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
ANHIM
5026
Alan N. Hoffman Investment Management
Massachusetts
$169M +$27.4M +19% 13
LWP
5027
Lumature Wealth Partners
Georgia
$168M -$10.1M -6% 409
AIM
5028
Aspen Investment Management
Michigan
$168M +$11.9M +8% 146
VBFG
5029
Vishria Bird Financial Group
Tennessee
$168M +$11.9M +8% 56
GWM
5030
Grand Wealth Management
Michigan
$168M +$1.84M +1% 78
QC
5031
Qalhat Capital
British Virgin Islands
$168M +$12M +8% 9
CWM
5032
Collaborative Wealth Management
Florida
$168M +$9.41M +6% 176
RFP
5033
Root Financial Partners
California
$168M +$27.8M +20% 69
KC
5034
Kinloch Capital
Virginia
$168M -$3.28M -2% 67
HMCP
5035
Hook Mill Capital Partners
New York
$168M +$33.5M +25% 43
RBC
5036
Rye Brook Capital
Connecticut
$168M +$4.1M +3% 32
PIAS
5037
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 445
USB
5038
Union Savings Bank
Connecticut
$167M 285
MA
5039
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 126
TCOK
5040
Trust Company of Kansas
Kansas
$167M +$10.7M +7% 47
YEPX
5041
Yorktown Energy Partners XI
New York
$167M +$13M +8% 5
GAM
5042
Garrison Asset Management
Arkansas
$167M +$5.62M +3% 108
GCM
5043
GoodHaven Capital Management
New Jersey
$167M +$11.5M +7% 29
PKC
5044
Palmer Knight Company
Florida
$167M +$9.2M +6% 33
WIP
5045
WealthCare Investment Partners
Rhode Island
$167M +$1.33M +0.8% 135
HHGC
5046
Hunting Hill Global Capital
New York
$167M +$79.7M +92% 107
KGAMU
5047
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 5
LAM
5048
Lifestyle Asset Management
Texas
$167M +$17M +11% 100
MFP
5049
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 91
IWN
5050
Independent Wealth Network
Iowa
$166M +$10.1M +6% 221