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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
FWM
6451
FMB Wealth Management
California
$94.2M +$10.4M +12% 5.93% 71.1% 54 5.56%
MVA
6452
Mount Vernon Associates
Maryland
$94.1M +$9.51M +11% 12% 119% 52 5.77%
LIM
6453
Lancaster Investment Management
United Kingdom
$94M -$3.9M -4% 1.49% 18% 4 25%
SC
6454
Sinecera Capital
Texas
$94M +$846K +0.9% 1.2% 13.7% 29 10.34%
LFA
6455
LGT Financial Advisors
Texas
$94M +$40.2M +75% 3.92% 63.3% 215 59.07%
AFP
6456
Alpha Financial Partners
Kentucky
$93.9M +$5M +6% 5.59% 61.8% 104 25.96%
CPWM
6457
Cypress Point Wealth Management
Texas
$93.9M +$22.9M +32% 26.5% 226% 45 20%
LSC
6458
Lesa Sroufe & Co
Washington
$93.7M -$5.24M -5% 2.15% 71 5.63%
PSC
6459
Piper Sandler & Co
Minnesota
$93.6M -$52.4M -36% 0.04% 0.04% 25 32%
RP
6460
Repertoire Partners
New York
$93.6M -$253M -73% 8.34% 37.5% 33 63.64%
TAC
6461
Twenty Acre Capital
Pennsylvania
$93.6M +$5.92M +7% 11.5% 196% 20 25%
CAP
6462
Columbia Advisory Partners
Washington
$93.5M -$12.5M -12% 3.17% 63.7% 65 21.54%
ACM
6463
Alethea Capital Management
Washington
$93.5M -$1.2M -1% 6.54% 275% 72 48.61%
ABLA
6464
Alan B. Lancz & Associates
Ohio
$93.5M -$2.99M -3% 7.08% 184 31.52%
APCM
6465
Arbiter Partners Capital Management
New York
$93.4M -$13.6M -13% 2.94% 386% 51 27.45%
LCAM
6466
Long Corridor Asset Management
Hong Kong
$93.2M +$9.97M +12% 0.16% 73.6% 18 27.78%
CG
6467
Clifford Group
Massachusetts
$93.1M +$10.6M +13% 5.26% 67.9% 72 9.72%
WCG
6468
Wall Capital Group
Arizona
$93.1M +$10.9M +13% 5.91% 29 27.59%
YMRC
6469
Yorktown Management & Research Company
Virginia
$93M +$311K +0.3% 9.6% 223% 218 18.81%
PI
6470
Pachira Investments
California
$93M +$69.8M +301% 6.03% 72.6% 38 31.58%
TBNY
6471
Trustco Bank (New York)
New York
$92.9M +$1.9M +2% 4.49% 131% 72 8.33%
SM
6472
STF Management
Texas
$92.9M -$55.5M -37% 17.4% 208% 102 16.67%
BCP
6473
Bluegrass Capital Partners
Florida
$92.7M +$2.59M +3% 10.5% 60.1% 13 15.38%
EWM
6474
Echo Wealth Management
Minnesota
$92.5M +$1.99M +2% 5.45% 41% 41 4.88%
CIM
6475
Courant Investment Management
Tennessee
$92.5M +$2.08M +2% 9.89% 33.5% 9 11.11%