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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
PPG
5951
Peak Planning Group
Colorado
$139M +$11.3M +9% 11.4% 82.4% 75 9.33%
LHA
5952
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9.97% 48.4% 9 33.33%
LI
5953
Latash Investments
Alaska
$139M +$21.8M +19% 19.8% 126% 21 9.52%
JWM
5954
JPL Wealth Management
Colorado
$139M 10.3% 100
GAA
5955
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 19.2% 136% 163 11.66%
EPIM
5956
Equinox Partners Investment Management
Connecticut
$139M -$42M -23% 18% 284% 14 21.43%
BCM
5957
Brightlight Capital Management
Connecticut
$139M -$3.77M -3% 1.94% 202% 11 18.18%
AFR
5958
Applied Fundamental Research
Massachusetts
$139M +$1.01M +0.7% 8.66% 38% 12 8.33%
BWG
5959
Boomfish Wealth Group
Georgia
$139M 13.2% 83
WAM
5960
Walker Asset Management
Missouri
$138M +$26.1M +23% 8.17% 75.9% 134 32.84%
FOFP
5961
Fee-Only Financial Planning
South Carolina
$138M +$14.3M +12% 11.5% 54.6% 42 7.14%
KIA
5962
KLR Investment Advisors
Rhode Island
$138M +$28.3M +26% 9.21% 211 33.65%
4FG
5963
4Thought Financial Group
New York
$138M +$14M +11% 8.9% 37.6% 116 25%
LWM
5964
Lakeridge Wealth Management
Ohio
$138M 11.2% 130
IWP
5965
Invenio Wealth Partners
Florida
$138M +$28.4M +26% 8.59% 41.8% 101 20.79%
KNFPWM
5966
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$138M 10.4% 56
LCM
5967
LCM Capital Management
Illinois
$138M +$15.7M +13% 12.2% 89.1% 90 3.33%
SPI
5968
Sutton Place Investors
New York
$138M +$61.3M +80% 9.49% 55.9% 119 40.34%
ACM
5969
Alcosta Capital Management
California
$138M +$18.1M +15% 17.8% 169% 33 15.15%
PA
5970
Pantechnicon Advisors
United Kingdom
$138M -$93.4M -40% 13.4% 19 47.37%
RCM
5971
Ravenstone Capital Management
$138M +$17.6M +15% 12.6% 51.3% 34 5.88%
SIS
5972
Susquehanna International Securities
Ireland
$138M +$20M +17% 8.56% 2.8% 55 61.82%
IF
5973
Integrity Financial
Wyoming
$138M +$5.72M +4% 9.7% 54.9% 236 20.76%
AWM
5974
Aviso Wealth Management
Washington
$138M 13.9% 147
PC
5975
Promethos Capital
Massachusetts
$138M 10.8% 67