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
LWA
6151
Lantern Wealth Advisors
New York
$168M 148
KL
6152
KilterHowling LLC
Colorado
$168M +$13.2M +9% 46
SRA
6153
Secured Retirement Advisors
Minnesota
$168M +$12.7M +8% 128
GCCM
6154
Gate City Capital Management
Illinois
$168M -$5.64M -3% 18
HIMS
6155
Hager Investment Management Services
New Hampshire
$168M +$24.6M +17% 317
CAM
6156
Clarity Asset Management
Iowa
$168M +$12.2M +8% 268
CTC
6157
Cetera Trust Company
Minnesota
$167M +$10.6M +7% 377
ACM
6158
Anabranch Capital Management
Connecticut
$167M +$12.9M +8% 7
ACM
6159
AUA Capital Management
Pennsylvania
$167M +$13.8M +9% 80
CASB
6160
Cape Ann Savings Bank
Massachusetts
$167M +$7.94M +5% 95
HCP
6161
Hiddenite Capital Partners
New York
$167M +$47.5M +40% 41
SFS
6162
Symphony Financial Services
Ohio
$167M +$14.3M +9% 95
PI
6163
Pettee Investors
Connecticut
$167M -$638K -0.4% 117
BDL
6164
Bey-Douglas LLC
Georgia
$167M +$57.6M +53% 47
WI
6165
Wafra Inc
New York
$167M +$21.4M +15% 2
AC
6166
AlpenGlobal Capital
California
$167M +$28.5M +21% 33
KIM
6167
Kestrel Investment Management
California
$167M +$3.26M +2% 42
SPI
6168
Strategic Planning Inc
Ohio
$167M -$10.3M -6% 58
HG
6169
Herbst Group
Connecticut
$167M +$25.6M +18% 60
FCMT
6170
Founders Capital Management (Texas)
Texas
$167M +$12.3M +8% 394
AWM
6171
Aegis Wealth Management
Maryland
$167M -$3.27M -2% 119
CP
6172
Camelot Portfolios
Ohio
$167M +$5.62M +3% 220
MTIM
6173
Marathon Trading Investment Management
Pennsylvania
$167M -$21.7M -12% 199
VOMP
6174
Vision One Management Partners
Florida
$166M -$6.38M -4% 9
LPAM
6175
Legion Partners Asset Management
California
$166M +$15.7M +10% 7