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
CPW
5501
Cove Private Wealth
New York
$190M +$23.7M +14% 124
IFO
5502
Independent Family Office
New York
$190M -$2.36M -1% 72
SCA
5503
Sander Capital Advisors
Washington
$190M -$27.2M -13% 16
CA
5504
Crossingbridge Advisors
New York
$190M -$116M -38% 116
EA
5505
Evolution Advisers
Virginia
$190M +$6.99M +4% 189
SFP
5506
Strategic Financial Partners
Oregon
$190M -$5.98M -3% 75
OCP
5507
Oakcliff Capital Partners
New York
$190M -$5.79M -3% 10
BAM
5508
Ballast Asset Management
Texas
$190M -$11.9M -6% 55
SWA
5509
Sightline Wealth Advisors
Connecticut
$190M +$4.39M +2% 89
ACM
5510
Alight Capital Management
New York
$190M -$107M -36% 67
MC
5511
Matisse Capital
Oregon
$190M -$7.09M -4% 175
WA1
5512
Wimmer Associates 1
California
$190M -$12.7M -6% 112
EP
5513
EPIQ Partners
Minnesota
$190M +$4.7M +3% 78
RFP
5514
RCS Financial Planning
Maryland
$189M +$1.55M +0.8% 81
IFA
5515
Interactive Financial Advisors
Illinois
$189M -$1.5M -0.8% 88
SAM
5516
S.A. Mason
Michigan
$189M -$1.11M -0.6% 359
EBWM
5517
Eagle Bluffs Wealth Management
Missouri
$189M +$3M +2% 81
AIA
5518
Alternative Investment Advisors
Florida
$189M -$2.47M -1% 57
EF
5519
Elite Financial
Idaho
$189M +$4.58M +2% 112
PIAS
5520
PCA Investment Advisory Services
Ohio
$189M -$26.8M -12% 146
LJCM
5521
Lee Johnson Capital Management
Texas
$189M -$421K -0.2% 43
OFA
5522
Onyx Financial Advisors
Idaho
$189M +$6.73M +4% 17
M
5523
MYeCFO
California
$189M +$3.7M +2% 59
SPA
5524
Shore Point Advisors
New Jersey
$189M +$2.96M +2% 69
MI
5525
Moneywise Inc
Virginia
$189M -$10.6M -5% 59