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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
LWP
5151
Lumature Wealth Partners
Georgia
$168M -$10.1M -6% 4.98% 409 8.8%
AIM
5152
Aspen Investment Management
Michigan
$168M +$11.9M +8% 4.77% 84.9% 146 17.81%
BMCM
5153
Black Maple Capital Management
Wisconsin
$168M +$61.4M +58% 7.02% 35.7% 132 59.09%
VBFG
5154
Vishria Bird Financial Group
Tennessee
$168M +$11.9M +8% 10.3% 74.3% 56 3.57%
GWM
5155
Grand Wealth Management
Michigan
$168M +$1.84M +1% 3.91% 54.1% 78 33.33%
QC
5156
Qalhat Capital
British Virgin Islands
$168M +$12M +8% 8% 90.3% 9 11.11%
CWM
5157
Collaborative Wealth Management
Florida
$168M +$9.41M +6% 3.71% 41.6% 176 10.23%
RFP
5158
Root Financial Partners
California
$168M +$27.8M +20% 4.07% 57% 69 18.84%
KC
5159
Kinloch Capital
Virginia
$168M -$3.28M -2% 1.86% 63.4% 67 7.46%
HMCP
5160
Hook Mill Capital Partners
New York
$168M +$33.5M +25% 12.3% 149% 43 41.86%
PIAS
5161
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 6.27% 63.7% 445 74.61%
CIM
5162
Cowen Investment Management
New York
$168M -$216M -56% 0.34% 1.87% 125 71.2%
CCA
5163
Cadent Capital Advisors
Oklahoma
$167M -$51M -23% 2.26% 106% 153 18.95%
USB
5164
Union Savings Bank
Connecticut
$167M 5.92% 285
MA
5165
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 3.9% 58.3% 126 8.73%
TCOK
5166
Trust Company of Kansas
Kansas
$167M +$10.7M +7% 8.81% 87% 47 2.13%
YEPX
5167
Yorktown Energy Partners XI
New York
$167M +$13M +8% 2.24% 105% 5 20%
GAM
5168
Garrison Asset Management
Arkansas
$167M +$5.62M +3% 6.48% 52.1% 108 11.11%
GCM
5169
GoodHaven Capital Management
New Jersey
$167M +$11.5M +7% 14.2% 80.7% 30 20%
PKC
5170
Palmer Knight Company
Florida
$167M +$9.2M +6% 9.41% 78.9% 33 12.12%
WIP
5171
WealthCare Investment Partners
Rhode Island
$167M +$1.33M +0.8% 3.47% 62.6% 135 17.04%
KGAMU
5172
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 59.1% 523% 5 0%
LAM
5173
Lifestyle Asset Management
Texas
$167M +$17M +11% 5.55% 82.6% 100 35%
MFP
5174
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 4.88% 73.1% 91 53.85%
IWN
5175
Independent Wealth Network
Iowa
$166M +$10.1M +6% 4.24% 75.1% 220 14.09%