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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
6401
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 67.1% 19 5.26%
MA
6402
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% 38 15.79%
MGW
6403
MB Generational Wealth
Washington
$139M +$9.85M +8% 6.62% 61 18.03%
LIA
6404
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% 815 82.58%
BCG
6405
BayBridge Capital Group
California
$139M +$11M +9% 6.11% 102 28.43%
SRA
6406
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.18% 136 27.21%
CP
6407
Clayton Partners
California
$139M +$14.5M +12% 8.98% 109% 40 15%
FFP
6408
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 46.7% 31 6.45%
1IA
6409
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 68.9% 728 21.43%
CBCM
6410
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.31% 46.8% 5 0%
VVA
6411
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 48.8% 154% 6 16.67%
AI
6412
Arrien Investments
Idaho
$139M +$10.6M +8% 7.15% 42.7% 39 5.13%
ACM
6413
Alethea Capital Management
Washington
$138M +$6.67M +5% 7.76% 275% 50 78%
DWMS
6414
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 6.43% 47.2% 62 6.45%
SWMP
6415
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 5.76% 80.4% 107 5.61%
FWM
6416
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 5.21% 50 28%
USPCM
6417
Union Square Park Capital Management
New York
$138M +$24.9M +22% 18% 75.8% 45 55.56%
PWA
6418
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 8.01% 182% 108 17.59%
VAG
6419
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 6.24% 27 0%
SI
6420
SCP Investment
California
$137M -$19.6M -12% 5.71% 32.8% 60 38.33%
CSTB
6421
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 8.72% 1 0%
SWM
6422
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 1.75% 63 19.05%
PWH
6423
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 5.69% 67 22.39%
SC
6424
Settian Capital
New York
$137M +$947K +0.7% 4.75% 62.5% 32 18.75%
KCM
6425
KRS Capital Management
Michigan
$137M +$3.56M +3% 5.58% 233% 119 5.88%