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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
KOMWMG
7101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 8.03% 60.2% 90 12.22%
LAII
7102
LM Asset (IM) Inc
British Columbia, Canada
$132M +$24.5M +23% 20.8% 14 42.86%
TCM
7103
Tao Capital Management
California
$132M -$4.17M -3% 19.2% 356% 10 10%
TC
7104
Travelers Companies
Minnesota
$132M +$12.7M +11% 9.39% 2 50%
CWMS
7105
Cannon Wealth Management Services
North Carolina
$132M +$9.74M +8% 6.14% 86 11.63%
KCAM
7106
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 5.22% 62 3.23%
FDC
7107
Flight Deck Capital
California
$132M +$37.6M +40% 60% 274% 17 41.18%
OWM
7108
Orca Wealth Management
Florida
$132M +$13.3M +11% 11.2% 70 10%
OFG
7109
Opulen Financial Group
Virginia
$132M +$10M +8% 5.46% 108 9.26%
CP
7110
Clayton Partners
California
$132M +$12.8M +11% 12.4% 99% 41 21.95%
WF
7111
Womack Financial
Texas
$132M +$11.7M +10% 7.35% 68 4.41%
LFS
7112
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 6.86% 53 16.98%
GCM
7113
GeoSphere Capital Management
Florida
$132M +$14.9M +13% 33% 419% 55 49.09%
WSA
7114
Warm Springs Advisors
California
$132M +$15.2M +13% 9.64% 50 16%
FB
7115
Finward Bancorp
Indiana
$132M +$5M +4% 8.8% 109 10.09%
CMU
7116
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 13.1% 32.4% 5 0%
IVMX
7117
Institutional Venture Management XV
California
$131M -$111M -46% 8.8% 36.3% 4 25%
PWM
7118
PMG Wealth Management
Illinois
$131M +$10.1M +8% 6.09% 55 3.64%
TCM
7119
TT Capital Management
California
$131M +$7.55M +6% 0.98% 77 22.08%
PBRA
7120
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 9.47% 2 50%
HC
7121
Hoese & Co
Minnesota
$131M +$6.85M +6% 4.86% 46.3% 154 18.83%
SWP
7122
SIMA Wealth Partners
Virginia
$131M +$6.89M +6% 5.51% 183 26.23%
KCM
7123
Kids Capital Management
California
$131M +$8.7M +7% 7.25% 13 7.69%
FLFS
7124
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 4.08% 292 28.08%
KCM
7125
Kennondale Capital Management
Virginia
$131M +$32.6M +33% 17.2% 84 4.76%