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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
LRIA
3351
Leonard Rickey Investment Advisors
Washington
$501M +$36.9M +8% 7.02% 55.9% 116 10.34%
WCA
3352
Westover Capital Advisors
Delaware
$500M +$50.1M +11% 16.7% 117% 244 13.11%
CRAM
3353
Compass Rose Asset Management
New York
$500M +$180M +56% 3.58% 47% 31 64.52%
TC
3354
Truvestments Capital
Florida
$500M +$39.5M +9% 13.4% 86.7% 1,111 16.83%
RWML
3355
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$500M +$60.5M +14% 6.23% 35.8% 1,146 9.42%
FNBTCON
3356
First National Bank & Trust Co of Newtown
Pennsylvania
$499M +$23.8M +5% 5.88% 47.6% 137 4.38%
BWP
3357
Balboa Wealth Partners
Arizona
$499M +$84.5M +20% 19.9% 158% 413 29.54%
MAM
3358
Marotta Asset Management
Virginia
$499M -$10.7M -2% 7.12% 45.7% 119 18.49%
V
3359
VeraBank
Texas
$499M +$140M +39% 7.7% 51% 190 25.79%
SIM
3360
Studio Investment Management
Illinois
$498M +$14.3M +3% 4.9% 41% 326 48.77%
KBG
3361
Kahn Brothers Group
New York
$498M +$3.5M +0.7% 1.94% 38.1% 61 27.87%
TWP
3362
Tyche Wealth Partners
Texas
$498M +$35.9M +8% 6.81% 324 14.81%
SW
3363
SkyOak Wealth
Michigan
$498M +$41.1M +9% 8.9% 65.2% 268 16.79%
GF
3364
Goodman Financial
Texas
$498M +$33.6M +7% 5.06% 52.5% 71 21.13%
KP
3365
Kiltearn Partners
United Kingdom
$497M -$27.4M -5% 1.7% 34.5% 29 6.9%
BCM
3366
Blume Capital Management
California
$497M +$50.1M +11% 9.37% 96.9% 562 40.75%
ECM
3367
Elgethun Capital Management
South Dakota
$497M +$49.4M +11% 4.4% 61.5% 153 2.61%
KFI
3368
Key Financial Inc
Pennsylvania
$497M +$37.4M +8% 7.61% 55.5% 1,485 10.1%
CCA
3369
Carrera Capital Advisors
Michigan
$497M +$45.1M +10% 4.34% 175 33.71%
LA
3370
Lynch & Associates
Indiana
$496M +$34M +7% 7.49% 62.9% 128 10.16%
FNC
3371
First National Corp
Massachusetts
$496M +$43.1M +10% 6.03% 56.3% 166 5.42%
GG
3372
GenWealth Group
New Jersey
$496M +$42.3M +9% 8.48% 67.8% 77 16.88%
WAM
3373
Winslow Asset Management
Ohio
$496M +$42.4M +9% 11.2% 83.3% 77 3.9%
LCM
3374
Liberty Capital Management
Michigan
$496M +$46.4M +10% 7.1% 174 7.47%
MSA
3375
Marino Stram & Associates
Massachusetts
$496M +$45.2M +10% 6.54% 63.6% 178 8.99%