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
LWM
4976
Long Walk Management
Connecticut
$212M +$11.3M +6% 11
SW
4977
StrongBox Wealth
Missouri
$212M +$22.1M +12% 91
LK
4978
Lumbard & Kellner
New Hampshire
$212M +$6.21M +3% 80
TLA
4979
Tanglewood Legacy Advisors
Texas
$212M +$8.67M +4% 300
TF
4980
Theory Financial
Colorado
$212M +$15.2M +8% 80
PCC
4981
Perry Creek Capital
New York
$212M -$26.1M -11% 13
GAMC
4982
Garner Asset Management Corp
Texas
$212M +$8.52M +4% 156
MIM
4983
Meros Investment Management
Texas
$211M -$12.2M -5% 42
TFA
4984
TPG Financial Advisors
Oregon
$211M 68
PWM
4985
Proathlete Wealth Management
Florida
$211M +$23.2M +12% 59
CPWM
4986
Cypress Point Wealth Management
Texas
$211M +$15.9M +8% 74
EWP
4987
Elevation Wealth Partners
California
$211M +$11M +5% 544
BWG
4988
Beta Wealth Group
California
$211M +$5.37M +3% 106
KF
4989
KKM Financial
Illinois
$211M +$5.76M +3% 149
PC
4990
Prairiewood Capital
North Dakota
$211M -$2.4M -1% 86
SWM
4991
Sterling Wealth Management
Illinois
$211M +$9.72M +5% 101
SJIM
4992
St. Johns Investment Management
Florida
$211M +$2.17M +1% 225
2L
4993
25 LLC
Missouri
$211M +$6.23M +3% 53
HB
4994
Horizon Bancorp
Indiana
$210M +$541K +0.3% 251
FPCG
4995
Forum Private Client Group
Indiana
$210M +$3.64M +2% 76
HCM
4996
Hahn Capital Management
California
$210M +$43.1M +26% 32
CWA
4997
CM Wealth Advisors
Ohio
$210M -$140M -40% 188
SI
4998
Saxon Interests
Texas
$210M +$463K +0.2% 197
MWM
4999
MTC Wealth Management
Florida
$210M -$7.52M -3% 14
CG
5000
Castellan Group
Kentucky
$210M +$14.7M +8% 69