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
KFS
5951
Kaizen Financial Strategies
California
$147M +$15.6M +12% 136
LAM
5952
Lakewood Asset Management
Illinois
$147M +$18.4M +14% 118
PE
5953
Platinum Equity
California
$147M -$570K -0.4% 7
HWP
5954
Hibernia Wealth Partners
Louisiana
$147M +$14.6M +11% 83
AC
5955
Avory & Company
Florida
$147M +$3.98M +3% 30
KFA
5956
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 102
CMBA
5957
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 562
YWS
5958
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 80
SWG
5959
Summit Wealth Group
Vermont
$147M +$19M +15% 44
WFA
5960
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 69
TWM
5961
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 32
GHA
5962
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 83
SP
5963
Successful Portfolios
Florida
$147M +$12.8M +10% 177
VFG
5964
V2 Financial group
Illinois
$147M +$2.78M +2% 75
HLA
5965
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 27
SWM
5966
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 108
SAM
5967
Soviero Asset Management
New York
$146M -$13.7M -9% 49
CAM
5968
Concorde Asset Management
Michigan
$146M -$683K -0.5% 178
WFG
5969
Wormser Freres Gestion
France
$146M +$22.8M +19% 44
BC
5970
Barnett & Company
Tennessee
$146M +$12.8M +10% 84
BMMM
5971
Boston Mountain Money Management
Arkansas
$146M 62
RAM
5972
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 26
DA
5973
Dover Advisors
Virginia
$146M +$69.9M +92% 115
EFI
5974
EHP Funds Inc
Canada
$146M -$53.5M -27% 224
IFPL
5975
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 34