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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
KWM
6201
KMT Wealth Management
California
$186M +$16.2M +10% 7.87% 16 0%
BM
6202
Bridger Management
New York
$186M +$16.1M +9% 4.76% 103% 31 29.03%
GSP
6203
Grafton Street Partners
Florida
$186M +$27.2M +17% 7.32% 12 16.67%
KAH
6204
Kathryn A. Hall
$186M +$5.05M +3% 7.9% 95.2% 21 14.29%
LKBC
6205
L.K. Benson & Company
Maryland
$186M +$22.7M +14% 6.27% 107 8.41%
SG
6206
Stephens Group
Arkansas
$185M +$3.83M +2% 7% 33.8% 3 0%
BWG
6207
Boomfish Wealth Group
Georgia
$185M +$12.3M +7% 5.35% 89 4.49%
CA
6208
Carson Advisory
Georgia
$185M +$28M +18% 7.09% 68.6% 180 8.89%
FCCM
6209
First City Capital Management
Georgia
$185M +$12.1M +7% 7.83% 76.5% 154 7.14%
AW
6210
Apricus Wealth
South Carolina
$185M +$13.4M +8% 7.21% 78.8% 132 15.91%
CCM
6211
Charter Capital Management
Wisconsin
$185M +$15M +9% 6.51% 65 10.77%
RCM
6212
Ratan Capital Management
Florida
$185M -$33.1M -15% 11.9% 616% 37 37.84%
EPIM
6213
Equinox Partners Investment Management
Connecticut
$185M +$9.29M +5% 41.6% 241% 10 20%
IWP
6214
Innova Wealth Partners
Pennsylvania
$185M +$15M +9% 7.76% 68% 134 23.88%
IFPL
6215
Investments & Financial Planning LLC
Kentucky
$185M +$11.5M +7% 7.43% 63.6% 37 0%
HIMS
6216
Hager Investment Management Services
New Hampshire
$185M +$17.4M +10% 12.2% 302 8.61%
IFA
6217
Interactive Financial Advisors
Illinois
$185M -$20.2M -10% 5.59% 47.6% 88 9.09%
CBT
6218
CoreFirst Bank & Trust
Kansas
$185M +$7.84M +4% 6.49% 61.4% 345 4.93%
SIM
6219
Strategic Investment Management
Virginia
$185M -$1.73M -0.9% 6.32% 53.3% 14 14.29%
LPAM
6220
Legion Partners Asset Management
California
$185M +$18.4M +11% 16.4% 206% 7 0%
KTC
6221
Kentucky Trust Company
Kentucky
$185M +$10.3M +6% 7.77% 300 3%
SIA
6222
Spectrum Investment Advisors
Wisconsin
$185M +$12.3M +7% 6.75% 31 25.81%
PIM
6223
Pullen Investment Management
Florida
$185M +$18.7M +11% 7.47% 105 10.48%
FCM
6224
Fairbanks Capital Management
California
$185M +$9.01M +5% 6.78% 81.3% 56 8.93%
SAM
6225
Strive Asset Management
Ohio
$184M +$18.2M +11% 8.74% 190 59.47%