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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
KC
5101
Kepos Capital
New York
$228M -$29.3M -11% 2.07% 21.1% 256 21.09%
WIP
5102
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 5.7% 62.6% 142 5.63%
PPG
5103
Peak Planning Group
Colorado
$228M +$24.7M +12% 4.78% 105% 112 9.82%
OAP
5104
One Advisory Partners
Kansas
$228M +$11M +5% 4.87% 54.2% 48 10.42%
RM
5105
RP Management
New York
$228M +$48.9M +27% 30.7% 208% 4 0%
XSC
5106
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 6.4% 158% 173 16.18%
ACH
5107
Axis Capital Holdings
$228M +$12M +6% 5.57% 67% 3 0%
PKC
5108
Palmer Knight Company
Florida
$228M +$18.4M +9% 7.38% 78.9% 36 5.56%
WMA
5109
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 7.31% 111% 223 14.8%
LFP
5110
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 6.23% 56.8% 77 15.58%
LK
5111
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 6.51% 137% 82 13.41%
TF
5112
Theory Financial
Colorado
$227M +$15.3M +7% 5.34% 54.5% 71 11.27%
IGYL
5113
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3.44% 81.2% 3 0%
WI
5114
WJ Interests
Texas
$227M +$26M +13% 7.06% 50.6% 21 28.57%
AWMT
5115
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 4.77% 58.8% 78 17.95%
ECA
5116
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 5.1% 75 72%
IWN
5117
Independent Wealth Network
Iowa
$226M +$11.4M +5% 6.09% 75.1% 235 14.47%
GCM
5118
Gator Capital Management
Florida
$226M +$29M +15% 17.9% 245% 64 18.75%
AFA
5119
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 4.97% 41.6% 48 12.5%
BWG
5120
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 7.28% 68 2.94%
BTWM
5121
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 7.14% 83.6% 294 25.51%
HIM
5122
Harbour Investment Management
Washington
$226M +$9.28M +4% 5.2% 58.8% 91 4.4%
EF
5123
Exeter Financial
Arizona
$226M +$16.1M +8% 8.39% 50.4% 93 5.38%
AIC
5124
Anthracite Investment Company
Texas
$226M +$1.76M +0.8% 6.55% 108 47.22%
AWM
5125
Act Wealth Management
Texas
$226M +$22.3M +11% 7.25% 66.7% 50 16%