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
AF
6501
Atala Financial
California
$142M 475
KAM
6502
Kopion Asset Management
Texas
$142M +$3.55M +3% 20
SCM
6503
Sheridan Capital Management
California
$142M +$868K +0.6% 28
TMWM
6504
Taylor & Morgan Wealth Management
Michigan
$142M -$6.74M -5% 76
RFS
6505
Richardson Financial Services
Massachusetts
$142M -$15.1M -10% 675
MP
6506
MSD Partners
New York
$142M -$15.5M -10% 20
BAM
6507
Byrne Asset Management
New Jersey
$142M -$4.56M -3% 597
ZRP
6508
Zynergy Retirement Planning
New Jersey
$142M $0 0% 111
SL
6509
SFM LLC
New Hampshire
$142M +$8.46M +6% 60
LKBC
6510
L.K. Benson & Company
Maryland
$142M 95
CPL
6511
CAP Partners LLC
Tennessee
$142M +$8.01M +6% 137
FA
6512
Financial Alternatives
California
$142M -$333K -0.2% 86
RHAM
6513
Round Hill Asset Management
California
$142M -$9.29M -6% 61
MAM
6514
McCarthy Asset Management
California
$142M -$19.1M -12% 35
LFA
6515
Legend Financial Advisors
Pennsylvania
$142M -$3.13M -2% 274
WFL
6516
Wealth Forward LLC
North Dakota
$142M -$884K -0.6% 31
BCI
6517
Blue Capital Inc
Nebraska
$142M 112
MC
6518
Muzinich & Co
New York
$142M +$14.9M +12% 64
LWM
6519
Level Wealth Management
North Carolina
$142M 53
BG
6520
BRX Global
New York
$141M -$11.2M -7% 5
KCM
6521
KRS Capital Management
Michigan
$141M +$4.3M +3% 122
CV
6522
Counterweight Ventures
North Carolina
$141M +$156K +0.1% 70
RLWM
6523
RF&L Wealth Management
Massachusetts
$141M +$99.1K +0.1% 58
EAM
6524
Everstar Asset Management
North Carolina
$141M -$4.5M -3% 209
BM
6525
Bislett Management
California
$141M -$8.02M -5% 13