Denmark
$225M +$171K +0.1% 11