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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
ORG
5701
Optimist Retirement Group
Washington
$221M +$12.7M +6% 7.46% 131 20.61%
KFS
5702
Kaizen Financial Strategies
California
$221M +$24.4M +12% 11.7% 116% 169 21.89%
LWMI
5703
Legacy Wealth Management (Idaho)
Idaho
$221M +$29.1M +15% 3.91% 843 18.51%
RWP
5704
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 12.9% 89.7% 119 7.56%
GTAM
5705
Global Trust Asset Management
Florida
$221M +$34.1M +18% 14% 168% 529 14.56%
MI
5706
Moneywise Inc
Virginia
$221M +$7.77M +4% 6.9% 58% 79 15.19%
BCFD
5707
Boit C.F. David
$221M +$13.1M +6% 7.6% 75.4% 123 5.69%
SOAG
5708
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 4.06% 27% 80 12.5%
BPCM
5709
Beach Point Capital Management
California
$221M -$18.5M -8% 2.63% 110% 20 15%
IPGDR
5710
Investidor Profissional Gestao de Recursos
Brazil
$221M +$25.6M +13% 1.7% 51.8% 31 35.48%
SWM
5711
Shelton Wealth Management
Texas
$221M +$13.4M +6% 8.19% 88% 188 41.49%
SIF
5712
State Insurance Fund
New York
$221M +$14.4M +7% 6.96% 1 0%
AWM
5713
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 7.62% 65.8% 49 16.33%
MPW
5714
Melone Private Wealth
Michigan
$221M +$25.3M +13% 4.29% 30.3% 56 10.71%
LC
5715
Lunate Capital
United Arab Emirates
$221M +$42.6M +24% 14.8% 7 28.57%
PP
5716
Patron Partners
Texas
$221M +$18.7M +9% 6.01% 90.2% 182 8.79%
CRC
5717
Catawba River Capital
South Carolina
$220M +$23.7M +12% 8.23% 89.5% 20 10%
VF
5718
Vawter Financial
Ohio
$220M +$212M +2,389% 6.03% 48% 118 80.51%
EWM
5719
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 3.99% 66.3% 164 9.15%
ACM
5720
Adalta Capital Management
New York
$220M +$21M +11% 8.57% 80.4% 107 14.02%
AP
5721
Aspect Partners
Virginia
$220M +$17.4M +9% 6.96% 742 22.91%
BCM
5722
Banyan Capital Management
Georgia
$220M +$25.7M +13% 1.42% 42.5% 56 66.07%
LSC
5723
Logan Stone Capital
Illinois
$220M +$7.63M +4% 11.7% 43.9% 97 51.55%
SMC
5724
Spider Management Company
Virginia
$220M -$44.4M -17% 6.8% 2 0%
VM
5725
VPR Management
Texas
$220M +$7.04M +3% 7.84% 54.5% 61 3.28%