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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
KAM
6226
Kopion Asset Management
Texas
$141M +$10.3M +8% 8.8% 67.1% 18 0%
GCM
6227
GeoSphere Capital Management
Florida
$141M +$21.4M +18% 9.52% 446% 40 72.5%
LI
6228
Latash Investments
Alaska
$141M +$1.84M +1% 17.7% 110% 21 4.76%
LCWP
6229
Legacy Capital Wealth Partners
Arkansas
$141M -$212M -60% 5.39% 69.4% 357 89.36%
RB
6230
Renasant Bank
Mississippi
$141M +$15.1M +12% 8.55% 65% 191 11.52%
AWA
6231
Adapt Wealth Advisors
Georgia
$140M 6.89% 49
LP
6232
Lexington Partners
New York
$140M -$12M -8% 5.14% 1.27% 9 55.56%
JPC
6233
Jabodon PT Co
Nevada
$140M +$10.3M +8% 7.99% 61.9% 4 0%
ALWM
6234
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 7.54% 59.7% 28 3.57%
MFA
6235
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 9.96% 77.5% 83 12.05%
BWM
6236
BlackDiamond Wealth Management
New York
$140M +$4.16M +3% 7.06% 70.8% 146 8.22%
DC
6237
Deere & Company
Illinois
$140M -$7.77M -5% 7.06% 3 0%
FFG
6238
Foundry Financial Group
New Hampshire
$140M +$22.1M +19% 5.64% 60 20%
AIMA
6239
Ables Iannone Moore & Associates
Georgia
$140M +$8.88M +7% 14.3% 307 76.22%
MIM
6240
Merrion Investment Management
New Jersey
$140M +$12.6M +10% 10.4% 166% 100 10%
VIA
6241
Virtus Investment Advisers
Connecticut
$140M +$6.35M +5% 14.1% 172% 399 40.1%
SI
6242
Stash Investments
New York
$140M +$16.8M +14% 4.83% 5 0%
CAM
6243
Costello Asset Management
Pennsylvania
$140M +$19.2M +16% 9.46% 65.9% 188 11.7%
SAG
6244
Spotlight Asset Group
Illinois
$140M +$29.5M +27% 8.03% 273 15.38%
CFG
6245
Cosner Financial Group
Colorado
$140M +$21.2M +18% 6.85% 49.7% 34 5.88%
CWMGP
6246
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$139M +$33.6M +32% 6.21% 75.9% 73 26.03%
MFA
6247
McClarren Financial Advisors
Pennsylvania
$139M +$7.98M +6% 7.65% 55.3% 428 19.86%
DWM
6248
Defined Wealth Management
Oregon
$139M +$8.61M +7% 7.14% 70.3% 106 10.38%
MSK
6249
Melissa S. Kampmann
$139M +$22.3M +19% 9.95% 70.4% 40 2.5%
EA
6250
Echo45 Advisors
California
$139M +$8.98M +7% 5.33% 49.9% 49 4.08%