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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
AMAL
4051
Asset Management Advisors LLC
Oklahoma
$119M +$9.68M +9% 5.63% 124% 24 0%
RCC
4052
Red Cedar Capital
Nebraska
$119M 20.7% 43% 149
LFG
4053
Larson Financial Group
Missouri
$119M 4.34% 59.9% 71
CF
4054
Corrigan Financial
Rhode Island
$119M +$6.12M +5% 4.75% 9.54% 51 13.73%
LFPWM
4055
Leicht Financial Planning & Wealth Management
New Jersey
$119M -$1.04M -0.9% 0.89% 46.3% 28 21.43%
VCM
4056
Vivaldi Capital Management
Illinois
$119M +$95.9M +412% 7.78% 69.2% 147 46.26%
TWS
4057
Thomas W. Smith
$119M +$14.5M +14% 14.5% 10 0%
EM
4058
Excalibur Management
Massachusetts
$119M +$1.38M +1% 5.22% 68.9% 82 10.98%
MCM
4059
Millie Capital Management
California
$119M -$3.43M -3% 3.81% 24.5% 75 13.33%
GGPE
4060
Golden Gate Private Equity
California
$119M -$9.65M -8% 5.04% 8.72% 25 24%
AIA
4061
Allied Investment Advisors
Montana
$119M 9.47% 60.6% 48
BA
4062
Baugh & Associates
Georgia
$119M 7.86% 83.8% 41
BIA
4063
BHK Investment Advisors
Alabama
$119M 4.12% 42.2% 52
RAM
4064
RK Asset Management
Michigan
$118M +$3.69M +3% 5.8% 47.6% 21 19.05%
ASA
4065
Armstrong Shaw Associates
Connecticut
$118M +$7.75M +7% 7.6% 51.2% 41 0%
BI
4066
Ballast Inc
Kentucky
$118M 4.92% 66% 82
MFS
4067
Madrona Financial Services
Washington
$118M +$9.6M +9% 4.05% 75.4% 41 12.2%
OHA
4068
Oak Hill Advisors
New York
$118M +$903K +0.8% 1.44% 55.9% 6 33.33%
HH
4069
HWG Holdings
Texas
$118M -$8.97M -7% 8.21% 127 41.73%
RFWA
4070
RPg Family Wealth Advisory
Massachusetts
$118M -$3.97M -3% 9.68% 90.4% 301 19.27%
SSW
4071
Smith Shellnut Wilson
Mississippi
$118M +$4.66M +4% 6.65% 92.2% 129 4.65%
FDS
4072
Freedom Day Solutions
Texas
$118M 6.51% 84.6% 69
IGGA
4073
Iron Gate Global Advisors
Utah
$118M +$11.1M +10% 8.3% 110% 57 19.3%
DLHL
4074
Donald L. Hagan LLC
Florida
$118M +$8.08M +7% 4.41% 47.9% 80 21.25%
BBA
4075
Braun-Bostich & Associates
Pennsylvania
$118M 3.16% 59.5% 314