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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)
SWMG
4226
Signature Wealth Management Group
Georgia
$158M +$7.36M +5% 3.43% – 84 14.29% 1.5
LWM
4227
Laidlaw Wealth Management
New York
$158M – – 10.4% 150% 169 – 0
Tennessee Valley Asset Management Partners
4228
Tennessee Valley Asset Management Partners
Tennessee
$158M +$20.6M +15% 7.03% 65.7% 65 15.38% 0.8
CWM
4229
CCG Wealth Management
California
$158M +$11.3M +8% 5.44% 82.6% 105 23.81% 0.6
KC
4230
Kellner Capital
New York
$158M +$16M +11% 24.6% 390% 48 79.17% 0.1
United Capital Management of KS
4231
United Capital Management of KS
Kansas
$158M +$21.2M +15% 8.01% 272% 113 8.85% 1.1
DA
4232
DCF Advisers
Connecticut
$158M – – 61% 372% 69 – 0
AFM
4233
Abbot Financial Management
Massachusetts
$158M +$17.8M +13% 9.26% 102% 132 8.33% 1.9
SFSG
4234
Sound Financial Strategies Group
Mississippi
$158M – – 4.3% 26.4% 64 – 0
CC
4235
Cowbird Capital
New York
$158M +$9.8M +7% 1.39% 21.3% 14 21.43% 0.5
AAG
4236
Avalon Advisory Group
Pennsylvania
$158M – – 4.42% 41.4% 8 – 0
Legacy Advisors
4237
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 8.57% – 139 25.9% 1.8
SCA
4238
Sage Capital Advisors
South Dakota
$158M +$25M +19% 10.7% 105% 107 14.02% 1.6
SM
4239
Soapstone Management
Maryland
$157M -$26.2M -14% 8.17% 30.3% 19 26.32% 1.1
KFO
4240
Kopp Family Office
Minnesota
$157M – – 48.4% 34% 5 – 0
BAMG
4241
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 7.48% 70.2% 322 5.28% 1.2
APSI
4242
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 3.97% 138% 40 2.5% 2.3
AW
4243
Alpha Windward
Massachusetts
$157M +$9.07M +6% 7.21% 33.6% 470 31.49% 3.1
PC
4244
Pecaut & Co
Iowa
$157M +$13.3M +9% 11.8% 67.6% 73 13.7% 2.9
WPA
4245
Winning Points Advisors
Florida
$157M +$18.2M +13% 10.2% – 77 9.09% 2.5
ECT
4246
Ebor Charitable Trust
Wyoming
$157M – – 8.09% 66.1% 3 – 0
AWM
4247
Atticus Wealth Management
Florida
$157M – – 6.93% 63.8% 412 – 0
Index Venture Associates VI
4248
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 11.4% 312% 2 100% 0
SCM
4249
Smith Capital Management
Arkansas
$157M +$20.2M +15% 6.61% – 85 7.06% 0.9
JWBC
4250
John W. Brooker & Co
California
$157M – – 2.9% 38.4% 163 – 0