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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
IWP
5201
Invenio Wealth Partners
Florida
$269M -$5.62M -2% 1.85% 52% 97 7.22%
APIM
5202
Agate Pass Investment Management
Washington
$269M +$6.35M +2% 2.83% 68% 107 4.67%
BVC
5203
Bright Valley Capital
Hong Kong
$269M +$100M +59% 3.26% 19 52.63%
TSS
5204
Thomas Story & Son
Indiana
$269M -$2.9M -1% 2% 91.8% 52 3.85%
LI
5205
LHM Inc
Utah
$269M -$33.5M -11% 3.11% 25 24%
AWMNH
5206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$269M +$16.7M +7% 1.66% 50.2% 64 6.25%
CWA
5207
Crux Wealth Advisors
California
$269M +$16.5M +7% 2.1% 190 19.47%
FDS
5208
First Dallas Securities
Texas
$269M +$1.81M +0.7% 3.7% 134% 119 15.13%
QP
5209
Quartz Partners
New York
$269M -$7.4M -3% 3.09% 193 20.73%
DIM
5210
DLK Investment Management
California
$269M +$3.25M +1% 3.74% 95 12.63%
SSWM
5211
Strait & Sound Wealth Management
California
$269M +$8.1M +3% 3.4% 74.6% 154 7.14%
AIP
5212
Alexis Investment Partners
Texas
$269M -$902M -77% 2.98% 103 10.68%
TC
5213
TAGStone Capital
North Carolina
$268M +$16.1M +6% 2.12% 50.8% 120 5.83%
OFS
5214
OMC Financial Services
New York
$268M -$1.13M -0.4% 3.72% 69 7.25%
MFG
5215
Monte Financial Group
Connecticut
$268M -$3.59M -1% 1.77% 55% 95 5.26%
WRTC
5216
Wind River Trust Company
Wyoming
$268M -$2.64M -1% 2.56% 51% 10 0%
VG
5217
Visualize Group
New York
$268M -$30.9M -10% 5.38% 13 38.46%
ASI
5218
All-Stars Investment
Hong Kong
$268M -$59.6M -18% 18.1% 19.4% 4 0%
FWP
5219
Firethorn Wealth Partners
Georgia
$267M +$13.5M +5% 2.54% 67.1% 199 11.06%
SHA
5220
Seneca House Advisors
Virginia
$267M +$19.7M +8% 2.4% 58.2% 104 15.38%
GCM
5221
GKV Capital Management
California
$267M +$14M +6% 5.3% 90 6.67%
MM
5222
Monolith Management
Hong Kong
$267M +$40.2M +18% 19.2% 31 74.19%
LCM
5223
Lunt Capital Management
Utah
$267M +$5.48M +2% 1.03% 42% 107 21.5%
WCM
5224
Weik Capital Management
Pennsylvania
$267M -$1.08M -0.4% 2.2% 67.4% 94 3.19%
G
5225
Gainplan
Michigan
$267M +$30.9M +13% 1.49% 93.3% 81 44.44%