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
LCM
8076
Lattice Capital Management
Washington
$71.3M -$33M -32% 23
IA
8077
Incentive AS
Norway
$71.3M -$14.8M -17% 1
CG
8078
Covalis (Gibraltar)
Gibraltar
$71M +$40.1M +130% 7
2P
8079
26North Partners
New York
$70.9M +$1.77M +3% 1
MA
8080
McGrath & Associates
North Carolina
$70.4M +$3.16M +5% 43
TCDRS
8081
Texas County & District Retirement System
Texas
$70.3M -$1.05M -1% 1
WWP
8082
Wise Wealth Partners
Arizona
$69.7M +$4.15M +6% 56
IC
8083
Immersion Capital
United Kingdom
$69.1M -$28.1M -29% 11
MSWM
8084
Mowery & Schoenfeld Wealth Management
Illinois
$69M +$10.7M +18% 506
FWA
8085
Fidelis Wealth Advisors
Colorado
$69M 11
DCM
8086
Deuterium Capital Management
Florida
$68.9M -$146K -0.2% 20
YCM
8087
Yost Capital Management
Texas
$68.9M -$13.4M -16% 16
AOCA
8088
Angel Oak Capital Advisors
Georgia
$68.8M -$58.5M -46% 36
CSTB
8089
Charles Schwab Trust Bank
Nevada
$68.5M +$13.4M +24% 1
CMANY
8090
Capital Management Associates (New York)
New York
$68.2M +$1.16M +2% 47
CLP
8091
Charis Legacy Partners
Texas
$67.8M +$728K +1% 31
SWM
8092
Stronghold Wealth Management
Florida
$67.7M 119
QEI
8093
QSV Equity Investors
Illinois
$67.6M -$30.3M -31% 97
NWM
8094
Navigation Wealth Management
Colorado
$67.3M -$742K -1% 34
VDC
8095
Van Diest Capital
Iowa
$67M 138
AM
8096
Ampfield Management
New York
$66.7M -$23M -26% 5
SWCM
8097
Sullivan Wood Capital Management
District of Columbia
$66.3M -$1.58M -2% 24
S4W
8098
Solutions 4 Wealth
Texas
$66.2M +$1.74M +3% 59
RWA
8099
Redmont Wealth Advisors
Illinois
$66M -$5.75M -8% 315
KWM
8100
KW Wealth Management
California
$65.9M +$7.22M +12% 86