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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
PDN
5376
Pensionfund DSM Netherlands
Netherlands
$154M +$5.79M +4% 2.9% 36.6% 73 1.37%
CAM
5377
Crown Advisors Management
California
$153M +$19.5M +15% 14.2% 284% 56 19.64%
MC
5378
Metavasi Capital
New York
$153M +$19.3M +14% 25.1% 840% 43 65.12%
LIG
5379
Lokken Investment Group
Delaware
$153M +$21.7M +17% 4.73% 65.3% 137 11.68%
TCM
5380
Tandem Capital Management
New Jersey
$153M +$11.4M +8% 7.94% 120% 110 7.27%
BFA
5381
BMS Financial Advisors
South Dakota
$153M +$8.7M +6% 4.61% 127 26.77%
WMS
5382
Wealth Management Solutions
Pennsylvania
$153M -$20.4M -12% 3.39% 93 12.9%
GP
5383
Geneva Partners
Wisconsin
$153M +$36.4M +31% 15% 401% 86 45.35%
QCIG
5384
Quad-Cities Investment Group
Iowa
$153M +$8.77M +6% 5% 61% 184 12.5%
EWA
5385
Etesian Wealth Advisors
Oregon
$153M +$2.99M +2% 5.19% 54.8% 109 5.5%
TL
5386
TowerView LLC
New York
$153M -$886K -0.6% 2.01% 17.9% 26 19.23%
LAM
5387
Lapides Asset Management
Connecticut
$153M -$11.9M -7% 1.95% 63% 54 12.96%
SOAG
5388
Silver Oak Advisory Group
Oregon
$153M +$4.15M +3% 1.24% 27% 57 3.51%
TCMX
5389
Technology Crossover Management XI
California
$153M +$25.7M +20% 20.2% 112% 1 0%
NAG
5390
Northstar Advisory Group
New Jersey
$153M +$19.3M +14% 9.34% 141% 96 29.17%
CF
5391
Concorde Financial
Texas
$153M +$15.6M +11% 2.5% 81.3% 35 5.71%
LEFP
5392
Leading Edge Financial Planning
Tennessee
$153M +$14.6M +11% 2.87% 44.4% 70 7.14%
FS
5393
Ferguson Shapiro
Georgia
$153M +$36.3M +31% 0.78% 39.6% 36 44.44%
GCM
5394
Gables Capital Management
Florida
$153M +$9.6M +7% 9.66% 151% 389 7.46%
AWG
5395
Alpha Wave Global
New York
$153M -$118M -44% 2.59% 226% 45 33.33%
APS
5396
American Planning Services
Florida
$153M +$5.14M +3% 4.24% 23.8% 33 15.15%
LCM
5397
Lynx1 Capital Management
Puerto Rico
$153M +$32.7M +27% 32.4% 883% 19 36.84%
TB
5398
Treynor Bancshares
Iowa
$153M -$6.17M -4% 2.54% 3.35% 74 9.46%
AIA
5399
Arcadia Investment Advisors
Idaho
$153M +$7.18M +5% 4.8% 51.4% 98 18.37%
SVBP
5400
Strategic Value Bank Partners
Ohio
$153M -$18.1M -11% 11.3% 98.1% 27 7.41%