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
KLC
5151
Kent Lake Capital
Nevada
$161M -$32.1M -17% 58
LWM
5152
Ledge Wealth Management
Minnesota
$161M 72
CWA
5153
Clarus Wealth Advisors
Arizona
$161M -$13.1M -8% 128
OCPWS
5154
One Charles Private Wealth Services
Massachusetts
$161M -$12.5M -7% 125
LAM
5155
L2 Asset Management
Massachusetts
$161M +$17.5M +12% 152
BAM
5156
Byrne Asset Management
New Jersey
$161M +$6.11M +4% 583
MA
5157
Mezzasalma Advisors
New Jersey
$160M -$25.9M -14% 99
RWG
5158
Regal Wealth Group
California
$160M -$17.1M -10% 54
SAM
5159
S.A. Mason
Michigan
$160M -$5.8M -3% 335
PCM
5160
Pinz Capital Management
New York
$160M -$98.9M -38% 408
APIM
5161
Agate Pass Investment Management
Washington
$160M -$609K -0.4% 99
MWA
5162
Moser Wealth Advisors
Washington
$160M -$5.38M -3% 146
SFS
5163
Solitude Financial Services
Virginia
$160M +$9.66M +6% 44
EMCIP
5164
Ewing Morris & Co Investment Partners
Ontario, Canada
$160M +$13.5M +9% 19
FA
5165
Financial Avengers
California
$160M -$3.21M -2% 168
JWM
5166
Jupiter Wealth Management
Colorado
$160M -$33M -17% 95
TFA
5167
Trinity Financial Advisors
Ohio
$160M -$9.47M -6% 70
IIA
5168
Integral Investment Advisors
California
$160M +$20.6M +15% 101
AC
5169
Avory & Company
Florida
$160M -$6.75M -4% 25
OPWM
5170
Oxinas Partners Wealth Management
Indiana
$160M -$15.5M -9% 160
IRAG
5171
Investment Research & Advisory Group
Georgia
$160M -$5.2M -3% 202
JIC
5172
Juniper Investment Company
New York
$159M +$11.3M +8% 10
RCM
5173
Rutabaga Capital Management
Massachusetts
$159M +$8.48M +6% 52
BFA
5174
Bluestem Financial Advisors
Illinois
$159M -$1.49M -0.9% 28
GCM
5175
Gables Capital Management
Florida
$159M -$8.48M -5% 362