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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
TWM
6026
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44%
KIM
6027
Kane Investment Management
California
$235M +$40.2M +21% 27.3% 113 23.89%
NCMW
6028
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71%
NAC
6029
NI Acquisitions Company
Pennsylvania
$234M 12.1% 112
CWA
6030
Cura Wealth Advisors
Illinois
$234M +$10.8M +5% 8.16% 146 17.81%
KIG
6031
Kessler Investment Group
Indiana
$234M +$22.9M +11% 32% 218% 89 20.22%
AWA
6032
Aletheian Wealth Advisors
Washington
$234M +$29M +14% 11% 111 14.41%
ACM
6033
Ariose Capital Management
Hong Kong
$234M +$85.2M +57% 137% 1,745% 30 86.67%
RCAP
6034
Resolute Capital Asset Partners
Colorado
$234M +$44M +23% 18.2% 657% 65 63.08%
ONSWM
6035
Old North State Wealth Management
North Carolina
$234M +$17.9M +8% 11.5% 76.7% 120 13.33%
F4L
6036
Fortune 45 LLC
Louisiana
$234M +$28.7M +14% 18.7% 78.9% 43 25.58%
RCM
6037
Richardson Capital Management
Wisconsin
$234M +$26.9M +13% 14.5% 398 39.95%
CI
6038
Carroll Investors
South Carolina
$234M +$47M +25% 45.1% 241% 34 17.65%
PPA
6039
Pilgrim Partners Asia
Singapore
$234M -$11.6M -5% 15.7% 146 39.73%
WB
6040
West Bancorporation
Iowa
$234M +$33.4M +17% 13.2% 64.4% 103 12.62%
BSCCG
6041
Blue Sky Capital Consultants Group
California
$234M +$24.2M +12% 19.3% 84 21.43%
TAP
6042
Tounjian Advisory Partners
Florida
$234M -$43.1M -16% 9.48% 796 80.53%
OW
6043
Olistico Wealth
Oklahoma
$234M +$30.8M +15% 17.7% 95.8% 346 4.91%
FFA
6044
Fortune Financial Advisors
Kansas
$234M +$37.5M +19% 19.4% 76.8% 165 11.52%
AFWM
6045
Arta Finance Wealth Management
California
$234M +$31.2M +15% 13.2% 110 18.18%
SCM
6046
Sterneck Capital Management
Missouri
$233M +$10.7M +5% 10.9% 61.5% 121 19.01%
MDCM
6047
Morgan Dempsey Capital Management
Wisconsin
$233M +$13.6M +6% 5.15% 52.1% 154 24.68%
MFG
6048
MTM Financial Group
Pennsylvania
$233M +$20.3M +10% 8.78% 36.5% 99 14.14%
LAM
6049
LECAP Asset Management
United Kingdom
$233M -$32.7M -12% 12.4% 398 69.1%
SICM
6050
Sustainable Insight Capital Management
New York
$233M -$64.6M -22% 34.8% 150% 106 45.28%