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
CC
5126
Codex Capital
New York
$163M -$29.7M -15% 42
SL
5127
SIB LLC
New York
$163M -$30.3M -16% 19
PWM
5128
PBMares Wealth Management
Virginia
$162M -$73.2M -31% 163
AC
5129
AWM Capital
Arizona
$162M +$30.8M +23% 64
WF
5130
Whelan Financial
California
$162M +$1.25M +0.8% 25
BP
5131
BCK Partners
New York
$162M -$4.75M -3% 29
BMC
5132
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 149
PIM
5133
Profit Investment Management
Maryland
$162M +$2.94M +2% 84
FIM
5134
FWL Investment Management
Texas
$162M -$1.77M -1% 58
LFP
5135
Leeward Financial Partners
Washington
$162M +$1.91M +1% 76
IPW
5136
IronBridge Private Wealth
Texas
$162M -$30.3M -16% 323
GP
5137
Geneva Partners
Wisconsin
$162M -$49.2M -23% 122
MCM
5138
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 82
CI
5139
Cordant Inc
Oregon
$161M -$9.17M -5% 1,429
MA
5140
MBA Advisors
Pennsylvania
$161M +$81K +0.1% 160
DC
5141
Dryden Capital
Florida
$161M +$21.4M +15% 59
WB
5142
West Bancorporation
Iowa
$161M +$34M +27% 345
FCM
5143
FourWorld Capital Management
New York
$161M 18
HLC
5144
Hunt Lane Capital
New York
$161M -$83M -34% 23
SIS
5145
SVB Investment Services
Utah
$161M +$10.8M +7% 44
DACS
5146
Dymon Asia Capital (Singapore)
Singapore
$161M -$2.31M -1% 117
RH
5147
RFG Holdings
Texas
$161M -$29.8M -16% 34
JA
5148
JVL Associates
Michigan
$161M +$1.04M +0.6% 42
KLM
5149
Kennedy Lewis Management
New York
$161M +$11M +7% 33
OCM
5150
Orleans Capital Management
Louisiana
$161M -$15.1M -9% 88