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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
BAM
5651
Beaumont Asset Management
Texas
$150M +$15.7M +12% 7.93% 64.3% 71 8.45%
BOM
5652
Bank of Marin
California
$150M +$13.4M +10% 10.4% 80.3% 127 5.51%
CAMV
5653
Concord Asset Management (Virginia)
Virginia
$150M 3.69% 64.7% 46
SFMG
5654
Sage Financial Management Group
Virginia
$150M +$146M +3,662% 5.45% 47.3% 31 87.1%
KLM
5655
Kennedy Lewis Management
New York
$150M 21.7% 70.2% 29
HPCM
5656
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 8.05% 92.4% 97 12.37%
ORC
5657
O'Rourke & Company
Massachusetts
$150M 9.67% 71.9% 119
RDFA
5658
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 10.1% 56.7% 260 24.62%
LI
5659
Latigo Investments
Florida
$150M 5.19% 56.6% 16
PWM
5660
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 8.63% 78% 61 11.48%
BEW
5661
Burton Enright Welch
California
$149M 8.98% 62.8% 58
PS
5662
Planned Solutions
California
$149M 6.08% 60.8% 78
WA
5663
WESPAC Advisors
California
$149M -$12.8M -8% 10.7% 112% 191 37.17%
SC
5664
Samjo Capital
New York
$149M +$13M +10% 15.9% 89.1% 20 15%
FCOMV
5665
Foresite Capital Opportunity Management V
California
$149M 35.7% 9
CCM
5666
Colorado Capital Management
Colorado
$149M +$7.5M +5% 6.9% 53.4% 80 11.25%
CWM
5667
Chicago Wealth Management
Illinois
$149M +$12M +9% 8.37% 134% 47 17.02%
RPG
5668
Resource Planning Group
Georgia
$149M -$10.1M -6% 2.79% 1.9% 90 25.56%
VMV
5669
Venrock Management VI
California
$149M +$3.14M +2% 2.16% 2 0%
AS
5670
American Securities
New York
$149M -$49.7M -25% 25% 1 0%
SAM
5671
Satovsky Asset Management
New York
$149M +$15M +11% 11.9% 53.6% 33 18.18%
CCP
5672
Cassia Capital Partners
North Carolina
$149M +$3.52M +2% 4.97% 55% 151 93.38%
LUGPSI
5673
Lightspeed Ultimate General Partner Select III
California
$149M 6.82% 2
VIM
5674
VELA Investment Management
Ohio
$149M 10.5% 56.8% 114
CG
5675
Clarus Group
Texas
$149M +$3.86M +3% 6.62% 65.5% 111 4.5%