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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
LI
3301
Lafayette Investments
Maryland
$467M -$7.78M -2% 0.8% 63.2% 155 9.68%
WEG
3302
World Equity Group
Illinois
$466M +$190M +68% 4.13% 99% 399 46.12%
DC
3303
Decheng Capital
California
$466M +$44M +10% 10.1% 30 20%
PCM
3304
PenderFund Capital Management
British Columbia, Canada
$465M +$31.2M +7% 3.7% 130% 191 60.73%
SWM
3305
SilverOak Wealth Management
Minnesota
$465M +$19.1M +4% 0.95% 104 14.42%
BL
3306
BWCP LP
Texas
$465M +$13.7M +3% 12.9% 161% 32 40.63%
CCM
3307
Corsair Capital Management
New York
$465M +$42.2M +10% 15.8% 368% 148 39.86%
MW
3308
Maia Wealth
Colorado
$465M +$59.8M +15% 0.48% 351 29.34%
HA
3309
Huntleigh Advisors
Missouri
$464M 8.93% 261
LFS
3310
Legacy Financial Strategies
Kansas
$464M +$11.1M +2% 1.08% 67.1% 126 14.29%
OMC
3311
Overbrook Management Corp
New York
$464M +$28.5M +7% 6.98% 146% 57 15.79%
VW
3312
Vantage Wealth
California
$464M +$1.99M +0.4% 1.41% 56.1% 33 3.03%
OL
3313
Optas LLC
Texas
$464M +$29.4M +7% 4% 118% 293 17.75%
WCAMG
3314
Woodard & Company Asset Management Group
North Carolina
$464M +$18.9M +4% 1.73% 84.8% 130 12.31%
VCM
3315
Versant Capital Management
Arizona
$464M +$25.3M +6% 2.37% 82.4% 2,450 21.14%
EPAM
3316
Euro Pacific Asset Management
Puerto Rico
$464M -$78.7M -15% 9.43% 137% 75 5.33%
AVA
3317
Atlas Venture Advisors
Massachusetts
$463M -$20.9M -4% 4.17% 29.2% 5 20%
KNW
3318
Kesler Norman & Wride
Utah
$463M -$46.2M -9% 0.23% 76% 250 25.2%
WCP
3319
Welch Capital Partners
New York
$463M +$15.7M +4% 3.05% 66.3% 25 16%
CAAM
3320
Cornerstone Advisors Asset Management
Pennsylvania
$463M +$10.4M +2% 1.53% 32.7% 108 4.63%
CT
3321
Clearstead Trust
Maine
$463M +$45M +11% 3.78% 84.1% 448 11.38%
AC
3322
AlphaCore Capital
California
$463M +$19.7M +4% 3.75% 68.3% 283 21.55%
KMC
3323
Kirr Marbach & Co
Indiana
$462M +$14.4M +3% 4.53% 135% 58 8.62%
MKA
3324
M. Kulyk & Associates
Georgia
$462M -$35.2M -7% 0.76% 52.3% 118 14.41%
ACGDR
3325
Atmos Capital Gestao de Recursos
Brazil
$461M -$240M -34% 14.5% 210% 14 21.43%