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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
LC
7501
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% 99 13.13%
BM
7502
Bislett Management
California
$148M +$18M +14% 18.6% 19.8% 18 0%
Vanguard Capital Wealth Advisors
7503
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 225% 152 34.21%
LFWA
7504
LiftPoint Family Wealth Advisors
New Jersey
$148M +$26.8M +22% 15.6% 71 23.94%
TR
7505
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% 54 33.33%
DCM
7506
Dorato Capital Management
Colorado
$147M +$12M +9% 16.1% 259 3.86%
SFC
7507
Summit Financial Consulting
Michigan
$147M +$7.71M +6% 10.7% 51 23.53%
RTM
7508
Red Tree Management
California
$147M +$35.5M +32% 35% 3 0%
ICVCFIA
7509
IDG China Venture Capital Fund IV Associates
Hong Kong
$147M -$72M -33% 23.5% 59.2% 4 0%
CPWL
7510
Coquina Private Wealth LLC
Florida
$147M +$22.9M +18% 19.4% 104 10.58%
CIP
7511
Castlefield Investment Partners
$147M +$16.5M +13% 22.7% 36 5.56%
SA
7512
Sincerus Advisory
New York
$147M +$15.3M +12% 12% 82 8.54%
CCA
7513
Cygnus Capital Advisors
Georgia
$147M +$915K +0.6% 14.2% 128 55.47%
MWA
7514
Madson Wealth Advisors
California
$147M +$26.9M +22% 15.6% 100 19%
DAM
7515
Diamant Asset Management
Connecticut
$147M +$9.87M +7% 10% 66.9% 85 15.29%
WW
7516
Winnow Wealth
Texas
$147M +$17.4M +13% 14.8% 138 11.59%
KWM
7517
Koa Wealth Management
California
$147M +$8.74M +6% 6.82% 60 16.67%
SCM
7518
Saber Capital Management
North Carolina
$147M +$12.4M +9% 17% 40 20%
CCP
7519
Crocodile Capital Partners
Germany
$147M +$7.26M +5% 9.49% 190% 12 0%
RIP
7520
Reliant Investment Partners
North Carolina
$147M +$26.3M +22% 27% 131 17.56%
MW
7521
Mueller Wealth
Wisconsin
$147M +$21.5M +17% 8.9% 18 5.56%
MVF
7522
Markin Volterra Fund
New York
$147M +$81.9M +126% 99% 71 54.93%
NC
7523
Nitorum Capital
New York
$147M +$32.9M +29% 27.2% 87.1% 23 13.04%
WIM
7524
Wiregrass Investment Management
Georgia
$147M +$26.1M +22% 18.4% 117 21.37%
LP
7525
LB Partners
Virginia
$147M +$35.1M +31% 38.6% 40 22.5%