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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
KCA
6651
Kastel Capital Advisors
Massachusetts
$163M $0 0% 0.62% 55 0%
SIM
6652
SummerHaven Investment Management
Connecticut
$163M -$13.3M -8% 11.5% 143% 194 0.52%
IVGAI
6653
Index Venture Growth Associates IV
Jersey
$163M -$115M -41% 41.4% 2 0%
CC
6654
Cannell Capital
Wyoming
$163M -$43.4M -21% 2.23% 130% 66 60.61%
DJFS
6655
Dean Jacobson Financial Services
Texas
$163M +$5.15M +3% 1.09% 55.7% 21 14.29%
IW
6656
Instrumental Wealth
Florida
$163M -$4.09M -2% 2.05% 34.2% 75 6.67%
TWM
6657
TopTier Wealth Management
Wisconsin
$163M +$15.4M +10% 1.15% 795 84.78%
DC
6658
Dahring Cusmano
Michigan
$163M +$18.9M +13% 1.78% 61 24.59%
TIAM2
6659
Tru Independence Asset Management 2
Oregon
$163M +$2.8M +2% 1.57% 87 6.9%
BFG
6660
Buttonwood Financial Group
Missouri
$163M -$25.6M -14% 1.19% 73.1% 37 29.73%
CWMGO
6661
Capstone Wealth Management Group (Oregon)
Oregon
$163M -$2.59M -2% 3.46% 135 13.33%
MCA
6662
Millennium Capital Advisors
Arkansas
$162M -$7.07M -4% 1.38% 114% 140 13.57%
IIM
6663
Invariant Investment Management
Pennsylvania
$162M +$6.2M +4% 1.82% 75 12%
TFP
6664
Traction Financial Partners
Wyoming
$162M -$6.29M -4% 1.78% 62 11.29%
KCPT
6665
Kingstone Capital Partners Texas
Texas
$162M -$9.01M -5% 5.45% 62 14.52%
SVWA
6666
Sarver Vrooman Wealth Advisors
Missouri
$162M +$5.04M +3% 3.33% 140 3.57%
PCP
6667
Panoramic Capital Partners
Oregon
$162M -$734K -0.5% 3% 65 7.69%
MAG
6668
M3 Advisory Group
Massachusetts
$162M -$1.78M -1% 1.89% 155 12.26%
BCA
6669
Bay Capital Advisors
Virginia
$162M -$1.66M -1% 1.82% 116 12.07%
BC
6670
Bulwark Capital
Florida
$162M +$21.6M +15% 1.47% 101 5.94%
LIM
6671
Lagoda Investment Management
New York
$162M -$10.5M -6% 15.3% 193% 28 21.43%
TMC
6672
Themes Management Co
Connecticut
$162M +$28.3M +21% 22.1% 175 33.14%
IPAM
6673
Investment Partners Asset Management
New Jersey
$162M +$1.32M +0.8% 1.66% 170 10.59%
MF
6674
Manuka Financial
Virginia
$162M +$844K +0.5% 0.12% 57 1.75%
HG
6675
Herbst Group
Connecticut
$162M -$8.04M -5% 0.58% 139% 79 46.84%