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
CW
4851
Cabot-Wellington
Massachusetts
$181M +$9.66M +6% 4
VFPI
4852
Vantage Financial Partners (Illinois)
Illinois
$180M +$11.3M +7% 97
KA
4853
Kailix Advisors
Florida
$180M +$37M +26% 7
SVCM
4854
Saturn V Capital Management
Texas
$180M +$46.4M +35% 23
BIMC
4855
Benson Investment Management Company
Virginia
$180M +$5.4M +3% 57
ICM
4856
IMS Capital Management
Oregon
$180M +$12.3M +7% 145
ZR
4857
Zeno Research
New York
$180M +$30.7M +21% 39
AA
4858
AlphaCentric Advisors
Puerto Rico
$180M +$35.2M +24% 287
DFG
4859
Demars Financial Group
Washington
$180M -$1.38M -0.8% 75
TPW
4860
TL Private Wealth
Texas
$180M +$3.4M +2% 43
TCB
4861
Texas Capital Bancshares
Texas
$180M +$20.1M +13% 95
SWM
4862
Silverlake Wealth Management
Vermont
$180M +$15M +9% 238
FMB
4863
Field & Main Bank
Kentucky
$179M +$11.8M +7% 268
GAMC
4864
Garner Asset Management Corp
Texas
$179M -$38.8M -18% 168
RBGI
4865
Ribbit Bullfrog GP II
California
$179M +$40.1M +29% 4
SWM
4866
Soundmark Wealth Management
Washington
$179M +$12.2M +7% 62
CRI
4867
Commonwealth Retirement Investments
Virginia
$179M +$10.7M +6% 69
LK
4868
Lumbard & Kellner
New Hampshire
$179M -$19.5M -10% 95
FDS
4869
First Dallas Securities
Texas
$179M +$9.74M +6% 129
WCA
4870
Whetstone Capital Advisors
Kansas
$179M +$24.1M +16% 43
BAG
4871
Briggs Advisory Group
Rhode Island
$179M +$10.3M +6% 57
VF
4872
VitalStone Financial
Texas
$179M +$57.8M +48% 1,099
LFA
4873
Level Financial Advisors
New York
$179M +$12.5M +7% 289
MS
4874
Marshall & Sullivan
Washington
$179M +$13.9M +8% 39
CIA
4875
Cape Investment Advisory
Georgia
$179M +$14.9M +9% 995