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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
CIA
3926
Compass Ion Advisors
Pennsylvania
$311M +$32.6M +12% 3.98% 68.9% 107 26.17%
TA
3927
TRB Advisors
New York
$311M +$34.5M +12% 13.5% 64% 8 0%
KLI
3928
Kelman-Lazarov Inc
Tennessee
$311M +$25.2M +9% 7.32% 46.6% 87 9.2%
NC
3929
NinePointTwo Capital
California
$311M +$52.5M +20% 0.17% 1.62% 204 66.18%
TAM
3930
Tucker Asset Management
Colorado
$310M +$32.8M +12% 7.03% 64.2% 462 18.83%
DCM
3931
Divisar Capital Management
California
$310M +$18.1M +6% 13.3% 194% 31 12.9%
CWS
3932
Confluence Wealth Services
Pennsylvania
$310M 11.1% 64.5% 1,284
DDSF
3933
Diana Davis Spencer Foundation
Maryland
$310M -$3.6M -1% 1.14% 13.4% 3 0%
FCFC
3934
First Commonwealth Financial Corp
Pennsylvania
$310M +$32.3M +12% 10% 72.9% 179 7.82%
PCM
3935
Poehling Capital Management
Wisconsin
$310M +$13.6M +5% 5.4% 70.9% 145 11.03%
SRC
3936
Stone Run Capital
New York
$310M +$18M +6% 12.2% 77.8% 67 11.94%
SC
3937
Scholtz & Company
Connecticut
$309M +$26.8M +9% 11.6% 89.2% 77 31.17%
CWP
3938
Curated Wealth Partners
California
$309M +$130M +73% 6.7% 48.7% 155 14.84%
PCP
3939
Polunin Capital Partners
United Kingdom
$309M +$184M +148% 2.72% 252% 12 91.67%
LCP
3940
Legacy Capital Partners
Wisconsin
$309M +$32.6M +12% 12.7% 85.6% 148 10.81%
BEI
3941
Benjamin Edwards Inc
Missouri
$309M +$144M +88% 10.2% 66.5% 738 29.67%
PFM
3942
Peak Financial Management
Massachusetts
$309M +$13.7M +5% 4.83% 51.8% 80 15%
FL
3943
Fort LP
Maryland
$309M +$8.21M +3% 11.9% 56.8% 313 17.25%
GLCM
3944
Greenlea Lane Capital Management
Connecticut
$308M +$2.36M +0.8% 4.22% 99.7% 11 36.36%
PWM
3945
Praetorian Wealth Management
California
$308M +$12.9M +4% 5.81% 53.8% 61 45.9%
WKWM
3946
Walter & Keenan Wealth Management
Indiana
$308M +$13.1M +4% 9.84% 92% 155 7.74%
AIA
3947
Absolute Investment Advisers
Florida
$307M +$22.1M +8% 0% 0.22% 74 27.03%
AG
3948
Aravt Global
New York
$307M -$49M -14% 2.09% 83.7% 13 30.77%
LA
3949
LexAurum Advisors
Kansas
$307M -$31.5M -9% 7.19% 290 18.97%
JW
3950
Jenkins Wealth
Colorado
$307M 4.97% 31