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
GC
5126
Gullane Capital
Tennessee
$226M 3
LWMNY
5127
Landmark Wealth Management (New York)
New York
$226M -$4.09M -2% 77
RSC
5128
Red Spruce Capital
Pennsylvania
$225M +$5.39M +2% 92
LVIA
5129
Lind Value II ApS
Denmark
$225M -$7.71M -3% 8
OAP
5130
One Advisory Partners
Kansas
$225M -$2.57M -1% 48
IAMH
5131
IvyRock Asset Management (HK)
Hong Kong
$225M -$3.1M -1% 27
PW
5132
Potentia Wealth
California
$225M 97
JPLA
5133
Joseph P. Lucia & Associates
New York
$225M +$7.83M +4% 151
RW
5134
Rockport Wealth
Ohio
$225M -$150M -40% 77
TIA
5135
Tiemann Investment Advisors
California
$225M -$6.9M -3% 202
SHCM
5136
Silver Heights Capital Management
Ontario, Canada
$225M -$14.2M -6% 5
MAM
5137
Monaco Asset Management
Monaco
$225M -$14.1M -6% 96
BFF
5138
Byrne Financial Freedom
Massachusetts
$225M 99
CFM
5139
Capricorn Fund Managers
United Kingdom
$225M +$76.2M +51% 78
FPCG
5140
Forum Private Client Group
Indiana
$225M -$516K -0.2% 79
CPW
5141
Catalyst Private Wealth
California
$225M +$20.7M +10% 87
AFS
5142
Access Financial Services
Minnesota
$225M +$6.5M +3% 108
IAM
5143
Infusive Asset Management
New York
$225M -$12.5M -5% 46
FCMV
5144
Foresite Capital Management VI
California
$224M 14
MWP
5145
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 51
EC
5146
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 36
MMM
5147
Mendel Money Management
Illinois
$224M -$7.34M -3% 140
SFPG
5148
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 165
FFA
5149
Florida Financial Advisors
Florida
$224M +$29.9M +15% 209
BTIM
5150
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 56