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
TFA
7626
TandemGrowth Financial Advisors
Georgia
$115M 24
CWM
7627
Cooke Wealth Management
California
$115M 37
KPWM
7628
KDK Private Wealth Management
Texas
$115M +$15.9M +16% 72
MCM
7629
Multicoin Capital Management
Texas
$114M -$160M -58% 4
PR
7630
PSP Research
Pennsylvania
$114M 85
MPGIG
7631
Mercato Partners Growth III GP
Utah
$114M 1
CWM
7632
Capstone Wealth Management
Montana
$114M 40
RCP
7633
RPM Capital Partners
New York
$114M +$50.5M +79% 2
ACM
7634
Ativo Capital Management
Illinois
$114M -$4.43M -4% 64
DAM
7635
Directional Asset Management
Illinois
$114M 93
KAM
7636
Karani Asset Management
New York
$114M -$3.09M -3% 38
CF
7637
CDC Financial
Illinois
$114M 36
FPFC
7638
Financial Planning Fort Collins
Colorado
$114M 29
ABLA
7639
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 139
LSL
7640
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 83
SHFC
7641
Safe Harbor Family Capital
North Carolina
$114M 51
WIM
7642
Waycross Investment Management
Washington
$114M +$15.7M +16% 50
CC
7643
Converium Capital
$114M 32
KL
7644
Keenan LLC
Massachusetts
$114M 41
PA
7645
Powerhouse Assets
Massachusetts
$114M 54
LA
7646
LWM Advisors
California
$114M +$2.37M +2% 30
CCM
7647
Cannon Capital Management
Utah
$114M 27
CRW
7648
Clarity Retirement & Wealth
Massachusetts
$114M 33
CW
7649
CrossGen Wealth
North Carolina
$114M 198
BAM
7650
Broyhill Asset Management
North Carolina
$114M -$531K -0.5% 86