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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
LWM
5126
Long Walk Management
Connecticut
$212M +$11.3M +6% 3.45% 302% 11 27.27%
SW
5127
StrongBox Wealth
Missouri
$212M +$22.1M +12% 3.24% 57.8% 91 15.38%
LK
5128
Lumbard & Kellner
New Hampshire
$212M +$6.21M +3% 0.09% 137% 80 20%
TLA
5129
Tanglewood Legacy Advisors
Texas
$212M +$8.67M +4% 2.3% 61.1% 300 7%
TF
5130
Theory Financial
Colorado
$212M +$15.2M +8% 1.72% 54.5% 80 23.75%
PCC
5131
Perry Creek Capital
New York
$212M -$26.1M -11% 9.72% 51.2% 13 0%
GAMC
5132
Garner Asset Management Corp
Texas
$212M +$8.52M +4% 3.46% 95.3% 156 4.49%
MIM
5133
Meros Investment Management
Texas
$211M -$12.2M -5% 2.38% 102% 42 11.9%
JRCM
5134
Jones Road Capital Management
New York
$211M +$77.7M +58% 1.9% 88.5% 42 33.33%
TFA
5135
TPG Financial Advisors
Oregon
$211M 0.62% 68
PWM
5136
Proathlete Wealth Management
Florida
$211M +$23.2M +12% 2.1% 59 8.47%
CPWM
5137
Cypress Point Wealth Management
Texas
$211M +$15.9M +8% 2.96% 226% 74 6.76%
EWP
5138
Elevation Wealth Partners
California
$211M +$11M +5% 2.42% 63.7% 544 18.38%
BWG
5139
Beta Wealth Group
California
$211M +$5.37M +3% 0.29% 45.4% 106 7.55%
KF
5140
KKM Financial
Illinois
$211M +$5.76M +3% 2.88% 149 5.37%
PC
5141
Prairiewood Capital
North Dakota
$211M -$2.4M -1% 1.75% 43% 86 15.12%
SWM
5142
Sterling Wealth Management
Illinois
$211M +$9.72M +5% 0.45% 101 4.95%
SJIM
5143
St. Johns Investment Management
Florida
$211M +$2.17M +1% 2.82% 80.9% 226 11.5%
2L
5144
25 LLC
Missouri
$211M +$6.23M +3% 0.13% 44.2% 54 9.26%
SAM
5145
Silphium Asset Management
United Kingdom
$211M +$12.6M +6% 4.18% 128% 64 45.31%
HB
5146
Horizon Bancorp
Indiana
$210M +$541K +0.3% 0.03% 33.4% 251 12.75%
FPCG
5147
Forum Private Client Group
Indiana
$210M +$3.64M +2% 0.9% 47.9% 76 7.89%
HCM
5148
Hahn Capital Management
California
$210M +$43.1M +26% 3.82% 53.6% 32 3.13%
CWA
5149
CM Wealth Advisors
Ohio
$210M -$140M -40% 2.09% 64.7% 188 62.77%
SI
5150
Saxon Interests
Texas
$210M +$463K +0.2% 2.45% 73% 197 13.71%