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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
CP
4776
Canopy Partners
Ohio
$299M +$26.7M +10% 8.31% 245 11.43%
GU
4777
Georgetown University
District of Columbia
$299M +$36.8M +14% 11.1% 73.1% 20 20%
KWM
4778
Kanen Wealth Management
Florida
$299M +$37.8M +14% 30.8% 164% 32 21.88%
RIA
4779
Realta Investment Advisors
Delaware
$299M +$46M +18% 14.3% 126% 360 24.44%
GREM
4780
Grey Rock Energy Management
Texas
$299M -$53.1M -15% 15.1% 1 0%
BCIM
4781
Bishop & Co Investment Management
Pennsylvania
$299M +$20.7M +7% 6.02% 47.6% 27 0%
FCT
4782
Family Capital Trust
Massachusetts
$299M +$10.2M +4% 3.51% 32.3% 96 41.67%
PCS
4783
Private Client Services
Kentucky
$299M +$42.1M +16% 7.04% 223 23.77%
TAP
4784
Tounjian Advisory Partners
Florida
$299M -$217M -42% 8.63% 248 45.56%
CAM
4785
Costello Asset Management
Pennsylvania
$299M +$32.5M +12% 9.41% 65.9% 705 8.23%
BMC
4786
Bear Mountain Capital
Washington
$299M +$19.5M +7% 4.89% 326 45.09%
VG
4787
Visualize Group
New York
$299M -$1.01M -0.3% 2.69% 16 68.75%
JWS
4788
Juncture Wealth Strategies
Arizona
$298M +$17M +6% 7.86% 71.5% 145 24.14%
CC
4789
Checkpoint Capital
California
$298M +$83.9M +39% 39.5% 11 36.36%
YAL
4790
Your Advocates Ltd
Texas
$298M +$20.2M +7% 6.61% 42.5% 229 14.85%
IWMA
4791
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 4.81% 31.1% 42 2.38%
HPM
4792
H. Partners Management
New York
$298M -$32M -10% 4.29% 30.8% 3 33.33%
DC
4793
Defender Capital
North Carolina
$298M +$3.65M +1% 0% 83.5% 40 100%
ACM
4794
Ariose Capital Management
Hong Kong
$298M +$140M +88% 39.5% 1,745% 44 79.55%
ATC
4795
Adirondack Trust Company
New York
$298M +$22.7M +8% 7.88% 84.9% 521 10.36%
CFM
4796
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 17.3% 169% 78 55.13%
DPCM
4797
Doma Perpetual Capital Management
Florida
$298M +$33.8M +13% 9.26% 12 16.67%
CHJWM
4798
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 7.34% 58.2% 145 6.21%
OWM
4799
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 4.85% 36.8% 196 20.41%
GIM
4800
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 10.3% 203 0%