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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
TC
7126
Tannin Capital
North Carolina
$138M +$25.9M +23% 0.7% 158 18.35%
PBRA
7127
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 2.35% 1 0%
DFS
7128
Demming Financial Services
Ohio
$138M +$4.75M +4% 0.85% 40 20%
LPAM
7129
Legion Partners Asset Management
California
$138M -$34M -20% 6.19% 95.5% 7 14.29%
CI
7130
Cria Inc
New York
$138M -$30M -18% 17.3% 2 0%
ACA
7131
Arsenal Capital Advisors
Pennsylvania
$138M -$3.76M -3% 4.55% 103 9.71%
LIA
7132
LSP Investment Advisors
New York
$138M -$50.4M -27% 3.86% 104% 22 18.18%
CW
7133
Cooksen Wealth
Texas
$138M +$974K +0.7% 1.36% 45 0%
RF
7134
Rubicon Founders
Tennessee
$138M -$26.9M -16% 16.7% 3 0%
CP
7135
Clayton Partners
California
$138M -$914K -0.7% 8.08% 99% 45 31.11%
OCM
7136
Octahedron Capital Management
California
$138M -$9.44M -6% 4.14% 150% 24 58.33%
KF
7137
K2 Financial
California
$138M +$8.13M +6% 0.04% 62 11.29%
FDC
7138
Flight Deck Capital
California
$137M +$20.2M +17% 11.5% 274% 13 38.46%
GWM
7139
Goldenstone Wealth Management
California
$137M +$3.81M +3% 0.93% 92 11.96%
ASM
7140
AI-Squared Management
Hong Kong
$137M +$51.3M +60% 36.4% 28 67.86%
DFG
7141
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 1.39% 45 31.11%
4PL
7142
46 Peaks LLC
Pennsylvania
$137M +$983K +0.7% 1.77% 24 12.5%
LBC
7143
Lane Brothers & Co
Arizona
$137M -$969K -0.7% 0.91% 83 0%
NFA
7144
Northern Financial Advisors
Michigan
$137M +$49.7M +57% 0.6% 109% 106 17.92%
PIA
7145
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 2.41% 77 14.29%
BOM
7146
Bank of Marin
California
$137M -$7.79M -5% 2.44% 67.1% 145 17.24%
RWP
7147
Ridgeline Wealth Planning
Ohio
$137M -$3.21M -2% 2.64% 52 5.77%
SWM
7148
Schwallier Wealth Management
Michigan
$137M -$19.6M -13% 0.99% 64 25%
GCM
7149
Generation Capital Management
New York
$137M -$17.3M -11% 2.32% 95 29.47%
EWM
7150
Evolution Wealth Management
Florida
$137M +$15.9M +13% 2.33% 870 16.21%