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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
CSIA
5876
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 6.72% 58.4% 28 28.57%
MA
5877
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 2.28% 123% 36 22.22%
AFG
5878
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 4.98% 37.5% 32 15.63%
TWM
5879
Trevian Wealth Management
Massachusetts
$88.6M -$3.52M -4% 4.55% 94.1% 37 13.51%
SC
5880
Shearwater Capital
Colorado
$88.6M -$4.27M -5% 6.42% 64.2% 37 8.11%
TAC
5881
Twenty Acre Capital
Pennsylvania
$88.6M -$11.8M -12% 7.13% 196% 24 8.33%
GWMI
5882
Guardian Wealth Management (Illinois)
Illinois
$88.3M -$4.58M -5% 5.25% 103% 248 8.87%
LAS
5883
LWM Advisory Services
Florida
$88.3M +$4.87M +6% 4.08% 58.8% 124 20.97%
AWA
5884
Aletheian Wealth Advisors
Washington
$88.1M -$10.4M -11% 6.4% 56 8.93%
HCVG
5885
H Capital V GP
Cayman Islands
$88M -$2.72M -3% 2.82% 2 0%
GPTE
5886
Generali Powszechne Towarzystwo Emerytalne
Poland
$88M -$5.76M -6% 5.88% 140% 28 0%
MFS
5887
Monetta Financial Services
Illinois
$87.8M -$7.68M -8% 1.49% 197% 73 43.84%
RFN
5888
Redwood Financial Network
Ohio
$87.7M -$4.06M -4% 3.74% 55.2% 137 9.49%
UL
5889
Unionview LLC
Washington
$87.6M -$1.91M -2% 5.34% 21.2% 79 12.66%
KLM
5890
Kennedy Lewis Management
New York
$87.6M -$3.36M -4% 15.2% 70.2% 20 0%
BAM
5891
Broadcrest Asset Management
Florida
$87.6M -$7.99M -8% 12.6% 54.1% 8 12.5%
DU
5892
Delphia (USA)
Ontario, Canada
$87.6M -$57.8M -40% 2.3% 462 56.93%
GP
5893
Geneva Partners
Wisconsin
$87.5M -$14.2M -14% 3.47% 252% 66 36.36%
WSL
5894
Western Standard LLC
California
$87.4M -$44.5M -34% 10.5% 68.9% 43 53.49%
MCM
5895
McDonough Capital Management
Florida
$87.3M -$3.09M -3% 2.09% 100% 39 5.13%
PCM
5896
Potomac Capital Management
New York
$87.3M +$837K +1% 4.71% 85 31.76%
LPP
5897
Life Planning Partners
Florida
$87.3M -$1.63M -2% 6.37% 190 3.68%
KCM
5898
Key Colony Management
Arkansas
$87.3M -$13.9M -14% 8.81% 113% 15 53.33%
NIM
5899
NuWave Investment Management
New Jersey
$87.2M +$12.4M +17% 10.8% 26.4% 398 68.59%
P
5900
Pariax
California
$87.1M -$3.42M -4% 5.4% 29 6.9%