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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 Avg Holding
Period (Yrs)
Luminus Management
7976
Luminus Management
Texas
$114M +$2.94M +3% 5.44% 8.7% 30 63.33% 1
Capstone Wealth Management
7977
Capstone Wealth Management
Montana
$114M – – 3.01% – 40 – 0
RCP
7978
RPM Capital Partners
New York
$114M +$50.5M +79% 62.4% 8.37% 2 50% 1
Ativo Capital Management
7979
Ativo Capital Management
Illinois
$114M -$4.43M -4% 3.64% 63.2% 64 25% 1.9
DAM
7980
Directional Asset Management
Illinois
$114M – – 5.32% – 93 – 0
Financial Planning Fort Collins
7981
Financial Planning Fort Collins
Colorado
$114M – – 0.9% – 30 – 0
Alan B. Lancz & Associates
7982
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 6.13% – 139 10.79% 3
Legacy Solutions LLC
7983
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 2.2% – 83 8.43% 0.9
SHFC
7984
Safe Harbor Family Capital
North Carolina
$114M – – 1.25% – 51 – 0
Waycross Investment Management
7985
Waycross Investment Management
Washington
$114M +$15.7M +16% 3.07% 49.6% 50 22% 1.9
KL
7986
Keenan LLC
Massachusetts
$114M – – 2.59% – 41 – 0
Powerhouse Assets
7987
Powerhouse Assets
Massachusetts
$114M – – 2.22% – 54 – 0
LWM Advisors
7988
LWM Advisors
California
$114M +$2.37M +2% 1.62% – 30 6.67% 0.9
Cannon Capital Management
7989
Cannon Capital Management
Utah
$114M – – 2% – 27 – 0
Clarity Retirement & Wealth
7990
Clarity Retirement & Wealth
Massachusetts
$114M – – 1.91% – 33 – 0
CrossGen Wealth
7991
CrossGen Wealth
North Carolina
$114M – – 2.47% – 198 – 0
Broyhill Asset Management
7992
Broyhill Asset Management
North Carolina
$114M -$592K -0.5% 6.01% – 87 16.09% 0.8
QP Wealth Management
7993
QP Wealth Management
New Jersey
$113M – – 7.97% – 105 – 1.8
Empery Asset Management
7994
Empery Asset Management
New York
$113M – – 6.18% – 31 – 1.3
Kane Co Wealth Management
7995
Kane Co Wealth Management
Iowa
$113M – – 2.39% – 50 – 0
Gallo Partners
7996
Gallo Partners
New Jersey
$113M -$20.7M -15% 7.45% – 71 76.06% 0.2
Larry Mathis Financial Planning
7997
Larry Mathis Financial Planning
Arizona
$113M – – 3.93% – 157 – 0
Hudson Oak Wealth Advisory
7998
Hudson Oak Wealth Advisory
New Jersey
$113M – – 1.67% – 55 – 0
Carter Financial
7999
Carter Financial
California
$113M – – 1.98% – 24 – 0
Forefront Analytics
8000
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 1.59% 50.9% 47 17.02% 3.9