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
SA
6976
Seneschal Advisors
Washington
$120M 36
JPT
6977
Jordan Park Trust
New Hampshire
$120M 12
SRSA
6978
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 40
BRF
6979
B. Riley Financial
California
$120M -$30.2M -20% 20
IC
6980
Immersion Capital
United Kingdom
$120M -$63.8M -35% 9
LA
6981
LPF Advisors
Florida
$120M +$2.65M +2% 38
LCM
6982
Lonestar Capital Management
California
$119M +$5.37M +5% 30
RCA
6983
Roberts Capital Advisors
Colorado
$119M +$2.55M +2% 89
FLP
6984
Financial Life Planners
Arizona
$119M 411
MMRF
6985
Michelson Medical Research Foundation
California
$119M -$22.5M -16% 29
KA
6986
Kailix Advisors
Florida
$119M +$690K +0.6% 8
LC
6987
LTG Capital
Massachusetts
$119M -$1.07M -0.9% 26
LCM
6988
Lattice Capital Management
Washington
$119M +$9.32M +8% 32
LWM
6989
Lionsbridge Wealth Management
Florida
$119M -$7.44M -6% 77
BTC
6990
Bank & Trust Company
Illinois
$119M -$4.18M -3% 287
FFS
6991
Forge Financial Services
Oklahoma
$119M 20
OC
6992
Opinicus Capital
Florida
$119M -$6.17M -5% 104
EECFI
6993
EnCap Energy Capital Fund IX
Texas
$119M +$20.9M +21% 2
SRB
6994
Shotwell Rutter Baer
Michigan
$119M -$2.94M -2% 34
AWP
6995
Axis Wealth Partners
Rhode Island
$119M 130
FPWM
6996
Five Pine Wealth Management
Idaho
$119M 40
OP
6997
Orvieto Partners
Massachusetts
$119M 35
LBC
6998
Leigh Baldwin & Co
New York
$119M 160
AWM
6999
Alterna Wealth Management
Texas
$119M +$7.09M +6% 118
FH
7000
Financial Harvest
Florida
$118M 53