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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
KPWM
7951
KDK Private Wealth Management
Texas
$115M +$15.9M +16% 0.35% 72 23.61%
MCM
7952
Multicoin Capital Management
Texas
$114M -$160M -58% 50.2% 4 25%
PR
7953
PSP Research
Pennsylvania
$114M 18.1% 85
MPGIG
7954
Mercato Partners Growth III GP
Utah
$114M 35.6% 1
AGAM
7955
AK Global Asset Management
California
$114M 0.22% 31
LM
7956
Luminus Management
Texas
$114M +$2.94M +3% 5.44% 8.7% 30 63.33%
CWM
7957
Capstone Wealth Management
Montana
$114M 3.01% 40
RCP
7958
RPM Capital Partners
New York
$114M +$50.5M +79% 62.4% 2 50%
ACM
7959
Ativo Capital Management
Illinois
$114M -$4.43M -4% 3.64% 63.8% 64 25%
DAM
7960
Directional Asset Management
Illinois
$114M 5.32% 93
FPFC
7961
Financial Planning Fort Collins
Colorado
$114M 0.9% 30
ABLA
7962
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 6.13% 139 10.79%
LSL
7963
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 2.2% 83 8.43%
SHFC
7964
Safe Harbor Family Capital
North Carolina
$114M 1.25% 51
WIM
7965
Waycross Investment Management
Washington
$114M +$15.7M +16% 3.07% 47.6% 50 22%
KL
7966
Keenan LLC
Massachusetts
$114M 2.59% 41
PA
7967
Powerhouse Assets
Massachusetts
$114M 2.22% 54
LA
7968
LWM Advisors
California
$114M +$2.37M +2% 1.62% 30 6.67%
CCM
7969
Cannon Capital Management
Utah
$114M 2% 27
CRW
7970
Clarity Retirement & Wealth
Massachusetts
$114M 1.91% 33
CW
7971
CrossGen Wealth
North Carolina
$114M 2.47% 198
BAM
7972
Broyhill Asset Management
North Carolina
$114M -$592K -0.5% 6.01% 87 16.09%
QWM
7973
QP Wealth Management
New Jersey
$113M 7.97% 105
EAM
7974
Empery Asset Management
New York
$113M 6.18% 31
KCWM
7975
Kane Co Wealth Management
Iowa
$113M 2.39% 50