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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
BLC
4501
Brown, Lisle/Cummings
Rhode Island
$186M +$15M +9% 9.83% 61.8% 532 5.83%
CM
4502
Cartica Management
District of Columbia
$186M -$3.84M -2% 7.05% 92.9% 14 7.14%
KFSC
4503
Keystone Financial Services (Colorado)
Colorado
$186M +$13.9M +8% 8.06% 52.9% 87 17.24%
LL
4504
LPWM LLC
Minnesota
$186M +$18.1M +11% 7.39% 54.3% 63 14.29%
AZ
4505
Aquamarine Zurich
Switzerland
$186M +$21.5M +13% 13.6% 74.8% 12 0%
OPW
4506
Oxler Private Wealth
New York
$186M +$6.86M +4% 6.01% 87.3% 347 75.5%
NTCM
4507
Nut Tree Capital Management
New York
$186M -$139M -43% 1.83% 81.7% 9 33.33%
NCM
4508
Next Capital Management
New York
$185M +$53.1M +40% 5.88% 56.1% 131 19.85%
CCM
4509
Cota Capital Management
California
$185M -$8.88M -5% 9.55% 46% 12 0%
MPW
4510
Monterey Private Wealth
California
$185M +$18.4M +11% 9.4% 29.8% 104 11.54%
IHWM
4511
Iron Horse Wealth Management
Iowa
$185M +$116M +167% 6.59% 29.1% 287 45.99%
PAM
4512
Pegasus Asset Management
New York
$185M +$8.37M +5% 10.2% 82% 75 8%
2L
4513
22NW LP
Washington
$185M +$8.38M +5% 26.9% 131% 20 5%
AEPLI
4514
AH Equity Partners LSV III
California
$185M +$8.5M +5% 5.24% 3 0%
FNWM
4515
Financial Network Wealth Management
Utah
$185M +$24.6M +15% 6.55% 113 29.2%
BAM
4516
Bullseye Asset Management
Colorado
$185M +$12.7M +7% 8.78% 55% 85 5.88%
AIM
4517
Atlantic Investment Management
New York
$185M -$36.6M -17% 21.8% 34% 10 10%
GWM
4518
Graybill Wealth Management
Illinois
$185M +$16.3M +10% 9.04% 50 2%
OIA
4519
Optimum Investment Advisors
Illinois
$185M -$1.34M -0.7% 9.34% 125% 860 13.95%
S
4520
Schroders
United Kingdom
$185M +$6.65M +4% 2.55% 5.82% 4 25%
SCI
4521
Stableford Capital II
Arizona
$184M -$22.3M -11% 6.12% 59.3% 128 21.88%
TH
4522
Team Hewins
California
$184M 13.7% 60.5% 25
NV
4523
Northpond Ventures
Maryland
$184M +$41.6M +29% 37.4% 67.3% 5 0%
OFP
4524
OLIO Financial Planning
Virginia
$184M +$15.6M +9% 7.56% 47.8% 43 6.98%
GA
4525
Greytown Advisors
Florida
$184M +$18.6M +11% 9.78% 14.1% 102 10.78%