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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
FMI
5801
F/M Investments
District of Columbia
$124M -$12.6M -9% 4.55% 100% 87 33.33%
LCM
5802
LCM Capital Management
Illinois
$124M -$5.18M -4% 4.85% 89.1% 99 8.08%
MCA
5803
Millennium Capital Advisors
Arkansas
$124M -$4.45M -3% 1.82% 101% 110 12.73%
BAM
5804
Banta Asset Management
California
$124M -$9.7M -7% 10.3% 23 17.39%
BWIA
5805
Bryant Woods Investment Advisors
New York
$124M -$4.21M -3% 4.61% 66.3% 37 13.51%
LR
5806
Library Research
Hong Kong
$124M -$32.2M -21% 19.2% 22.4% 6 16.67%
NLP
5807
Next Level Private
New York
$124M +$4.54M +4% 1.22% 92.4% 93 12.9%
AMR
5808
Asset Management Resources
Massachusetts
$124M +$9.39M +8% 5.85% 69 30.43%
FA
5809
Financial Advantage
Maryland
$124M +$2.5M +2% 2.05% 24.3% 157 24.2%
ASI
5810
Advisory Services & Investments
Oregon
$124M -$32.8M -21% 2.59% 19.9% 41 14.63%
CIA
5811
Cladis Investment Advisory
Montana
$123M -$1.21M -1% 2.65% 97% 162 18.52%
MVPI
5812
Maven Ventures Partners II
California
$123M -$58.6M -32% 32.2% 2 0%
WF
5813
Warner Financial
Maryland
$123M +$3.58M +3% 4.34% 62.1% 87 10.34%
PFG
5814
Pinnacle Financial Group
Illinois
$123M -$5.96M -5% 2.19% 45.9% 69 10.14%
GBWM
5815
Granite Bay Wealth Management
New Hampshire
$123M +$22.2M +22% 6.17% 41.9% 65 13.85%
CRIG
5816
Charter Research & Investment Group
Connecticut
$123M -$3.73M -3% 0.69% 71.1% 87 6.9%
CFO
5817
Custos Family Office
Texas
$123M +$11.5M +10% 5.84% 56.2% 38 44.74%
SCM
5818
Spring Capital Management
Texas
$123M -$2.83M -2% 0.7% 62.6% 32 6.25%
TM
5819
Triatomic Management
California
$123M -$40M -25% 19.7% 57 57.89%
HV
5820
HST Ventures
Utah
$123M +$15.5M +14% 15.1% 8.24% 28 46.43%
AV
5821
Arboretum Ventures
Michigan
$123M -$50.5M -29% 27.1% 3 0%
IIM
5822
InTrack Investment Management
Vermont
$123M -$21.7M -15% 6.43% 84.9% 129 20.93%
BFA
5823
Brown Financial Advisory
Alabama
$123M +$8.95M +8% 5.23% 50.3% 31 16.13%
MW
5824
Milestone Wealth
New York
$123M -$1.82M -1% 5.94% 245 0%
GCL
5825
Gouws Capital LLC
North Carolina
$123M -$884K -0.7% 3.34% 114% 54 9.26%