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
SI
6426
Sapience Investments
California
$140M -$31.3M -18% 91
WPA
6427
Wealth Preservation Advisors
Tennessee
$140M 562
KRW
6428
Kaufman Rossin Wealth
Florida
$140M +$42.7M +44% 153
RLWM
6429
RF&L Wealth Management
Massachusetts
$140M -$1.57M -1% 60
CV
6430
Counterweight Ventures
North Carolina
$140M -$1.93M -1% 71
TP
6431
Teca Partners
Texas
$139M -$17.5M -11% 14
AI
6432
Arrien Investments
Idaho
$139M -$840K -0.6% 36
MWM
6433
Magnolia Wealth Management
Alabama
$139M -$4.43M -3% 13
ULWM
6434
Upper Left Wealth Management
Florida
$139M +$22.5M +19% 64
VF
6435
Vestment Financial
Minnesota
$139M +$8.51M +7% 40
PCM
6436
Piedmont Capital Management
Montana
$139M -$26.6M -16% 57
MIM
6437
Merrion Investment Management
New Jersey
$139M -$4.46M -3% 103
FHC
6438
Fort Henry Capital
West Virginia
$139M -$515K -0.4% 14
FAG
6439
Fortitude Advisory Group
Washington
$139M -$26.8M -16% 223
BCG
6440
BayBridge Capital Group
California
$139M +$1.27M +0.9% 117
RHAM
6441
Round Hill Asset Management
California
$139M -$2.74M -2% 66
RFO
6442
RiverGlades Family Offices
Florida
$139M -$1.1M -0.8% 85
TPCM
6443
Templeton & Phillips Capital Management
Tennessee
$139M +$12.9M +10% 54
LP
6444
LB Partners
Virginia
$139M +$5.56M +4% 24
NCG
6445
Newport Capital Group
New Jersey
$139M +$3.24M +2% 62
KC
6446
Kintayl Capital
New York
$139M +$31.1M +29% 38
TL
6447
TowerView LLC
New York
$139M -$199K -0.1% 25
KPPF
6448
Klein Pavlis & Peasley Financial
California
$139M +$15.2M +12% 84
RM
6449
RP Management
New York
$139M -$88.9M -39% 4
TC
6450
Tacita Capital
Ontario, Canada
$139M -$1.27M -0.9% 211