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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 Avg Holding
Period (Yrs)
TCM
5101
TAM Capital Management
Connecticut
$229M +$61.9M +37% 9.14% 4.15% 14 57.14% 0.9
Tealwood Asset Management
5102
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 8.27% 128% 129 28.68% 2.9
MFC
5103
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 6.65% 81.6% 249 15.26% 2.2
Retirement Financial Solutions
5104
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 6.62% 52.5% 41 4.88% 1.3
Hel Ved Capital Management
5105
Hel Ved Capital Management
Hong Kong
$228M -$138M -38% 1.79% 1,351% 78 69.23% 0.3
IAMH
5106
IvyRock Asset Management (HK)
Hong Kong
$228M -$6.5M -3% 3.31% 76% 26 34.62% 1.1
Kepos Capital
5107
Kepos Capital
New York
$228M -$29.3M -11% 2.07% 21.1% 256 21.09% 1.8
WealthCare Investment Partners
5108
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 5.7% 62.6% 142 5.63% 1.9
Peak Planning Group
5109
Peak Planning Group
Colorado
$228M +$24.7M +12% 4.78% 105% 112 9.82% 2.1
One Advisory Partners
5110
One Advisory Partners
Kansas
$228M +$11M +5% 4.87% 58.3% 48 10.42% 1.9
RP Management
5111
RP Management
New York
$228M +$48.9M +27% 30.7% 208% 4 0% 2.6
X-Square Capital
5112
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 6.4% 158% 173 16.18% 2.7
Axis Capital Holdings
5113
Axis Capital Holdings
$228M +$12M +6% 5.57% 76% 3 0% 7.8
Palmer Knight Company
5114
Palmer Knight Company
Florida
$228M +$18.4M +9% 7.38% 78.9% 36 5.56% 3.5
WMA
5115
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 7.31% 111% 223 14.8% 3.2
LFP
5116
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 6.23% 65.4% 77 15.58% 0.8
Lumbard & Kellner
5117
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 6.51% 137% 82 13.41% 3
Theory Financial
5118
Theory Financial
Colorado
$227M +$15.3M +7% 5.34% 54.5% 71 11.27% 1.4
IGYL
5119
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3.44% 80.5% 3 0% 4.5
WJ Interests
5120
WJ Interests
Texas
$227M +$26M +13% 7.06% 55.2% 21 28.57% 1.1
AAFMAA Wealth Management & Trust
5121
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 4.77% 62.3% 78 17.95% 1.4
Elevation Capital Advisory
5122
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 5.1% – 75 72% 0.3
IWN
5123
Independent Wealth Network
Iowa
$226M +$11.4M +5% 6.09% 78.2% 235 14.47% 2
Gator Capital Management
5124
Gator Capital Management
Florida
$226M +$29M +15% 17.9% 245% 64 18.75% 3
Alpha Financial Advisors
5125
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 4.97% 41.6% 48 12.5% 1.2