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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
AIM
5276
Aspen Investment Management
Michigan
$217M +$1.51M +0.7% 0.67% 84.9% 155 14.84%
KLP
5277
Kent Lake PR
Puerto Rico
$217M -$19.8M -8% 12.3% 48 52.08%
PCM
5278
Punch Card Management
Florida
$217M -$98.5M -31% 12.8% 41% 4 0%
SC
5279
Swan Capital
Florida
$217M +$11.6M +6% 1.1% 47.9% 425 20.94%
WP
5280
Wealthspan Partners
Iowa
$217M +$7.18M +3% 0.07% 65% 116 8.62%
PWM
5281
Pines Wealth Management
North Carolina
$216M -$13.6M -6% 1.33% 218 15.14%
MLICM
5282
Metropolitan Life Insurance Company (MetLife)
New York
$216M -$36.1M -14% 2.73% 50.8% 10 20%
HRC
5283
Hoertkorn Richard Charles
$216M -$27M -11% 3.63% 172% 82 3.66%
BU
5284
Brown University
Rhode Island
$216M -$18.5M -8% 6.36% 37.9% 15 26.67%
1NWS
5285
1 North Wealth Services
Maryland
$216M -$20M -8% 0.6% 276 76.81%
TAM
5286
Tealwood Asset Management
Minnesota
$216M -$25.7M -11% 0.59% 121% 144 17.36%
ACM
5287
Alight Capital Management
New York
$216M -$90.3M -29% 7.48% 466% 71 57.75%
MCA
5288
Mendon Capital Advisors
Florida
$216M +$12.9M +6% 6.21% 59 35.59%
IFPG
5289
Intrepid Financial Planning Group
Indiana
$216M -$20.8M -9% 3.72% 92.5% 129 13.95%
FI
5290
FIDELIS iM
Oregon
$216M +$12.2M +6% 1.1% 40.1% 23 13.04%
WMP
5291
Wealth Management Partners
Arizona
$216M -$15.8M -7% 5.34% 179% 123 15.45%
HCM
5292
Hall Capital Management
Rhode Island
$216M +$1.49M +0.7% 0.47% 105 16.19%
DJC
5293
Daily Journal Corp
California
$216M +$6.33M +3% 5.5% 108% 4 0%
FCP
5294
Fosse Capital Partners
United Kingdom
$216M -$54.5M -20% 9.62% 80% 3 0%
TWM
5295
Trueblood Wealth Management
Ohio
$216M +$12.7M +6% 0.82% 243 10.7%
IAM
5296
Infusive Asset Management
New York
$216M -$9M -4% 3% 33.8% 42 21.43%
KIG
5297
Kennedy Investment Group
New Jersey
$215M -$5.58M -3% 3.6% 84.8% 132 12.12%
MLA
5298
MB, Levis & Associates
Pennsylvania
$215M +$15.7M +8% 0.46% 40% 296 6.08%
PPWM
5299
Paragon Private Wealth Management
Kentucky
$215M -$1.31M -0.6% 3.35% 93.9% 196 22.96%
SSWM
5300
Strait & Sound Wealth Management
California
$215M -$501K -0.2% 2.92% 74% 159 16.98%