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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
RW
5226
Regimen Wealth
Georgia
$149M 6.23% 34.4% 61
LA
5227
Lindenwold Advisors
Pennsylvania
$149M +$14.2M +10% 9.17% 75% 121 17.36%
LFPWM
5228
Leicht Financial Planning & Wealth Management
New Jersey
$149M +$9.27M +7% 7.61% 46.3% 29 37.93%
BMC
5229
Beaton Management Company
Massachusetts
$149M +$16.8M +13% 13.9% 95.9% 128 5.47%
BWG
5230
Beta Wealth Group
California
$149M +$10.2M +7% 5.8% 45.4% 104 19.23%
BWLSA
5231
Blue Water Life Science Advisors
California
$149M -$98.9M -40% 0.91% 503% 11 45.45%
FFL
5232
Financial Freedom LLC
Ohio
$149M 6.43% 72% 408
GCM
5233
GoodHaven Capital Management
New Jersey
$149M +$10.5M +8% 9.91% 80.7% 29 6.9%
CI
5234
Cordant Inc
Oregon
$148M +$11.5M +8% 6.43% 47% 78 15.38%
SAM
5235
Sequent Asset Management
Texas
$148M +$15.2M +11% 9.41% 51.3% 76 19.74%
CF
5236
Concorde Financial
Texas
$148M +$318 +0% 13.9% 81.3% 58 0%
IM
5237
Islet Management
New York
$148M -$231M -61% 5.19% 74.9% 101 72.28%
GA
5238
Gagnon Advisors
New York
$148M -$6.27M -4% 13.5% 129% 32 9.38%
LIM
5239
Lagoda Investment Management
New York
$148M +$7.5M +5% 21.4% 250% 41 9.76%
CAMV
5240
Concord Asset Management (Virginia)
Virginia
$148M +$18.8M +15% 6.21% 64.7% 67 46.27%
KCFA
5241
Key Client Fiduciary Advisors
New Jersey
$148M +$37.6M +34% 8.13% 95.1% 162 33.95%
AWA
5242
Alta Wealth Advisors
Massachusetts
$148M +$8.27M +6% 6.56% 120% 151 16.56%
WC
5243
Westhampton Capital
North Carolina
$148M +$15.3M +11% 11.7% 95.6% 118 11.02%
YC
5244
Yunqi Capital
Hong Kong
$148M +$56.7M +62% 44.1% 71.4% 7 57.14%
DA
5245
DCF Advisers
Connecticut
$148M -$6.81M -4% 8.21% 372% 85 34.12%
EA
5246
Eudaimonia Advisors
Tennessee
$148M +$2.82M +2% 9.48% 159 10.06%
MG
5247
Meditor Group
Bermuda
$148M -$2.43M -2% 0.75% 41.1% 4 0%
CWM
5248
Capital Wealth Management
Rhode Island
$148M +$18.8M +15% 5.89% 46.7% 54 31.48%
NICM
5249
Neo Ivy Capital Management
New York
$148M +$110M +289% 7.23% 582 80.93%
SST
5250
S Squared Technology
New York
$148M +$11.1M +8% 13.4% 223% 35 17.14%