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
RCM
6801
RMR Capital Management
California
$100M +$13.4M +15% 68
WH
6802
Willner & Heller
California
$100M +$10.9M +12% 143
FNWA
6803
Financial Network Wealth Advisors
Utah
$100M +$6.51M +7% 131
SF
6804
Schaeffer Financial
Maryland
$100M +$6.01M +6% 18
LPP
6805
Life Planning Partners
Florida
$100M -$1.22M -1% 265
SAM
6806
Seelaus Asset Management
New Jersey
$100M -$2.49M -2% 204
NMM
6807
Naples Money Management
Florida
$100M -$6.52M -6% 469
KCM
6808
Key Colony Management
Arkansas
$100M -$7.5M -7% 8
MSF
6809
Mustard Seed Financial
Arkansas
$100M +$11.7M +13% 78
WHC
6810
Wulff, Hansen & Co
California
$100M +$10.1M +11% 90
NCTC
6811
New Covenant Trust Company
Indiana
$100M 419
LA
6812
LPF Advisors
Florida
$99.8M +$5.76M +6% 31
MCI
6813
MRP Capital Investments
Georgia
$99.8M +$6.78M +7% 116
CCG
6814
Capital CS Group
California
$99.7M +$9.34M +10% 124
ACM
6815
Ativo Capital Management
Illinois
$99.7M +$6.1M +7% 62
MCM
6816
Moon Capital Management
New York
$99.6M +$1.02M +1% 16
AWA
6817
Authentikos Wealth Advisory
California
$99.5M +$5.2M +6% 72
WDOM
6818
Wasserstein Debt Opportunities Management
New York
$99.5M -$20.2M -17% 1
MAG
6819
Millrace Asset Group
Pennsylvania
$99.5M -$1.51M -1% 91
1IA
6820
1620 Investment Advisors
Massachusetts
$99.5M +$7.97M +9% 156
RCP
6821
Reverence Capital Partners
New York
$99.4M -$11.3M -10% 3
ETCM
6822
Evolutionary Tree Capital Management
Virginia
$99.4M +$8.79M +10% 38
KIA
6823
Kraematon Investment Advisors
Massachusetts
$99.3M +$8.37M +9% 93
CAP
6824
Columbia Advisory Partners
Washington
$98.7M +$1.38M +1% 67
LCM
6825
Lattice Capital Management
Washington
$98.5M +$8.29M +9% 25