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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
RM
5051
RP Management
New York
$228M +$48.9M +27% 30.7% 208% 4 0%
XSC
5052
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 6.4% 112% 173 16.18%
ACH
5053
Axis Capital Holdings
Bermuda
$228M +$12M +6% 5.57% 67% 3 0%
PKC
5054
Palmer Knight Company
Florida
$228M +$18.4M +9% 7.38% 58% 36 5.56%
WMA
5055
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 7.31% 111% 223 14.8%
LFP
5056
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 6.23% 56.8% 77 15.58%
LK
5057
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 6.51% 105% 82 13.41%
TF
5058
Theory Financial
Colorado
$227M +$15.3M +7% 5.34% 40.5% 71 11.27%
IGYL
5059
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3.44% 81.2% 3 0%
WI
5060
WJ Interests
Texas
$227M +$26M +13% 7.06% 50.6% 21 28.57%
AWMT
5061
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 4.77% 58.8% 78 17.95%
ECA
5062
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 5.1% 75 72%
IWN
5063
Independent Wealth Network
Iowa
$226M +$11.4M +5% 6.09% 75.1% 235 14.47%
GCM
5064
Gator Capital Management
Florida
$226M +$29M +15% 17.9% 201% 64 18.75%
AFA
5065
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 4.97% 30.8% 48 12.5%
BWG
5066
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 7.28% 68 2.94%
BTWM
5067
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 7.14% 83.6% 294 25.51%
HIM
5068
Harbour Investment Management
Washington
$226M +$9.28M +4% 5.2% 58.8% 91 4.4%
EF
5069
Exeter Financial
Arizona
$226M +$16.1M +8% 8.39% 50.4% 93 5.38%
AIC
5070
Anthracite Investment Company
Texas
$226M +$1.76M +0.8% 6.55% 108 47.22%
AWM
5071
Act Wealth Management
Texas
$226M +$22.3M +11% 7.25% 66.7% 50 16%
WF
5072
Warner Financial
Maryland
$226M +$20.5M +10% 6.79% 62.1% 115 4.35%
SI
5073
SimpliFi Inc
California
$226M +$9M +4% 5.77% 26.7% 42 4.76%
CCAM
5074
Codex Capital Asset Management
Texas
$225M +$7.02M +3% 3.94% 38 7.89%
BP
5075
BWM Planning
Texas
$225M 5.73% 76