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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
LWM
4226
Laidlaw Wealth Management
New York
$158M 10.4% 150% 169
TVAMP
4227
Tennessee Valley Asset Management Partners
Tennessee
$158M +$20.6M +15% 7.03% 65.7% 65 15.38%
CWM
4228
CCG Wealth Management
California
$158M +$11.3M +8% 5.44% 82.6% 105 23.81%
KC
4229
Kellner Capital
New York
$158M +$16M +11% 24.6% 390% 48 79.17%
UCMOK
4230
United Capital Management of KS
Kansas
$158M +$21.2M +15% 8.01% 272% 113 8.85%
DA
4231
DCF Advisers
Connecticut
$158M 61% 372% 69
AFM
4232
Abbot Financial Management
Massachusetts
$158M +$17.8M +13% 9.26% 102% 132 8.33%
SFSG
4233
Sound Financial Strategies Group
Mississippi
$158M 4.3% 26.4% 64
CC
4234
Cowbird Capital
New York
$158M +$9.82M +7% 1.39% 21.3% 14 21.43%
AAG
4235
Avalon Advisory Group
Pennsylvania
$158M 4.42% 41.4% 8
LA
4236
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 8.57% 139 25.9%
SCA
4237
Sage Capital Advisors
South Dakota
$158M +$25M +19% 10.7% 89.4% 107 14.02%
SM
4238
Soapstone Management
Maryland
$157M -$26.2M -14% 8.17% 30.3% 19 26.32%
KFO
4239
Kopp Family Office
Minnesota
$157M 48.4% 34% 5
BAMG
4240
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 7.48% 70.2% 322 5.28%
APSI
4241
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 3.97% 117% 40 2.5%
AW
4242
Alpha Windward
Massachusetts
$157M +$9.07M +6% 7.21% 33.6% 470 31.49%
PC
4243
Pecaut & Co
Iowa
$157M +$13.3M +9% 11.8% 67.6% 73 13.7%
ECT
4244
Ebor Charitable Trust
Wyoming
$157M 8.09% 66.1% 3
WPA
4245
Winning Points Advisors
Florida
$157M +$18.2M +13% 10.2% 77 9.09%
AWM
4246
Atticus Wealth Management
Florida
$157M 6.93% 63.8% 412
IVAV
4247
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 11.4% 312% 2 100%
SCM
4248
Smith Capital Management
Arkansas
$157M +$20.2M +15% 6.61% 85 7.06%
JWBC
4249
John W. Brooker & Co
California
$157M 2.9% 38.4% 163
PAMI
4250
Perseverance Asset Management International
Cayman Islands
$156M 23.2% 120% 16