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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
GIP
2526
Greatmark Investment Partners
Georgia
$566M -$28.5M -5% 1.36% 62% 137 11.68%
CC
2527
Covalis Capital
United Kingdom
$565M +$99.1M +21% 11.2% 31.3% 67 64.18%
KC
2528
Kepos Capital
New York
$565M +$19.2M +4% 1.5% 22.2% 399 34.84%
GA
2529
GRS Advisors
Illinois
$565M +$3.51M +0.6% 5.22% 41.1% 36 38.89%
ACG
2530
Allen Capital Group
Nebraska
$565M -$20M -3% 2.45% 56.9% 182 12.09%
SFBLI
2531
Southern Farm Bureau Life Insurance
Mississippi
$565M -$57M -9% 4.03% 47.4% 16 12.5%
OCG
2532
Opus Capital Group
Ohio
$564M -$13.8M -2% 2.9% 39.5% 126 8.73%
CWG
2533
Cornerstone Wealth Group
North Carolina
$564M +$12M +2% 3.11% 96.5% 160 17.5%
SFC
2534
SYM Financial Corp
Indiana
$563M +$70.1M +14% 4.33% 43.3% 201 44.78%
IDA
2535
Intelligence Driven Advisers
California
$563M -$7.33M -1% 2.81% 43.8% 101 20.79%
DCM
2536
Discovery Capital Management
Connecticut
$563M -$388M -41% 6.95% 556% 75 65.33%
TIM
2537
Thompson Investment Management
Wisconsin
$563M -$53.3M -9% 5.51% 83.5% 425 5.65%
ODIJL
2538
One Day In July LLC
Vermont
$562M +$9.4M +2% 4.72% 33.3% 106 16.98%
CHC
2539
City Holding Co
West Virginia
$561M -$19.5M -3% 2.09% 81.3% 538 10.22%
AFAS
2540
Acorn Financial Advisory Services
Virginia
$560M -$2.74M -0.5% 2.55% 96.9% 254 9.45%
RWA
2541
River Wealth Advisors
Pennsylvania
$559M -$30.3M -5% 3.24% 67.7% 213 7.04%
BEAM
2542
Baker Ellis Asset Management
Washington
$557M -$31.2M -5% 2.99% 89.2% 216 11.11%
HIC
2543
Hartline Investment Corp
Illinois
$557M -$30M -5% 2.81% 201% 117 11.97%
GIM
2544
Greylin Investment Management
Virginia
$557M +$2.97M +0.5% 2.53% 52.1% 74 12.16%
LSPW
2545
Lake Street Private Wealth
Illinois
$556M -$13.2M -2% 2.24% 77% 305 12.13%
NFT
2546
Nan Fung Trinity
Hong Kong
$555M +$149M +37% 2.78% 82.3% 33 60.61%
MSAM
2547
Moloney Securities Asset Management
Missouri
$555M -$10.6M -2% 2.05% 86% 479 18.37%
GLR
2548
Great Lakes Retirement
Ohio
$555M -$10.8M -2% 2.3% 77.3% 236 16.95%
GWP
2549
Gateway Wealth Partners
Wisconsin
$555M -$4.69M -0.8% 3.39% 46.3% 273 18.32%
IFWM
2550
Institute for Wealth Management
Colorado
$554M -$38.4M -6% 2.39% 137% 481 8.94%