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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
KWM
7101
Koa Wealth Management
California
$138M -$7.32M -5% 4.93% 59 6.78%
SIP
7102
Stoneridge Investment Partners
Pennsylvania
$138M -$5.41M -4% 7.14% 26.4% 156 37.18%
SWA
7103
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 2.81% 46.4% 20 20%
DW
7104
Durante & Waters
New York
$138M -$5.22M -4% 2.94% 32 3.13%
PF
7105
PlanWiser Financial
Colorado
$138M +$4.48M +3% 0.14% 51 15.69%
RC
7106
Renaissance Capital
Connecticut
$138M -$753K -0.5% 2.06% 248% 48 20.83%
PAM
7107
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 1.03% 2 0%
PF
7108
Prota Financial
Texas
$138M -$842K -0.6% 1.44% 72 13.89%
LDNAM
7109
Lepercq De Neuflize Asset Management
New York
$138M -$36.9M -21% 3.43% 27 40.74%
CTA
7110
Camelot Technology Advisors
California
$138M +$3.18M +2% 2.15% 62 12.9%
FP
7111
Factorial Partners
New York
$138M -$13.6M -9% 1.96% 78.3% 64 7.81%
TC
7112
Tannin Capital
North Carolina
$138M +$25.9M +23% 0.7% 158 18.35%
PBRA
7113
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 2.35% 1 0%
DFS
7114
Demming Financial Services
Ohio
$138M +$4.75M +4% 0.85% 40 20%
LPAM
7115
Legion Partners Asset Management
California
$138M -$34M -20% 6.19% 95.5% 7 14.29%
CI
7116
Cria Inc
New York
$138M -$30M -18% 17.3% 2 0%
ACA
7117
Arsenal Capital Advisors
Pennsylvania
$138M -$3.76M -3% 4.55% 103 9.71%
LIA
7118
LSP Investment Advisors
New York
$138M -$50.4M -27% 3.86% 104% 22 18.18%
CW
7119
Cooksen Wealth
Texas
$138M +$974K +0.7% 1.36% 45 0%
RF
7120
Rubicon Founders
Tennessee
$138M -$26.9M -16% 16.7% 3 0%
CP
7121
Clayton Partners
California
$138M -$914K -0.7% 8.08% 99% 45 31.11%
OCM
7122
Octahedron Capital Management
California
$138M -$9.44M -6% 4.14% 150% 24 58.33%
KF
7123
K2 Financial
California
$138M +$8.13M +6% 0.04% 62 11.29%
FDC
7124
Flight Deck Capital
California
$137M +$20.2M +17% 11.5% 274% 13 38.46%
GWM
7125
Goldenstone Wealth Management
California
$137M +$3.81M +3% 0.93% 92 11.96%