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
TC
6076
Tenret Company
Florida
$142M +$15.1M +12% 30
CS
6077
Capital Square
Tennessee
$142M +$53.2M +60% 161
LIWM
6078
Long Island Wealth Management
New York
$142M +$1.4M +1% 434
LI
6079
LHM Inc
Utah
$142M +$21M +17% 15
MCA
6080
Millennium Capital Advisors
Arkansas
$142M +$10.7M +8% 124
AWA
6081
Archvest Wealth Advisors
California
$141M +$8.77M +7% 61
MA
6082
Marquette Associates
Illinois
$141M +$41.9M +42% 37
DFA
6083
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 75
PJWM
6084
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 86
VWA
6085
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 631
LHCM
6086
Lloyd Harbor Capital Management
New York
$141M -$17.2M -11% 21
CTFG
6087
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 105
KAM
6088
Kopion Asset Management
Texas
$141M +$10.3M +8% 18
LI
6089
Latash Investments
Alaska
$141M +$1.84M +1% 21
RB
6090
Renasant Bank
Mississippi
$141M +$15.1M +12% 191
AWA
6091
Adapt Wealth Advisors
Georgia
$140M 49
LP
6092
Lexington Partners
New York
$140M -$12M -8% 9
JPC
6093
Jabodon PT Co
Nevada
$140M +$10.3M +8% 4
ALWM
6094
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 28
MFA
6095
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 83
BWM
6096
BlackDiamond Wealth Management
New York
$140M +$4.16M +3% 146
DC
6097
Deere & Company
Illinois
$140M -$7.77M -5% 3
FFG
6098
Foundry Financial Group
New Hampshire
$140M +$22.1M +19% 60
AIMA
6099
Ables Iannone Moore & Associates
Georgia
$140M +$8.88M +7% 309
MIM
6100
Merrion Investment Management
New Jersey
$140M +$12.6M +10% 100