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
IIM
7001
Illumine Investment Management
Washington
$126M +$3.6M +3% 95
WH
7002
Wallace Hart
Kentucky
$126M +$85.9M +216% 61
AI
7003
Acuitas Investments
Washington
$126M +$8.29M +7% 78
EC
7004
EJF Capital
Virginia
$126M -$32M -20% 81
LPP
7005
Life Planning Partners
Florida
$126M +$15.2M +14% 67
MWA
7006
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 76
CCG
7007
Coastwise Capital Group
California
$126M +$6.76M +6% 129
JCM
7008
J2 Capital Management
Michigan
$125M +$16.7M +15% 131
ECA
7009
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 74
CAM
7010
Crown Advisors Management
California
$125M +$11.9M +10% 45
DO
7011
denkapparat Operations
Germany
$125M +$30.8M +33% 272
SAM
7012
Sequent Asset Management
Texas
$125M -$54.3M -30% 84
MCM
7013
Magnolia Capital Management
New York
$125M +$8.56M +7% 76
CWM
7014
Centricity Wealth Management
Ohio
$125M +$15M +14% 457
RSWA
7015
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 96
PW
7016
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 166
BFG
7017
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 124
WCFP
7018
White & Co Financial Planning
Washington
$125M +$8.99M +8% 19
KGC
7019
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 42
SF
7020
SageOak Financial
Oklahoma
$125M +$12.2M +11% 35
MQWP
7021
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 133
WLC
7022
Walnut Level Capital
Colorado
$125M -$211K -0.2% 39
AWM
7023
Alterna Wealth Management
Texas
$125M -$6.93M -5% 126
AAM
7024
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 24
CIM
7025
CCLA Investment Management
United Kingdom
$125M -$5.52B -98% 57