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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
WE
4626
Wealth Effects
Massachusetts
$282M -$3.93M -1% 3.77% 202% 230 13.48%
CG
4627
Clarus Group
Texas
$281M +$44.4M +19% 2.13% 65.5% 114 13.16%
KFG
4628
Kelly Financial Group
Connecticut
$281M 2.31% 78
ICP
4629
Impact Capital Partners
Colorado
$281M 2.15% 250
SW
4630
SMART Wealth
Nebraska
$281M +$25.9M +10% 1.85% 77.7% 170 31.76%
AFCM
4631
Alta Fox Capital Management
Texas
$281M +$85.2M +44% 12.3% 261% 18 50%
BL
4632
BCWM LLC
Kansas
$281M 3.24% 59
THLTP
4633
Thomas H. Lee (THL) Partners
Massachusetts
$281M +$21.4M +8% 8.25% 37.2% 1 0%
KTM
4634
Keeler Thomas Management
Utah
$281M -$35.6M -11% 0.21% 46.1% 70 7.14%
NC
4635
Nokomis Capital
Texas
$281M -$13.7M -5% 7.67% 145% 66 31.82%
APA
4636
Astoria Portfolio Advisors
New York
$280M -$13M -4% 0.45% 75.4% 241 23.65%
LFP
4637
Leeward Financial Partners
Washington
$280M +$15.3M +6% 4.26% 83% 94 11.7%
VWA
4638
VSM Wealth Advisory
Maryland
$280M 0.2% 474
LLWM
4639
Life Line Wealth Management
California
$280M +$587K +0.2% 2.39% 30 33.33%
FFO
4640
Fortitude Family Office
Arizona
$280M +$27.6M +11% 0.47% 1,398 21.32%
CL
4641
CLG LLC
California
$280M 0.46% 117
FNWM
4642
Financial Network Wealth Management
Utah
$280M +$879K +0.3% 0.01% 117 5.13%
AW
4643
Alaethes Wealth
Nevada
$280M +$8.79M +3% 2.49% 96.4% 118 14.41%
AGP
4644
Artia Global Partners
Florida
$280M -$87.1M -24% 4.81% 725% 57 56.14%
SIP
4645
Stoneridge Investment Partners
Pennsylvania
$280M +$10.8M +4% 0.76% 44.2% 168 48.21%
TPCM
4646
Two Point Capital Management
New York
$280M +$5.67M +2% 0.31% 26 3.85%
UC
4647
Unio Capital
New Jersey
$280M +$32.3M +13% 1.16% 97.8% 37 32.43%
SA
4648
Sicart Associates
New York
$280M -$5.2M -2% 3.51% 99.1% 73 5.48%
CAG
4649
Compass Advisory Group
New York
$279M +$22.2M +9% 0.16% 49.2% 77 12.99%
LWM
4650
Long Walk Management
Connecticut
$279M +$37.7M +16% 29.4% 302% 11 9.09%