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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
LM
6601
Luminus Management
Texas
$166M +$51.3M +45% 24.1% 13.1% 33 60.61%
SHC
6602
SALT Holding Corp
Delaware
$165M +$36.4M +28% 7.73% 26 26.92%
SL
6603
SFM LLC
New Hampshire
$165M -$5.18M -3% 3.99% 64 7.81%
TLM
6604
Twin Lions Management
Connecticut
$165M +$17.2M +12% 2.23% 10 20%
FHC
6605
Fort Henry Capital
West Virginia
$165M +$2.11M +1% 0.6% 37% 17 5.88%
ZRP
6606
Zynergy Retirement Planning
New Jersey
$165M +$2.82M +2% 0.29% 27 3.7%
AMAL
6607
Asset Management Advisors LLC
Oklahoma
$165M -$6.34K -0% 2.23% 124% 19 5.26%
GGA
6608
Granite Group Advisors
Connecticut
$165M -$11.2M -6% 5.65% 98 20.41%
OO
6609
Obsido Oy
$165M +$2.56M +2% 1.76% 20 0%
BFP
6610
Brewster Financial Planning
New York
$165M +$2.6M +2% 0.65% 40.8% 26 0%
WMWM
6611
Wilkins Miller Wealth Management
Alabama
$165M -$2.6M -2% 0.83% 92 3.26%
GC
6612
Gould Capital
Washington
$165M +$3M +2% 2.35% 60.1% 214 10.75%
AAS
6613
AdviceOne Advisory Services
Connecticut
$165M -$3.96M -2% 2.69% 41 4.88%
OAS
6614
Optivise Advisory Services
Tennessee
$165M -$8.3M -5% 1.38% 219 25.57%
GAAM
6615
Grand Alliance Asset Management
Hong Kong
$165M +$27.8M +20% 49.1% 15 40%
DWMS
6616
Dominguez Wealth Management Solutions
Virginia
$165M +$1.5M +0.9% 0.5% 47.2% 69 5.8%
COA
6617
Charter Oak Advisors
New York
$165M +$46M +39% 17.1% 14 14.29%
TFG
6618
Taylor Financial Group
Virginia
$165M -$5.18M -3% 1.95% 103 4.85%
RWS
6619
Rochester Wealth Strategies
Michigan
$165M +$5.69M +4% 0.32% 24 0%
BPMC
6620
Buckland Partners Management Co
New York
$165M -$15.5M -9% 0.18% 111 24.32%
CPL
6621
Capital & Planning LLC
Georgia
$165M +$143M +663% 4.34% 172 94.77%
OCM
6622
Occam Crest Management
Connecticut
$165M +$20.7M +14% 3.76% 38 36.84%
SMAM
6623
Sugar Maple Asset Management
Wisconsin
$165M +$16M +11% 0.22% 98 28.57%
BCA
6624
Bitterroot Capital Advisors
Montana
$165M +$18.7M +13% 1.28% 61 18.03%
SCP
6625
Sender Company & Partners
New York
$165M -$49.9M -23% 0.28% 36.8% 132 82.58%