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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
LWM
6076
Level Wealth Management
North Carolina
$196M +$5.56M +3% 64
TF
6077
Tudor Financial
Ohio
$195M +$7.17M +4% 147
O3W
6078
Omni 360 Wealth
New Jersey
$195M +$16.9M +9% 131
HPM
6079
HealthCor Partners Management
South Carolina
$195M -$30.2M -13% 1
AIM
6080
Athena Investment Management
California
$195M +$3.22M +2% 160
BW
6081
BostonPremier Wealth
Massachusetts
$195M -$6.19M -3% 74
AA
6082
Aufman Associates
Pennsylvania
$195M +$17.5M +10% 69
RMC
6083
Ring Mountain Capital
California
$195M +$14.5M +8% 107
SFS
6084
Symphony Financial Services
Ohio
$195M +$9.26M +5% 108
LIM
6085
Lancaster Investment Management
United Kingdom
$195M -$38.3M -16% 9
NA
6086
Note Advisors
New York
$195M +$26.8M +16% 88
IMC
6087
Inherent Management Corp
New York
$195M +$20.5M +12% 9
PAM
6088
Peninsula Asset Management
Florida
$195M +$82.7K +0% 46
CASB
6089
Cape Ann Savings Bank
Massachusetts
$195M +$7.54M +4% 115
JKA
6090
Jones Kertz & Associates
Minnesota
$195M 63
PIS
6091
POM Investment Strategies
North Carolina
$194M +$10.5M +6% 372
AWM
6092
Avondale Wealth Management
Texas
$194M +$6.73M +4% 61
SPAS
6093
Spectrum Planning & Advisory Services
California
$194M +$17.2M +10% 115
DC
6094
Destiny Capital
Colorado
$194M +$10.9M +6% 56
LEP
6095
Langdon Equity Partners
$194M 13
FF
6096
Friedenthal Financial
New Jersey
$194M +$370K +0.2% 328
IVGAI
6097
Index Venture Growth Associates III
Jersey
$194M -$82.9M -30% 3
PCA
6098
Prospect Capital Advisors
California
$194M +$913K +0.5% 31
GC
6099
GatePass Capital
Ohio
$194M +$20.9M +12% 178
LHA
6100
Little Harbor Advisors
Massachusetts
$194M -$6.27M -3% 8