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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 Avg Holding
Period (Yrs)
Laidlaw Wealth Management
4226
Laidlaw Wealth Management
New York
$158M – – 10.4% 150% 169 – 0
Tennessee Valley Asset Management Partners
4227
Tennessee Valley Asset Management Partners
Tennessee
$158M +$20.6M +15% 7.03% 65.7% 65 15.38% 0.8
CWM
4228
CCG Wealth Management
California
$158M +$11.3M +8% 5.44% 82.6% 105 23.81% 0.6
Kellner Capital
4229
Kellner Capital
New York
$158M +$16M +11% 24.6% 390% 48 79.17% 0.1
United Capital Management of KS
4230
United Capital Management of KS
Kansas
$158M +$21.2M +15% 8.01% 272% 113 8.85% 1.1
DA
4231
DCF Advisers
Connecticut
$158M – – 61% 372% 69 – 0
Abbot Financial Management
4232
Abbot Financial Management
Massachusetts
$158M +$17.8M +13% 9.26% 102% 132 8.33% 1.9
Sound Financial Strategies Group
4233
Sound Financial Strategies Group
Mississippi
$158M – – 4.3% 26.4% 64 – 0
Cowbird Capital
4234
Cowbird Capital
New York
$158M +$9.8M +7% 1.39% 21.3% 14 21.43% 0.5
AAG
4235
Avalon Advisory Group
Pennsylvania
$158M – – 4.42% 46% 8 – 0
Legacy Advisors
4236
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 8.57% – 139 25.9% 1.8
Sage Capital Advisors
4237
Sage Capital Advisors
South Dakota
$158M +$25M +19% 10.7% 105% 107 14.02% 1.6
Soapstone Management
4238
Soapstone Management
Maryland
$157M -$26.2M -14% 8.17% 30.3% 19 26.32% 1.1
KFO
4239
Kopp Family Office
Minnesota
$157M – – 48.4% 47.9% 5 – 0
Brand Asset Management Group
4240
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 7.48% 70.2% 322 5.28% 1.2
APSI
4241
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 3.97% 138% 40 2.5% 2.3
AW
4242
Alpha Windward
Massachusetts
$157M +$9.07M +6% 7.21% 33.6% 470 31.49% 3.1
Pecaut & Co
4243
Pecaut & Co
Iowa
$157M +$13.3M +9% 11.8% 67.6% 73 13.7% 2.9
ECT
4244
Ebor Charitable Trust
Wyoming
$157M – – 8.09% 66.1% 3 – 0
WPA
4245
Winning Points Advisors
Florida
$157M +$18.2M +13% 10.2% – 77 9.09% 2.5
Atticus Wealth Management
4246
Atticus Wealth Management
Florida
$157M – – 6.93% 73.9% 412 – 0
Index Venture Associates VI
4247
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 11.4% 312% 2 100% 0
SCM
4248
Smith Capital Management
Arkansas
$157M +$20.2M +15% 6.61% – 85 7.06% 0.9
John W. Brooker & Co
4249
John W. Brooker & Co
California
$157M – – 2.9% 43.4% 163 – 0
Perseverance Asset Management International
4250
Perseverance Asset Management International
Cayman Islands
$156M – – 23.2% 120% 16 – 0