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
XI
6576
XXEC Inc
Oklahoma
$121M -$11.8M -9% 22
BAWM
6577
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 51
FCMV
6578
Foresite Capital Management V
California
$120M -$23.7M -16% 6
PWM
6579
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 189
CCM
6580
Collar Capital Management
Wisconsin
$120M 75
SR
6581
Summer Road
Florida
$120M -$6.86M -5% 29
TIAM2
6582
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 87
OIM
6583
Oder Investment Management
California
$120M +$3.66M +3% 96
AIA
6584
Affinity Investment Advisors
California
$120M -$25.7M -18% 151
RIA
6585
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 104
SFG
6586
Synergy Financial Group
California
$120M +$14.6M +14% 104
SFSG
6587
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 102
NL
6588
NDWM LLC
California
$120M -$1.68M -1% 34
SKK
6589
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 59
SRSA
6590
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 40
BRF
6591
B. Riley Financial
California
$120M -$30.2M -20% 20
IC
6592
Immersion Capital
United Kingdom
$120M -$63.8M -35% 9
LA
6593
LPF Advisors
Florida
$120M +$2.65M +2% 38
LCM
6594
Lonestar Capital Management
California
$119M +$5.37M +5% 30
RCA
6595
Roberts Capital Advisors
Colorado
$119M +$2.55M +2% 89
MMRF
6596
Michelson Medical Research Foundation
California
$119M -$22.5M -16% 29
KA
6597
Kailix Advisors
Florida
$119M +$690K +0.6% 8
LC
6598
LTG Capital
Massachusetts
$119M -$1.07M -0.9% 26
LCM
6599
Lattice Capital Management
Washington
$119M +$9.32M +8% 32
LWM
6600
Lionsbridge Wealth Management
Florida
$119M -$7.44M -6% 77