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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
KLCM
4201
KG&L Capital Management
Louisiana
$310M +$20.9M +7% 3.55% 69.6% 209 22.49%
SSW
4202
Stone Summit Wealth
Florida
$310M +$31M +11% 5.3% 59.6% 141 2.84%
TCM
4203
Tyro Capital Management
Florida
$310M +$89.4M +41% 30.9% 23 60.87%
OHCM
4204
Oak Hill Capital Management
New York
$310M -$1.68M -0.5% 0.54% 1.19% 1 0%
RFWA
4205
RPg Family Wealth Advisory
Massachusetts
$310M +$5.64M +2% 7.76% 90.4% 117 41.03%
DA
4206
Drake & Associates
Wisconsin
$310M +$30.4M +11% 5.43% 42.3% 92 19.57%
GJWM
4207
Gilliland Jeter Wealth Management
Arkansas
$310M +$12.7M +4% 7.13% 708 9.04%
CCG
4208
Cloverfields Capital Group
Minnesota
$309M +$13.1M +4% 8.61% 91.5% 99 12.12%
WCP
4209
Wick Capital Partners
Pennsylvania
$309M +$21.2M +7% 5.64% 48.1% 87 18.39%
OA
4210
Operose Advisors
Wisconsin
$309M +$26.8M +9% 7.33% 53.3% 633 12.32%
RWA
4211
Roberts Wealth Advisors
California
$309M +$16.1M +6% 5.78% 73.2% 97 9.28%
RW
4212
Regimen Wealth
Georgia
$309M +$18.7M +6% 5.32% 28.5% 67 10.45%
RI
4213
Rinkey Investments
California
$309M +$30.7M +11% 5.13% 38.4% 90 30%
NICM
4214
Neo Ivy Capital Management
New York
$309M -$201M -39% 6.7% 422 85.55%
CWA
4215
CM Wealth Advisors
Ohio
$309M +$98.4M +47% 6.29% 55.8% 85 12.94%
CD
4216
Chapin Davis
Maryland
$309M +$16.1M +6% 7.64% 323% 246 12.6%
WWG
4217
West Wealth Group
California
$309M +$25.8M +9% 5.57% 56.6% 92 20.65%
GWM
4218
Gibbs Wealth Management
Georgia
$309M +$61.4M +25% 6.59% 268 16.79%
BWM
4219
BCGM Wealth Management
Indiana
$308M +$19.6M +7% 5.01% 47.4% 157 6.37%
LPP
4220
Long Path Partners
Connecticut
$308M +$56M +22% 7.84% 9.18% 10 0%
TCOO
4221
Trust Company of Oklahoma
Oklahoma
$308M +$23.5M +8% 6.14% 88.7% 135 9.63%
AFA
4222
AllGen Financial Advisors
Florida
$308M +$44.5M +17% 6.11% 39.7% 42 16.67%
TA
4223
Teramo Advisors
Florida
$308M +$19M +7% 5.76% 62.5% 9 22.22%
FMC
4224
FTV Management Company
California
$308M +$31.5M +11% 11.4% 30.5% 1 0%
PA
4225
Paragon Advisors
Texas
$308M +$33.7M +12% 3.55% 109% 77 6.49%