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
MP
5051
Marlowe Partners
New York
$154M -$15.2M -9% 9
WLPWM
5052
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 326
SP
5053
SWS Partners
Ohio
$154M +$8.35M +6% 86
HPWA
5054
Hall Private Wealth Advisors
North Carolina
$154M 52
AEPV
5055
AH Equity Partners V
California
$154M -$30.2M -16% 2
PC
5056
Pecaut & Co
Iowa
$154M +$14.9M +11% 84
FCMT
5057
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 317
MA
5058
Mosaic Advisors
Texas
$153M +$35.3M +30% 43
CT
5059
Clearstead Trust
Maine
$153M +$18.2M +14% 173
IIA
5060
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 126
NFG
5061
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 50
MI
5062
Merk Investments
California
$153M -$6.85M -4% 17
USPCM
5063
Union Square Park Capital Management
New York
$153M -$24M -14% 109
MSKCC
5064
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4
SFA
5065
Seneca Financial Advisors
New York
$153M +$10.8M +8% 41
LC
5066
Longitude (Cayman)
Cayman Islands
$153M -$19.1M -11% 52
SVC
5067
Strycker View Capital
New York
$153M +$26.7M +21% 29
AAM
5068
Ascension Asset Management
New York
$153M +$9.96M +7% 79
GWAG
5069
Garrett Wealth Advisory Group
Texas
$153M +$11.3M +8% 49
CMBA
5070
C.M. Bidwell & Associates
Hawaii
$153M +$15.7M +11% 645
FDS
5071
First Dallas Securities
Texas
$153M +$35M +30% 118
CAM
5072
Costello Asset Management
Pennsylvania
$153M +$7.85M +5% 270
SIM
5073
Sterling Investment Management
Arizona
$153M +$6.38M +4% 64
CG
5074
Corundum Group
Colorado
$152M +$24.5M +19% 104
CHA
5075
Cooper/Haims Advisors
New York
$152M +$10.9M +8% 92