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
SFP
5126
Sterling Financial Planning
New Jersey
$124M 360
MWM
5127
Moulton Wealth Management
Washington
$124M +$32.9M +36% 27
CLCM
5128
Crawford Lake Capital Management
New Jersey
$124M -$3.4M -3% 79
MTIM
5129
Marathon Trading Investment Management
Pennsylvania
$124M +$14.3M +13% 230
AL
5130
ADE LLC
Maryland
$124M 328
PWM
5131
Palumbo Wealth Management
New York
$124M 89
ICMP
5132
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124M +$9.99M +9% 58
KEM
5133
Kimmeridge Energy Management
New York
$124M +$61.8M +99% 3
BCM
5134
BCK Capital Management
Connecticut
$124M 59
BI
5135
Berkeley Inc
Idaho
$124M 78
KWP
5136
Keystone Wealth Partners
Arizona
$124M 27
SA
5137
Sunesis Advisors
Kansas
$124M +$11.2M +10% 32
LFA
5138
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 35
PD
5139
Planning Directions
Pennsylvania
$123M +$9.88M +9% 61
PWM
5140
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 44
GAM
5141
Geier Asset Management
Maryland
$123M 81
CWM
5142
Concentrum Wealth Management
California
$123M +$18.1M +17% 49
VCA
5143
VIEX Capital Advisors
Florida
$123M +$21.7M +21% 19
CAM
5144
CenterStar Asset Management
Illinois
$122M -$15.9M -11% 451
ER
5145
EVR Research
Virginia
$122M 18
BC
5146
Breakline Capital
New York
$122M +$27.7M +29% 54
FLSMF
5147
Fundsmith Long/Short Master Fund
Cayman Islands
$122M 29
RB
5148
Renasant Bank
Mississippi
$122M 186
JI
5149
Jeereddi Investments
California
$122M +$19.4M +19% 52
CCP
5150
Corbin Capital Partners
New York
$122M 24