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
JWM
5901
JPL Wealth Management
Colorado
$139M 100
GAA
5902
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 163
EPIM
5903
Equinox Partners Investment Management
Connecticut
$139M +$2.99M +2% 13
BCM
5904
Brightlight Capital Management
Connecticut
$139M -$3.77M -3% 11
AFR
5905
Applied Fundamental Research
Massachusetts
$139M +$1.01M +0.7% 12
BWG
5906
Boomfish Wealth Group
Georgia
$139M 83
CA
5907
CV Advisors
Florida
$139M +$13M +10% 22
WAM
5908
Walker Asset Management
Missouri
$138M +$26.1M +23% 134
FOFP
5909
Fee-Only Financial Planning
South Carolina
$138M +$14.3M +12% 42
KIA
5910
KLR Investment Advisors
Rhode Island
$138M +$28.3M +26% 211
4FG
5911
4Thought Financial Group
New York
$138M +$14M +11% 117
LWM
5912
Lakeridge Wealth Management
Ohio
$138M 130
IWP
5913
Invenio Wealth Partners
Florida
$138M +$28.4M +26% 101
KNFPWM
5914
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$138M 56
LCM
5915
LCM Capital Management
Illinois
$138M +$15.7M +13% 90
SPI
5916
Sutton Place Investors
New York
$138M +$61.3M +80% 119
ACM
5917
Alcosta Capital Management
California
$138M +$18.1M +15% 33
PA
5918
Pantechnicon Advisors
United Kingdom
$138M -$93.4M -40% 19
AWM
5919
Aviso Wealth Management
Washington
$138M 147
IF
5920
Integrity Financial
Wyoming
$138M +$5.72M +4% 235
PC
5921
Promethos Capital
Massachusetts
$138M 67
AWM
5922
Aberdeen Wealth Management
Illinois
$138M +$5.12M +4% 165
CNFG
5923
Creegan & Nassoura Financial Group
New Hampshire
$138M +$9.43M +7% 76
CGH
5924
CMG Global Holdings
Texas
$138M +$20.6M +18% 93
SIS
5925
Susquehanna International Securities
Ireland
$138M +$19.6M +17% 55