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
FF
6701
Farrell Financial
New York
$100M 60
LHWM
6702
Lake Hills Wealth Management
Texas
$99.9M +$1.13M +1% 46
LF
6703
LifePlan Financial
Minnesota
$99.8M 89
NC
6704
Napatree Capital
Rhode Island
$99.8M 117
HFS
6705
Hoge Financial Services
Pennsylvania
$99.7M 46
EFG
6706
Ehrlich Financial Group
California
$99.7M 94
GF
6707
Gimbal Financial
Indiana
$99.7M 41
AC
6708
AWH Capital
Texas
$99.6M -$12.7M -11% 29
GECH
6709
Garnet Equity Capital Holdings
New York
$99.6M -$8.75M -8% 27
MA
6710
Marquette Associates
Illinois
$99.5M 33
UIA
6711
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 238
PFS
6712
Prospect Financial Services
New York
$99.2M 69
SWM
6713
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 157
LL
6714
LMDAGG LLC
California
$99.1M 1
SWMG
6715
Sard Wealth Management Group
Georgia
$99.1M 42
PBT
6716
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 43
POIA
6717
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 487
MCM
6718
Moon Capital Management
New York
$98.6M +$15.7M +19% 15
GSPF
6719
Grafton Street Partners Fund
Florida
$98.6M 11
SPW
6720
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 30
DIM
6721
DC Investments Management
Virginia
$98.4M +$18.7M +23% 89
KGC
6722
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 44
YEPI
6723
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 4
RTC
6724
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 675
CCM
6725
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 95