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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
SWM
7626
Sentinel Wealth Management
Virginia
$142M +$16.9M +13% 12.7% 39 0%
KF
7627
K2 Financial
California
$142M +$4.18M +3% 7.76% 60 1.67%
TC
7628
Travelers Companies
Minnesota
$142M +$14.9M +12% 27.4% 2 50%
IFU
7629
iSAM Funds (UK)
United Kingdom
$142M -$60.9M -30% 7.85% 53.7% 445 80.45%
LGM
7630
L1 Global Manager
$142M -$7.87M -5% 1.04% 164 52.44%
KL
7631
Keenan LLC
Massachusetts
$142M +$23M +19% 16.1% 47 14.89%
PAM
7632
PartnerRe Asset Management
Connecticut
$142M +$3.49M +3% 2.69% 2 0%
MW
7633
Merited Wealth
Florida
$141M +$20.8M +17% 12.5% 79 7.59%
NA
7634
Nestegg Advisors
New York
$141M +$27.5M +24% 12.8% 56 14.29%
VA
7635
Veratis Advisors
North Carolina
$141M 9.84% 84
ACM
7636
Alessandra Capital Management
California
$141M +$24M +20% 25.9% 134 21.64%
SAP
7637
Strategic Advisory Partners
North Carolina
$141M +$14.1M +11% 8.65% 101 62.38%
SWP
7638
SIMA Wealth Partners
Virginia
$141M +$9.83M +7% 10.3% 131 0.76%
CDWM
7639
Campbell Deegan Wealth Management
Virginia
$141M +$16.1M +13% 10.7% 58 12.07%
BCWM
7640
Ball & Co Wealth Management
Tennessee
$141M +$21.5M +18% 5.94% 90 31.11%
AFC
7641
Avise Financial Cooperative
California
$141M +$20.1M +17% 10.5% 121 21.49%
SPA
7642
Sound Portfolio Advisors
Connecticut
$141M +$17.8M +14% 10.4% 50 16%
MW
7643
Marrick Wealth
California
$141M +$21.9M +18% 11.9% 65 24.62%
NSG
7644
Nalls Sherbakoff Group
Tennessee
$141M +$4.74M +3% 10.8% 422 12.32%
POIA
7645
Pin Oak Investment Advisors
Texas
$141M -$830K -0.6% 9.71% 62.7% 602 22.92%
PBRA
7646
Pine Brook Road Advisors
New York
$140M +$2.72M +2% 27.4% 1 0%
FL
7647
Fourthstone LLC
Missouri
$140M -$449M -76% 14% 104% 68 72.06%
CCM
7648
Cobalt Capital Management
New Jersey
$140M -$38.1M -21% 32.1% 235% 37 64.86%
ECM
7649
Ethos Capital Management
Pennsylvania
$140M +$23.9M +20% 31.5% 64 20.31%
GCM
7650
Graver Capital Management
Ohio
$140M +$8.74M +7% 11.1% 26 3.85%