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
SHFP
6401
Second Half Financial Partners
Florida
$125M -$99.9M -44% 70
LWM
6402
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 66
MC
6403
Muzinich & Co
New York
$125M +$9.56M +8% 69
NFA
6404
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 114
G
6405
Greycroft
New York
$125M -$18.1M -13% 8
TIM
6406
Tevis Investment Management
Texas
$124M +$6.88M +6% 94
GAA
6407
Green Alpha Advisors
Colorado
$124M -$13.6M -10% 143
HFA
6408
Harbert Fund Advisors
Alabama
$124M -$20.9M -14% 114
EWA
6409
Emergent Wealth Advisors
New York
$124M +$8.4M +7% 113
CIA
6410
Cohen Investment Advisors
New Hampshire
$124M -$29.9M -19% 78
CP
6411
Clayton Partners
California
$124M +$6.6M +6% 39
D
6412
Dentgroup
Louisiana
$124M +$3.24M +3% 89
KWA
6413
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 92
DJFS
6414
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 13
MA
6415
Mosaic Advisors
Texas
$124M +$1.47M +1% 17
SM
6416
Salzhauer Michael
$124M -$717K -0.6% 83
HLA
6417
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 20
CG
6418
Clifford Group
Massachusetts
$124M +$2.75M +2% 74
OA
6419
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 48
FWM
6420
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 43
PMSA
6421
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 140
EWS
6422
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 96
LI
6423
Latash Investments
Alaska
$123M -$17.2M -12% 20
NC
6424
Napatree Capital
Rhode Island
$123M +$20.1M +19% 138
SI
6425
Stonekeep Investments
New Mexico
$123M 48