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
LAM
4801
Lountzis Asset Management
Pennsylvania
$167M +$19.2M +13% 31
IIA
4802
ICW Investment Advisors
Arizona
$167M +$17.6M +12% 124
IFO
4803
Independent Family Office
New York
$166M -$36.4M -18% 68
HCM
4804
Hall Capital Management
Rhode Island
$166M +$16.1M +11% 92
PWA
4805
Phoenix Wealth Advisors
North Carolina
$166M +$66.4M +66% 123
ACM
4806
AREX Capital Management
New York
$166M +$15.7M +10% 19
KFO
4807
Kopp Family Office
Minnesota
$166M +$43.3M +35% 23
UMC
4808
UNC Management Company
North Carolina
$166M -$12.7M -7% 5
FCCM
4809
First City Capital Management
Georgia
$166M +$14.4M +9% 167
SPG
4810
Snow Phipps Group
New York
$166M -$19.2M -10% 2
LC
4811
Littlejohn & Co
Connecticut
$166M -$22.7M -12% 98
FDS
4812
First Dallas Securities
Texas
$166M +$20.4M +14% 125
QM
4813
QVIDTVM Management
Texas
$166M +$18.1M +12% 15
WF
4814
Whelan Financial
California
$166M +$20.3M +14% 30
SA
4815
Stonebridge Advisors
Connecticut
$166M +$40.4M +32% 4
SVBP
4816
Strategic Value Bank Partners
Ohio
$166M +$15.4M +10% 23
SM
4817
Salzhauer Michael
$166M +$7.95M +5% 106
GCA
4818
GSI Capital Advisors
California
$165M -$43.1M -21% 37
SL
4819
SWMG LLC
Texas
$165M +$12M +8% 90
GCM
4820
Gallacher Capital Management
Colorado
$165M 229
CRI
4821
Commonwealth Retirement Investments
Virginia
$165M 67
TFA
4822
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 48
RWP
4823
Reliant Wealth Planning
Kentucky
$165M -$70.7M -30% 15
KCM
4824
Kempner Capital Management
Texas
$165M +$13.6M +9% 63
AWC
4825
Adamsbrown Wealth Consultants
Kansas
$165M +$33.4M +25% 81