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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
ACL
6551
Applied Capital LLC
Florida
$128M +$13.8M +12% 11.5% 71% 86 11.63%
PIS
6552
POM Investment Strategies
North Carolina
$128M +$3.02M +2% 5.37% 378 32.01%
DSCM
6553
Del-Sette Capital Management
New York
$128M +$6.19M +5% 7.7% 95.6% 40 17.5%
TA
6554
TPG Advisors
Illinois
$128M +$10.5M +9% 6.6% 91 9.89%
CVV
6555
Curative Ventures V
Texas
$128M +$108M +554% 554% 37.7% 1 0%
LF
6556
LifeSteps Financial
California
$128M +$6.67M +6% 5.46% 88% 88 11.36%
RFN
6557
Redwood Financial Network
Ohio
$128M +$8.74M +7% 4.64% 55.2% 154 11.04%
BVC
6558
Bright Valley Capital
Hong Kong
$128M +$39.1M +44% 16.5% 14 64.29%
KAM
6559
Kraft Asset Management
Tennessee
$128M +$8.76M +7% 6.66% 41% 48 10.42%
CSC
6560
Cove Street Capital
California
$128M -$11.5M -8% 3.95% 84.2% 120 48.33%
GRA
6561
Golden Road Advisors
Florida
$128M +$6.42M +5% 5.97% 38 5.26%
BRIA
6562
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 6.72% 91 5.49%
TFP
6563
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 5.79% 57 3.51%
APW
6564
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 5.35% 156 10.26%
OC
6565
OxenFree Capital
Florida
$127M +$12.9M +11% 5.03% 41 7.32%
EG
6566
Ellerson Group
Maryland
$127M -$4.08M -3% 4.86% 138% 50 10%
GAA
6567
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 9.6% 136% 145 7.59%
VIA
6568
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 15.1% 131% 384 27.08%
HFAS
6569
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 8.62% 60.6% 112 10.71%
PIM
6570
Profit Investment Management
Maryland
$127M -$32.7M -20% 9.69% 101% 86 11.63%
SPWG
6571
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 5.5% 56.7% 93 8.6%
SR
6572
Summer Road
Florida
$127M +$23.6M +23% 27% 101% 32 28.13%
SA
6573
Sage Advisors
Colorado
$127M +$3.94M +3% 3.61% 27 14.81%
MWA
6574
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 5.05% 83 4.82%
LWM
6575
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 55.3% 82 47.56%