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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
LA
2526
LVW Advisors
New York
$296M -$60M -17% 11.2% 71.5% 171 18.13%
KAM
2527
Krensavage Asset Management
New York
$296M -$93M -24% 12.8% 113% 14 7.14%
RRC
2528
Relaxing Retirement Coach
Massachusetts
$295M -$38.4M -12% 11.7% 28.6% 54 7.41%
AAM
2529
ACK Asset Management
Connecticut
$295M -$69.1M -19% 12.5% 99.7% 38 42.11%
GKFF
2530
George Kaiser Family Foundation
Oklahoma
$294M -$24.5M -8% 24.1% 75.9% 20 15%
KCP
2531
KDI Capital Partners
North Carolina
$294M -$20.9M -7% 10.9% 77.1% 61 21.31%
FWM
2532
Focused Wealth Management
New York
$293M -$807K -0.3% 11.5% 57.9% 792 20.58%
CCM
2533
Castine Capital Management
Massachusetts
$293M -$43.6M -13% 17.8% 13.9% 50 36%
BCLSI
2534
Bain Capital Life Sciences Investors
Massachusetts
$293M -$148M -34% 28.9% 643% 6 0%
SFG
2535
StrategIQ Financial Group
Indiana
$292M -$23.7M -8% 9.93% 12.6% 192 11.46%
TTSTC
2536
Texas Treasury Safekeeping Trust Company
Texas
$292M -$49.9M -15% 3.18% 27.3% 5 0%
NHC
2537
Nicholas Hoffman & Company
Georgia
$291M -$6.23M -2% 11.1% 55.2% 197 14.72%
OIA
2538
Optimum Investment Advisors
Illinois
$291M -$71M -20% 11.7% 125% 1,089 15.61%
FBC
2539
Fairfield, Bush & Co
Connecticut
$291M -$65.6M -18% 13.1% 101% 164 13.41%
BWA
2540
BDO Wealth Advisors
Florida
$291M -$18.8M -6% 9.85% 38.3% 666 19.07%
FPFS
2541
First Personal Financial Services
North Carolina
$290M -$26.7M -8% 8.46% 31.5% 713 12.9%
CAM
2542
Cozad Asset Management
Illinois
$290M -$52.2M -15% 12.6% 94% 257 17.12%
MBT
2543
Montecito Bank & Trust
California
$289M -$45.6M -14% 12% 209 11.96%
CDIA
2544
Capital Directions Investment Advisors
Georgia
$289M -$40.5M -12% 14.8% 7.53% 182 55.49%
BC
2545
Beaconlight Capital
New York
$289M -$17.9M -6% 24.9% 221% 43 79.07%
QFA
2546
Quattro Financial Advisors
Texas
$289M +$13.9M +5% 8.45% 61.8% 98 25.51%
RCIM
2547
Red Cedar Investment Management
Michigan
$289M -$49.5M -15% 8.53% 74.9% 27 0%
AI
2548
ArchPoint Investors
Florida
$288M -$79.6M -22% 15.1% 98.2% 149 35.57%
TAS
2549
TIFF Advisory Services
Pennsylvania
$288M +$102M +55% 15.6% 80.1% 11 45.45%
PMFA
2550
Plante Moran Financial Advisors
Michigan
$288M -$19.8M -6% 9.07% 50.3% 1,013 34.16%