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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 Avg Holding
Period (Yrs)
SGMPI
6701
Spark Growth Management Partners II
Massachusetts
$66.6M -$19.3M -22% 16.9% – 2 0% 1.5
ETIA
6702
Epic Trust Investment Advisors
Washington
$66.5M -$5.76M -8% 6.98% – 115 26.96% 0.5
KLM
6703
Kennedy Lewis Management
New York
$66.4M -$21.3M -24% 12% 70.2% 21 33.33% 0.9
LHEI
6704
Leo H. Evart Inc
California
$66.1M +$489K +0.7% 7.16% – 36 16.67% 0.9
CIA
6705
Caerus Investment Advisors
Texas
$66.1M -$13.2M -17% 3.39% 85% 62 41.94% 0.8
FL
6706
Fort LP
Maryland
$66.1M -$14M -17% 13.1% 56.8% 204 12.25% 3.2
AM
6707
Anqa Management
New York
$66.1M -$27M -29% 11.1% 171% 27 48.15% 1.1
XXIP
6708
Xiamen Xinweidachuang Investment Partnership
China
$65.9M -$8.43M -11% 11.3% 66.6% 1 0% 1
MWM
6709
MY Wealth Management
Maryland
$65.6M -$27.6M -30% 3.84% 36.1% 27 22.22% 0.9
LPARFS
6710
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$65.6M -$12.4M -16% 0% – 67 100% 0
LCH
6711
Lee Capital Holdings
New York
$65.4M -$5.82M -8% 10.7% 34.4% 39 25.64% 2.2
LCM
6712
Lewis Capital Management
California
$65.3M +$247K +0.4% 6.14% – 60 10% 1
NVIM
6713
New Vernon Investment Management
Illinois
$65.1M +$16.1M +33% 20.8% 83.1% 31 9.68% 4.1
OFG
6714
Orcam Financial Group
California
$65.1M +$6.15M +10% 5.06% 40% 34 17.65% 0.8
SCFS
6715
S.C. Financial Services
Arizona
$65M +$2.01M +3% 9.68% – 136 33.09% 0.7
PWA
6716
Primoris Wealth Advisors
Florida
$64.9M +$8.84M +16% 8.4% 182% 68 20.59% 0.8
DWA
6717
Delos Wealth Advisors
Texas
$64.8M -$18.7M -22% 9.75% 58% 406 6.4% 0.9
AL
6718
ACAS LLC
California
$64.8M – – 6.16% – 73 – 1.4
MPEM
6719
Marathon Partners Equity Management
New York
$64.7M +$1.33M +2% 1.04% – 32 53.13% 1.2
CCFP
6720
Charles Carroll Financial Partners
Massachusetts
$64.7M +$2.69M +4% 11.2% – 44 15.91% 0.8
CFG
6721
CNO Financial Group
Indiana
$64.5M -$1.39M -2% 2% – 6 0% 1.8
LM
6722
Lasry Marc
$64.4M +$12.4M +24% 20.8% 14.8% 14 42.86% 1.3
QWM
6723
QP Wealth Management
New Jersey
$64.2M -$5.3M -8% 3.08% – 86 47.67% 1.6
CAM
6724
Caprin Asset Management
Virginia
$64.1M -$5.5M -8% 2.49% 7.87% 23 34.78% 4.1
HGCK
6725
HPC Germany & Co KG
Germany
$64.1M +$3.25M +5% 7.31% 233% 13 0% 0.7