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
LPP
6801
Life Planning Partners
Florida
$100M -$1.22M -1% 265
SAM
6802
Seelaus Asset Management
New Jersey
$100M -$2.49M -2% 204
NMM
6803
Naples Money Management
Florida
$100M -$6.52M -6% 469
KCM
6804
Key Colony Management
Arkansas
$100M -$7.5M -7% 8
MSF
6805
Mustard Seed Financial
Arkansas
$100M +$11.7M +13% 78
WHC
6806
Wulff, Hansen & Co
California
$100M +$10.1M +11% 90
NCTC
6807
New Covenant Trust Company
Indiana
$100M 419
LA
6808
LPF Advisors
Florida
$99.8M +$5.76M +6% 31
MCI
6809
MRP Capital Investments
Georgia
$99.8M +$6.78M +7% 116
CCG
6810
Capital CS Group
California
$99.7M +$9.34M +10% 124
ACM
6811
Ativo Capital Management
Illinois
$99.7M +$6.1M +7% 62
MCM
6812
Moon Capital Management
New York
$99.6M +$1.02M +1% 16
AWA
6813
Authentikos Wealth Advisory
California
$99.5M +$5.2M +6% 72
WDOM
6814
Wasserstein Debt Opportunities Management
New York
$99.5M -$20.2M -17% 1
MAG
6815
Millrace Asset Group
Pennsylvania
$99.5M -$1.51M -1% 91
1IA
6816
1620 Investment Advisors
Massachusetts
$99.5M +$7.97M +9% 156
RCP
6817
Reverence Capital Partners
New York
$99.4M -$11.3M -10% 3
ETCM
6818
Evolutionary Tree Capital Management
Virginia
$99.4M +$8.79M +10% 38
KIA
6819
Kraematon Investment Advisors
Massachusetts
$99.3M +$8.37M +9% 93
CAP
6820
Columbia Advisory Partners
Washington
$98.7M +$1.38M +1% 67
LCM
6821
Lattice Capital Management
Washington
$98.5M +$8.29M +9% 25
SEA
6822
Stegent Equity Advisors
Texas
$98.4M +$13.8M +16% 86
CWA
6823
Clearview Wealth Advisors
Oregon
$98M +$12.2M +14% 132
DFA
6824
Davies Financial Advisors
California
$98M 63
AGAM
6825
Audent Global Asset Management
California
$97.8M +$14M +17% 51