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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
GA
6551
Gagnon Advisors
New York
$162M +$13.1M +9% 10.6% 78.2% 26 15.38%
CPL
6552
Capital & Planning LLC
Georgia
$162M +$14.7M +10% 7.48% 40 12.5%
AI
6553
Axecap Investments
Ohio
$162M +$8.33M +5% 8.16% 91 29.67%
GAAM
6554
Grand Alliance Asset Management
Hong Kong
$162M +$73.2M +83% 53.7% 11 54.55%
PWAM
6555
Papamarkou Wellner Asset Management
New York
$162M +$10.6M +7% 9.14% 87 16.09%
ECM
6556
Explore Capital Management
Delaware
$162M +$20.3M +14% 4.21% 19 31.58%
MWM
6557
Magnolia Wealth Management
Alabama
$162M +$8.27M +5% 6.06% 45.4% 14 14.29%
GC
6558
Gould Capital
Washington
$162M +$11.9M +8% 7.16% 52% 222 8.11%
WMWM
6559
Wilkins Miller Wealth Management
Alabama
$161M +$14.5M +10% 5.78% 92 3.26%
AI
6560
Aflac Inc
Georgia
$161M -$42.7M -21% 20.1% 31.1% 3 0%
LG
6561
LAM Group
Oregon
$161M +$11.7M +8% 7.4% 54.3% 73 1.37%
RFS
6562
Richardson Financial Services
Massachusetts
$161M +$12.4M +8% 7.29% 656 28.96%
OIM
6563
Opus Investment Management
Massachusetts
$161M +$10.8M +7% 7.96% 44.3% 29 0%
FI
6564
FIDELIS iM
Oregon
$161M -$63.6M -28% 4.81% 40.1% 24 33.33%
FRA
6565
FFG Retirement Advisors
Colorado
$161M +$1.54M +1% 4.84% 41.1% 50 20%
IAM
6566
Impala Asset Management
Florida
$161M +$3.09M +2% 17.8% 102% 33 51.52%
WWWM
6567
White Wing Wealth Management
Texas
$161M +$13.5M +9% 6.6% 37 21.62%
PS
6568
Pinney & Scofield
Massachusetts
$161M +$13.3M +9% 6.54% 221 2.26%
PXPO
6569
Peak XV Partners Operations
Mauritius
$161M -$43M -21% 21.1% 1 0%
SCM
6570
Sunbeam Capital Management
Georgia
$161M +$28.9M +22% 8.5% 105 14.29%
DSCM
6571
Del-Sette Capital Management
New York
$161M +$17.1M +12% 11.7% 95.6% 56 16.07%
HG
6572
Herbst Group
Connecticut
$161M -$6.02M -4% 8.94% 139% 59 18.64%
MF
6573
Manuka Financial
Virginia
$161M -$22.6M -12% 6.96% 58 12.07%
EG
6574
Ellerson Group
Maryland
$161M +$18.9M +13% 15% 138% 63 19.05%
BRWM
6575
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 8.06% 112 12.5%