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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
APM
4126
Avidity Partners Management
Texas
$159M 45.8% 461% 33
PP
4127
PDS Planning
Ohio
$158M +$14.4M +10% 6.38% 48.6% 108 11.11%
SWMG
4128
Signature Wealth Management Group
Georgia
$158M +$7.36M +5% 3.43% 84 14.29%
LWM
4129
Laidlaw Wealth Management
New York
$158M 10.4% 116% 169
TVAMP
4130
Tennessee Valley Asset Management Partners
Tennessee
$158M +$20.6M +15% 7.03% 50.5% 65 15.38%
CWM
4131
CCG Wealth Management
California
$158M +$11.3M +8% 5.44% 63% 105 23.81%
KC
4132
Kellner Capital
New York
$158M +$16M +11% 24.6% 390% 48 79.17%
UCMOK
4133
United Capital Management of KS
Kansas
$158M +$21.2M +15% 8.01% 231% 113 8.85%
DA
4134
DCF Advisers
Connecticut
$158M 61% 156% 69
AFM
4135
Abbot Financial Management
Massachusetts
$158M +$17.8M +13% 9.26% 80.5% 132 8.33%
SFSG
4136
Sound Financial Strategies Group
Mississippi
$158M 4.3% 18.2% 64
CC
4137
Cowbird Capital
New York
$158M +$9.82M +7% 1.39% 21.3% 14 21.43%
AAG
4138
Avalon Advisory Group
Pennsylvania
$158M 4.42% 33.8% 8
LA
4139
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 8.57% 87.4% 139 25.9%
SCA
4140
Sage Capital Advisors
South Dakota
$158M +$25M +19% 10.7% 89.4% 107 14.02%
SM
4141
Soapstone Management
Maryland
$157M -$26.2M -14% 8.17% 51.5% 19 26.32%
KFO
4142
Kopp Family Office
Minnesota
$157M 48.4% 34% 5
BAMG
4143
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 7.48% 56.7% 322 5.28%
APSI
4144
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 3.97% 113% 40 2.5%
AW
4145
Alpha Windward
Massachusetts
$157M +$9.07M +6% 7.21% 33.6% 470 31.49%
PC
4146
Pecaut & Co
Iowa
$157M +$13.3M +9% 11.8% 65.2% 73 13.7%
WPA
4147
Winning Points Advisors
Florida
$157M +$18.2M +13% 10.2% 77 9.09%
ECT
4148
Ebor Charitable Trust
Wyoming
$157M 8.09% 66.1% 3
AWM
4149
Atticus Wealth Management
Florida
$157M 6.93% 63.8% 412
IVAV
4150
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 11.4% 269% 2 100%