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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
SC
5876
Summa Corp
Texas
$143M 11.2% 60
IFS
5877
Intelligent Financial Strategies
Minnesota
$143M +$8.07M +6% 7.09% 60.6% 90 15.56%
BC
5878
Blantyre Capital
United Kingdom
$143M 7.18% 3
KWM
5879
Kanen Wealth Management
Florida
$143M +$13M +10% 4.27% 164% 22 31.82%
AC
5880
Avory & Company
Florida
$143M +$25.1M +21% 25.8% 61.6% 31 22.58%
WP
5881
Wealthspan Partners
Iowa
$143M +$16.3M +13% 9.98% 59.1% 82 7.32%
ACH
5882
Axis Capital Holdings
Bermuda
$143M -$523K -0.4% 11.1% 67% 3 0%
CP
5883
Castleview Partners
Texas
$143M +$34.5M +32% 8.84% 54.5% 906 31.02%
RC
5884
Roubaix Capital
Colorado
$143M +$7.06M +5% 10.5% 104% 62 61.29%
BWA
5885
BlueChip Wealth Advisors
Georgia
$143M 9.8% 115
WW
5886
Windle Wealth
Oklahoma
$143M +$8.49M +6% 7.89% 70.5% 28 0%
CCP
5887
Clarity Capital Partners
California
$143M 18% 122
EWM
5888
Elmwood Wealth Management
California
$143M -$64.8M -31% 7.89% 37.6% 123 20.33%
YC
5889
Yunqi Capital
Hong Kong
$143M +$12.5M +10% 0.48% 10.8% 8 25%
LA
5890
Latitude Advisors
Florida
$142M +$2.78M +2% 8.34% 72% 192 22.4%
GCM
5891
Garland Capital Management
Washington
$142M +$602K +0.4% 8.95% 55.7% 34 2.94%
BMCM
5892
Burns Matteson Capital Management
New York
$142M -$14.5M -9% 9.58% 144% 178 47.75%
CRC
5893
Catawba River Capital
South Carolina
$142M +$12.5M +10% 12.2% 89.5% 20 15%
EFS
5894
Econ Financial Services
Pennsylvania
$142M +$4.99M +4% 8.16% 16.9% 80 28.75%
HC
5895
Hara Capital
Washington
$142M 0.05% 132
HWMT
5896
Heritage Wealth Management (Texas)
Texas
$142M +$31.8M +29% 10.1% 42.8% 36 30.56%
BAM
5897
Beaumont Asset Management
Texas
$142M +$20.1M +17% 12.1% 64.3% 65 6.15%
TCM
5898
Tyro Capital Management
Florida
$142M 11.3% 13
HKIMG
5899
Hutchens & Kramer Investment Management Group
Indiana
$142M +$16.1M +13% 10.5% 84.6% 144 31.25%
GPA
5900
Garrison Point Advisors
California
$142M +$12.6M +10% 12.1% 69.7% 149 6.04%