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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
LWAM
3901
Legacy Wealth Asset Management
Minnesota
$247M -$34.3M -12% 12.5% 102% 349 14.04%
LWM
3902
Liberty Wealth Management
California
$247M -$30.6M -11% 14% 64.2% 173 22.54%
NCL
3903
Nishkama Capital LLC
Puerto Rico
$246M -$106M -30% 24.2% 723% 46 71.74%
SWM
3904
Shakespeare Wealth Management
Wisconsin
$246M -$31.6M -11% 13% 49.6% 77 10.39%
BCM
3905
Bond Capital Management
California
$246M -$145M -37% 29.1% 47.5% 5 0%
FFG
3906
Ford Financial Group
California
$246M -$15.1M -6% 14.2% 47.7% 140 22.14%
PC
3907
PhiloSmith Capital
Connecticut
$246M -$27.7M -10% 8.66% 54% 30 10%
SIG
3908
Spinnaker Investment Group
California
$245M -$61.9M -20% 11% 48.6% 94 27.66%
BCCM
3909
Bridge Creek Capital Management
Massachusetts
$245M -$54.5M -18% 13% 76.5% 106 7.55%
AWAM
3910
Appian Way Asset Management
New York
$245M +$25.3M +11% 9.72% 49.4% 51 64.71%
SFA
3911
Semmax Financial Advisors
North Carolina
$245M -$8.78M -3% 10% 316 16.46%
WAS
3912
Winch Advisory Services
Wisconsin
$245M -$42.6M -15% 12.7% 80.8% 513 15.2%
HIP
3913
Harrell Investment Partners
Texas
$245M -$37.7M -13% 14.6% 105% 102 12.75%
KC
3914
Kize Capital
New York
$245M -$37.5M -13% 13.9% 34.7% 7 0%
XT
3915
XTX Topco
Cayman Islands
$245M +$16.7M +7% 18.3% 87.3% 1,200 79.42%
PCM
3916
Prentice Capital Management
Connecticut
$245M -$177M -42% 35% 128% 34 64.71%
TGI
3917
TRV GP III
Massachusetts
$244M -$124M -34% 16.3% 170% 7 0%
W
3918
WealthOne
New York
$244M -$39.5M -14% 14.3% 23.4% 142 28.17%
BCFS
3919
Butensky & Cohen Financial Security
Florida
$244M -$40.3M -14% 11.8% 72.2% 103 14.56%
OWA
3920
Outlook Wealth Advisors
Texas
$244M -$54.6M -18% 12% 70% 209 17.22%
ACM
3921
Avalon Capital Management
California
$244M -$16.2M -6% 13.5% 151% 76 27.63%
OL
3922
Optas LLC
Texas
$244M -$61.4M -20% 17.2% 118% 157 15.29%
BCM
3923
Barometer Capital Management
Ontario, Canada
$244M -$305M -56% 2.34% 336% 137 66.42%
TLP
3924
Tri Locum Partners
New York
$244M -$11.8M -5% 2.33% 357% 67 68.66%
APGDR
3925
Absoluto Partners Gestao de Recursos
Brazil
$244M -$157M -39% 38.5% 78.7% 26 15.38%