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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
LS
3401
Leelyn Smith
Illinois
$187M -$20.3M -10% 14.8% 77.3% 373 24.66%
CP
3402
Covenant Partners
Tennessee
$187M -$26.9M -13% 22.2% 70.3% 222 26.58%
TJHA
3403
Thomas J. Herzfeld Advisors
Florida
$187M -$92.4M -33% 28.1% 17.7% 270 21.48%
TCM
3404
Tuttle Capital Management
Connecticut
$187M -$76.8M -29% 9.77% 115% 132 80.3%
SWRP
3405
Summit Wealth & Retirement Planning
California
$187M -$37.5M -17% 13.5% 67.6% 134 23.88%
CG
3406
CFO4Life Group
Texas
$187M -$49.6M -21% 18% 56.7% 143 27.97%
PJB
3407
Paul John Balson
California
$187M 13.8% 64
KLI
3408
Kelman-Lazarov Inc
Tennessee
$187M -$35.7M -16% 21.7% 46.6% 98 26.53%
MIM
3409
Monashee Investment Management
Massachusetts
$187M +$79.3M +74% 17.7% 520% 114 75.44%
CBOR
3410
Community Bank of Raymore
Missouri
$187M -$109M -37% 31.9% 89.6% 56 16.07%
BLAM
3411
Bourne Lent Asset Management
New York
$186M -$25.9M -12% 11.3% 76.1% 61 14.75%
WAM
3412
Wakefield Asset Management
Colorado
$186M -$54M -22% 18.4% 139% 219 60.73%
MCCP
3413
Mission Creek Capital Partners
California
$186M -$32.3M -15% 13.9% 138% 197 22.84%
ICM
3414
Indaba Capital Management
California
$186M -$61.4M -25% 43.7% 66.7% 28 67.86%
SAM
3415
Summit Asset Management
Tennessee
$185M -$49M -21% 20.4% 48.9% 127 16.54%
WA
3416
Wealth Alliance
New York
$185M +$44.8M +32% 16.4% 75.7% 250 72.4%
BDWM
3417
Brewin Dolphin Wealth Management
Ireland
$185M -$31.1M -14% 14.3% 47.8% 215 14.42%
ETC
3418
Exchange Traded Concepts
Oklahoma
$185M -$294M -61% 19% 159% 595 25.88%
CWC
3419
Carolinas Wealth Consulting
North Carolina
$185M +$88.8M +93% 20.7% 24.6% 178 53.37%
WCA
3420
Westover Capital Advisors
Delaware
$185M -$38.8M -17% 10.9% 133% 153 33.33%
FMTC
3421
Farmers & Merchants Trust Company
California
$185M -$54.5M -23% 13.1% 68.8% 146 12.33%
LFG
3422
LifePlan Financial Group
Ohio
$185M -$40.1M -18% 15.3% 20.2% 591 6.09%
FCB
3423
First Command Bank
Texas
$184M -$27.1M -13% 14.4% 34.1% 401 22.19%
FCFS
3424
First Command Financial Services
Texas
$184M -$27M -13% 14.4% 34.4% 400 22%
SFS
3425
Summit Financial Strategies
Ohio
$184M -$20M -10% 22.7% 57.8% 70 32.86%