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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
KWM
3901
Kanen Wealth Management
Florida
$279M -$159M -36% 6.15% 328% 34 32.35%
CI
3902
CAZ Investments
Texas
$279M -$31M -10% 1.41% 255% 44 9.09%
TLP
3903
Trinity Legacy Partners
Texas
$279M +$6.49M +2% 2.63% 63.3% 132 29.55%
LFM
3904
Lumina Fund Management
New York
$279M +$61.1M +28% 0.51% 28.1% 54 40.74%
CIA
3905
Compass Ion Advisors
Pennsylvania
$278M +$20.9M +8% 2.17% 68.9% 95 10.53%
PIC
3906
PCJ Investment Counsel
Ontario, Canada
$278M +$11.2M +4% 0.53% 164% 93 46.24%
NL
3907
NVWM LLC
Pennsylvania
$278M -$260K -0.1% 0.96% 107% 555 25.59%
FCFC
3908
First Commonwealth Financial Corp
Pennsylvania
$278M -$7.58M -3% 0.94% 72.9% 177 10.17%
AIC
3909
Ayalon Insurance Company
Israel
$278M -$22.8M -8% 0.28% 89.3% 167 23.95%
HNW
3910
High Note Wealth
Minnesota
$277M +$1.93M +0.7% 1.42% 73% 84 4.76%
TAM
3911
Tucker Asset Management
Colorado
$277M +$56M +25% 0.05% 64.2% 407 21.87%
SWM
3912
Soundmark Wealth Management
Washington
$277M +$34.3M +14% 1.7% 17.2% 74 18.92%
RWI
3913
Red Wave Investments
Pennsylvania
$277M +$9.14M +3% 1.03% 58% 99 8.08%
RFA
3914
Radnor Financial Advisors
Pennsylvania
$277M -$476K -0.2% 2.03% 3.04% 26 0%
TS
3915
Tamar Securities
California
$277M +$17M +7% 1.97% 84.8% 55 10.91%
GG
3916
Gleason Group
Kentucky
$277M +$854K +0.3% 1.56% 64% 211 4.74%
RMAM
3917
Raab & Moskowitz Asset Management
New Jersey
$277M +$3.36M +1% 0.09% 75% 163 4.29%
NPT
3918
Nixon Peabody Trust
Massachusetts
$277M +$17.2M +7% 1.53% 85.3% 74 13.51%
AA
3919
AlphaMark Advisors
Kentucky
$277M +$2.45M +0.9% 0.62% 26.4% 627 9.89%
ANRIA
3920
American National Registered Investment Advisor
Texas
$276M -$3.05M -1% 0.43% 95.8% 238 1.68%
LCP
3921
Legacy Capital Partners
Wisconsin
$276M -$3.16M -1% 0.21% 85.6% 147 12.93%
TA
3922
TRB Advisors
New York
$276M -$165M -37% 1.88% 64% 13 38.46%
SFG
3923
Summit Financial Group
West Virginia
$276M +$9.02M +3% 0.83% 26.1% 208 7.69%
VCM
3924
Voce Capital Management
California
$276M -$2.47M -0.9% 0.11% 69.2% 12 16.67%
HFBOT
3925
Home Federal Bank of Tennessee
Tennessee
$276M -$506K -0.2% 0.64% 65.2% 73 6.85%