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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
DRS
4926
Deane Retirement Strategies
Louisiana
$179M -$3.2M -2% 1.08% 64.7% 75 40%
PFT
4927
Providence First Trust
Arizona
$179M -$2.57M -1% 3.27% 64.1% 94 11.7%
BMWM
4928
Brown Miller Wealth Management
Virginia
$179M -$6.22M -3% 4.43% 102% 127 11.81%
LAM
4929
Lountzis Asset Management
Pennsylvania
$179M -$2.11M -1% 2.57% 144% 45 2.22%
SHCM
4930
Stone House Capital Management
Florida
$179M -$20.4M -10% 6.68% 151% 4 25%
SC
4931
Steph & Co
Wisconsin
$179M -$4.08M -2% 3.4% 56.8% 298 21.14%
LFA
4932
Level Financial Advisors
New York
$179M -$230K -0.1% 2.79% 41.5% 301 11.3%
WA
4933
Waterford Advisors
New York
$179M -$29M -14% 3.99% 50.5% 56 23.21%
FWM
4934
FSA Wealth Management
Massachusetts
$179M -$6.53M -4% 4.22% 51 9.8%
YEPX
4935
Yorktown Energy Partners XI
New York
$179M +$11.6M +7% 9.53% 105% 5 0%
KSWA
4936
Kathleen S. Wright Associates
Pennsylvania
$179M +$21.8M +14% 2.03% 66% 199 19.1%
WCP
4937
Wick Capital Partners
Pennsylvania
$179M +$9.61M +6% 3.74% 60% 70 35.71%
CW
4938
Channel Wealth
California
$179M +$4.66M +3% 2.7% 59.3% 200 19.5%
MC
4939
Machina Capital
France
$179M +$2.22M +1% 6.25% 34.8% 380 69.21%
CF
4940
CNA Financial
Illinois
$178M +$11.8M +7% 0.97% 48.6% 20 40%
SWM
4941
Silverlake Wealth Management
Vermont
$178M -$1.76M -1% 3.56% 64.5% 244 13.93%
BIMC
4942
Benson Investment Management Company
Virginia
$178M -$2.06M -1% 2.64% 91.6% 55 34.55%
NP
4943
Newlight Partners
New York
$178M -$65.1M -27% 9.43% 92.8% 2 0%
MAM
4944
Mystic Asset Management
Rhode Island
$178M -$8.56M -5% 3.64% 102% 148 8.11%
SWA
4945
ShankerValleau Wealth Advisors
Illinois
$178M -$3.95M -2% 3.44% 56.3% 25 12%
SP
4946
Saranac Partners
$178M -$10.7M -6% 3.01% 69% 96 18.75%
RM
4947
Radcliff Management
New York
$178M -$46.4M -21% 20.4% 47.6% 2 0%
HLA
4948
Hamilton Lane Advisors
Pennsylvania
$178M -$50.2M -22% 2.56% 187% 55 47.27%
FC
4949
Fusion Capital
South Carolina
$178M -$1.39M -0.8% 1.64% 100% 74 2.7%
MC
4950
Metavasi Capital
New York
$178M +$24.1M +16% 17.3% 840% 38 55.26%