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
LCM
4426
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 20
SW
4427
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 174
RGC
4428
Redwood Grove Capital
California
$279M -$44M -14% 25
FCT
4429
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 65
RWI
4430
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 107
CCIP
4431
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 9
APW
4432
Acima Private Wealth
Virginia
$279M -$18.4M -6% 184
EFA
4433
Evernest Financial Advisors
Indiana
$279M -$107M -28% 176
BWG
4434
Beta Wealth Group
California
$278M +$52.4M +23% 123
SCPM
4435
Sea Cliff Partners Management
California
$278M -$9.91M -3% 19
VWA
4436
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 533
SC
4437
Steph & Co
Wisconsin
$278M -$18.1M -6% 284
BP
4438
Bandera Partners
New York
$278M +$15.3M +6% 19
DP
4439
Denver PWM
Colorado
$278M +$19.5M +8% 236
MCM
4440
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 3
SP
4441
Sequent Planning
Nebraska
$278M +$5.28M +2% 153
TPC
4442
Tiger Pacific Capital
New York
$278M -$96.3M -26% 17
BWM
4443
BNC Wealth Management
Oregon
$278M -$26.5M -9% 109
GM
4444
Granger Management
New York
$277M -$162M -37% 7
MWM
4445
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 51
SFG
4446
Sterling Financial Group
California
$277M +$8.59M +3% 67
TFA
4447
Trinity Financial Advisors
Ohio
$277M +$14M +5% 92
CFP
4448
Cypress Financial Planning
New Jersey
$277M +$4.7M +2% 84
OWIM
4449
Old West Investment Management
California
$277M +$30.4M +12% 65
DWAM
4450
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 152