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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
BWM
4776
BNC Wealth Management
Oregon
$179M +$9.94M +6% 12.8% 193% 125 32%
ACL
4777
APEIRON Capital Ltd
Hong Kong
$179M +$76.5M +75% 23.7% 105% 12 41.67%
SI
4778
Shaker Investments
Ohio
$179M +$17.9M +11% 7.28% 205% 91 21.98%
AFG
4779
Atomi Financial Group
New York
$179M 6.26% 117% 224
DSN
4780
D. Scott Neal
Kentucky
$179M -$27M -13% 3.79% 105% 64 12.5%
CC
4781
Claybrook Capital
Massachusetts
$179M +$16.2M +10% 3.2% 7.15% 142 9.86%
MECA
4782
Miller Equity Capital Advisors
Texas
$179M +$24.8M +16% 7.32% 23.7% 50 2%
EIA
4783
Eastover Investment Advisors
North Carolina
$179M +$4.24M +2% 4.05% 102% 49 12.24%
IPW
4784
Intergy Private Wealth
Colorado
$179M +$18.8M +12% 8.38% 67.6% 71 12.68%
AA
4785
Addison Advisors
Vermont
$179M +$11.6M +7% 5.24% 42.3% 809 25.34%
TPW
4786
Tiller Private Wealth
Pennsylvania
$178M +$9.14M +5% 9.43% 53.5% 53 20.75%
LWP
4787
Lumature Wealth Partners
Georgia
$178M -$478K -0.3% 5.02% 422 13.74%
YRHAM
4788
Yong Rong (HK) Asset Management
Hong Kong
$178M +$19.5M +12% 20.5% 3,176% 23 69.57%
CPFP
4789
Clear Perspectives Financial Planning
Ohio
$178M -$9.88M -5% 2.61% 242 21.07%
GCC
4790
Game Creek Capital
Massachusetts
$178M +$3.99M +2% 4.03% 108% 68 19.12%
LIA
4791
LSP Investment Advisors
New York
$178M -$49.2M -22% 3.12% 104% 28 17.86%
DCM
4792
DG Capital Management
New York
$178M +$4.59M +3% 9.93% 81.2% 45 46.67%
KIM
4793
Kestrel Investment Management
California
$178M +$5.23M +3% 4% 82.9% 43 20.93%
DP
4794
Divergent Planning
Maryland
$178M +$18.7M +12% 4.7% 43.3% 22 18.18%
AIM
4795
Anatole Investment Management
Hong Kong
$178M 33.2% 1,629% 2
VWM
4796
Vigilare Wealth Management
Arizona
$177M +$5.75M +3% 4.83% 56.9% 120 24.17%
GAAM
4797
Guinness Atkinson Asset Management
California
$177M +$18.2M +11% 16.5% 132% 104 0%
FLC
4798
Fifth Lane Capital
Texas
$177M +$66.1M +60% 11.5% 92% 262 54.96%
SI
4799
Saxon Interests
Texas
$177M +$1.66M +0.9% 5.21% 58.4% 182 18.13%
CFCI
4800
Comprehensive Financial Consultants Institutional
Indiana
$177M +$11.4M +7% 3.86% 70.2% 176 15.91%