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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
LL
4201
LPWM LLC
Minnesota
$396M +$21.6M +6% 1.3% 54.3% 88 5.68%
HLAM
4202
Hidden Lake Asset Management
New York
$395M -$387M -49% 2.09% 850% 60 75%
DCPAL
4203
Div Capital Phoenix Assets Ltd
$395M 3.73% 13
CW
4204
Channel Wealth
California
$395M +$21.1M +6% 2.77% 59.3% 185 12.97%
IAA
4205
Ironsides Asset Advisors
North Carolina
$395M +$6.72M +2% 0.45% 44.9% 81 16.05%
GLAM
4206
Gardner Lewis Asset Management
Pennsylvania
$394M -$28.3M -7% 10.5% 240% 104 52.88%
PLU
4207
Performa Ltd (US)
South Carolina
$394M +$17M +5% 1.21% 55.8% 58 20.69%
RI
4208
Rinkey Investments
California
$394M +$16.8M +4% 1.04% 38.4% 143 21.68%
KFG
4209
Kelly Financial Group
Connecticut
$393M +$16.4M +4% 1.54% 98 4.08%
TODC
4210
Trustees of Dartmouth College
New Hampshire
$393M +$3.97M +1% 1.64% 52.5% 10 30%
XWM
4211
Xcel Wealth Management
Florida
$393M +$8.43M +2% 3.08% 93.7% 149 10.74%
SP
4212
Sequent Planning
Nebraska
$393M +$40.5M +12% 1.58% 237 19.83%
RAM
4213
Redmond Asset Management
Virginia
$392M -$15.1M -4% 0.71% 61.5% 203 5.42%
PCFFS
4214
Pacific Center for Financial Services
California
$392M $0 0% 0.9% 54.7% 475 0%
CA
4215
CV Advisors
Florida
$392M +$31.1M +9% 3.26% 98.9% 54 18.52%
EC
4216
Engaged Capital
California
$392M -$15.6M -4% 8.59% 26.2% 9 0%
BWM
4217
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 2.58% 54.9% 184 9.78%
LSA
4218
Lansing Street Advisors
Pennsylvania
$392M +$14.7M +4% 2.94% 152 14.47%
DP
4219
Divergent Planning
Maryland
$392M +$15.4M +4% 2% 43.3% 37 8.11%
SCM
4220
Sollinda Capital Management
Florida
$391M +$26.5M +7% 1.38% 81 22.22%
ACM
4221
Alight Capital Management
New York
$391M -$70.7M -15% 6.74% 466% 81 46.91%
WCM
4222
Whitefort Capital Management
New York
$391M +$52.8M +16% 12.1% 243% 22 27.27%
QCM
4223
Quadratic Capital Management
Connecticut
$391M +$68M +21% 1.71% 0.74% 2 0%
PWS
4224
Peterson Wealth Services
Utah
$391M -$14.2M -3% 2.06% 153% 223 6.28%
SIAG
4225
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 3.06% 84.3% 166 20.48%