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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
KWA
6426
Kellett Wealth Advisors
Ohio
$175M +$9.37M +6% 84
ACM
6427
Ategra Capital Management
Virginia
$175M +$25.8M +17% 28
LDNAM
6428
Lepercq De Neuflize Asset Management
New York
$175M +$1.6M +0.9% 19
QAM
6429
QSM Asset Management
United Kingdom
$175M +$34.8M +25% 22
LG
6430
LAM Group
Oregon
$175M +$13.4M +8% 75
HHMI
6431
Howard Hughes Medical Institute
Maryland
$175M +$4.07M +2% 506
PC
6432
Panoramic Capital
California
$175M +$16.9M +11% 55
4WM
6433
4J Wealth Management
Virginia
$175M +$4.5M +3% 102
MBWA
6434
Marin Bay Wealth Advisors
California
$175M 120
AWMNY
6435
Arcadia Wealth Management (New York)
New York
$174M +$9.73M +6% 61
SC
6436
Shearwater Capital
Colorado
$174M +$5.68M +3% 53
OWA
6437
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 61
HP
6438
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 11
PFS
6439
Prospect Financial Services
New York
$174M +$253K +0.1% 114
RFA
6440
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 69
FF
6441
Farrow Financial
Vermont
$174M +$1.71M +1% 56
SGF
6442
Stephens Greth Foundation
Texas
$174M 4
KCM
6443
KRS Capital Management
Michigan
$174M +$8.32M +5% 121
CFS
6444
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 180
TCPG
6445
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 87
RCA
6446
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 125
LWA
6447
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 75
TCM
6448
Thoma Capital Management
Maryland
$174M -$509K -0.3% 62
FPH
6449
Financial Planning Hawaii
Hawaii
$174M 128
MWM
6450
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207