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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
LI
6051
Latash Investments
Alaska
$139M +$21.8M +19% 19.8% 110% 21 9.52%
JWM
6052
JPL Wealth Management
Colorado
$139M 10.3% 100
GAA
6053
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 19.2% 267% 163 11.66%
EPIM
6054
Equinox Partners Investment Management
Connecticut
$139M -$42M -23% 18% 241% 14 21.43%
BCM
6055
Brightlight Capital Management
Connecticut
$139M -$3.77M -3% 1.94% 202% 11 18.18%
AFR
6056
Applied Fundamental Research
Massachusetts
$139M +$1.01M +0.7% 8.66% 44.6% 12 8.33%
BWG
6057
Boomfish Wealth Group
Georgia
$139M 13.2% 83
WAM
6058
Walker Asset Management
Missouri
$138M +$26.1M +23% 8.17% 75.9% 134 32.84%
FOFP
6059
Fee-Only Financial Planning
South Carolina
$138M +$14.3M +12% 11.5% 65.9% 42 7.14%
KIA
6060
KLR Investment Advisors
Rhode Island
$138M +$28.3M +26% 9.21% 211 33.65%
4FG
6061
4Thought Financial Group
New York
$138M +$14M +11% 8.9% 37.6% 116 25%
LWM
6062
Lakeridge Wealth Management
Ohio
$138M 11.2% 130
IWP
6063
Invenio Wealth Partners
Florida
$138M +$28.4M +26% 8.59% 52% 101 20.79%
KNFPWM
6064
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$138M 10.4% 56
LCM
6065
LCM Capital Management
Illinois
$138M +$15.7M +13% 12.2% 108% 90 3.33%
SPI
6066
Sutton Place Investors
New York
$138M +$61.3M +80% 9.49% 74.3% 119 40.34%
ACM
6067
Alcosta Capital Management
California
$138M +$18.1M +15% 17.8% 175% 33 15.15%
PA
6068
Pantechnicon Advisors
United Kingdom
$138M -$93.4M -40% 13.4% 19 47.37%
RCM
6069
Ravenstone Capital Management
$138M +$17.6M +15% 12.6% 63% 34 5.88%
SIS
6070
Susquehanna International Securities
Ireland
$138M +$20M +17% 8.56% 2.8% 55 61.82%
IF
6071
Integrity Financial
Wyoming
$138M +$5.72M +4% 9.7% 66.3% 236 20.76%
AWM
6072
Aviso Wealth Management
Washington
$138M 13.9% 147
PC
6073
Promethos Capital
Massachusetts
$138M 10.8% 67
AWM
6074
Aberdeen Wealth Management
Illinois
$138M +$5.12M +4% 9% 73.1% 165 4.85%
CNFG
6075
Creegan & Nassoura Financial Group
New Hampshire
$138M +$9.43M +7% 10.4% 52.6% 76 3.95%