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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
LFS
3326
Legacy Financial Strategies
Kansas
$565M +$11.1M +2% 2.06% 67.1% 143 9.09%
KBG
3327
Kahn Brothers Group
New York
$565M +$32.9M +6% 8.03% 38.1% 54 1.85%
EL
3328
Essex LLC
Illinois
$565M +$12.6M +2% 1.4% 89.1% 187 9.63%
GAM
3329
Gould Asset Management
California
$564M +$25.7M +5% 1.59% 37.6% 177 9.04%
MGIA
3330
Matthew Goff Investment Advisor
Texas
$564M -$20.9M -4% 3.58% 79.9% 104 24.04%
MCM
3331
Maltese Capital Management
New York
$563M -$96.8M -15% 7.19% 85.5% 131 23.66%
B
3332
Bellecapital
Switzerland
$563M -$56.1M -9% 4.28% 128% 143 17.48%
KF
3333
KKM Financial
Illinois
$563M +$245M +77% 6.07% 174 22.41%
DSC
3334
Duncker Streett & Co
Missouri
$563M -$11.3M -2% 2.65% 90.9% 551 6.17%
CAM
3335
Columbia Asset Management
Michigan
$563M +$28.2M +5% 4.45% 84.4% 177 6.78%
ECM
3336
Estuary Capital Management
Minnesota
$562M -$776K -0.1% 0.87% 31 74.19%
MCM
3337
Mason Capital Management
New York
$562M +$70.3M +14% 7.55% 18% 10 50%
TW
3338
Tempo Wealth
Ohio
$561M 4.65% 214
IG
3339
Ithaka Group
Virginia
$561M -$24.7M -4% 2.04% 99.2% 44 25%
IECM
3340
Intrinsic Edge Capital Management
Illinois
$561M -$157M -22% 0% 191% 130 56.15%
GWI
3341
Grace & White Inc
New York
$561M -$5.81M -1% 2.15% 61.5% 139 1.44%
OWIM
3342
Old West Investment Management
California
$560M +$124M +28% 15.8% 235% 107 24.3%
TCM
3343
Twele Capital Management
Minnesota
$560M +$17.7M +3% 1.01% 34.9% 39 0%
MCM
3344
Mitchell Capital Management
Kansas
$559M -$24.8M -4% 2.11% 155% 139 25.18%
WHGAM
3345
Wealth High Governance Asset Management
$559M 19.8% 53
SCM
3346
Simcoe Capital Management
New York
$559M -$131M -19% 0.28% 45.9% 20 40%
WCCM
3347
Webs Creek Capital Management
Texas
$559M +$79M +16% 12.6% 152% 22 22.73%
STAS
3348
Strong Tower Advisory Services
Minnesota
$558M +$30.5M +6% 1.55% 131% 101 7.92%
MAM
3349
McLean Asset Management
Virginia
$558M +$72.9M +15% 3.33% 55.7% 175 6.29%
TAIM
3350
Te Ahumairangi Investment Management
New Zealand
$558M -$30.3M -5% 2.44% 55.2% 86 4.65%