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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
ILM
4276
Indigo Latam Management
Arizona
$112M -$53.7M -32% 32.4% 39.3% 1 0%
CCCPI
4277
Castle Creek Capital Partners IV
California
$112M -$24.6M -18% 3.38% 47.7% 4 25%
LAIC
4278
Lederer & Associates Investment Counsel
California
$112M +$6.81M +7% 5.92% 75.5% 89 6.74%
AIM
4279
Alphinity Investment Management
Australia
$112M 8.02% 151% 21
WAAG
4280
Wealth Alliance Advisory Group
Kansas
$111M 3.74% 66.9% 92
PFT
4281
Providence First Trust
Arizona
$111M -$6.04M -5% 5.09% 64.1% 80 18.75%
BFC
4282
Bedel Financial Consulting
Indiana
$111M 4.76% 104% 132
ACM
4283
AUA Capital Management
Pennsylvania
$111M +$2.31M +2% 4% 61.4% 211 3.79%
KJWM
4284
Kiley Juergens Wealth Management
Washington
$111M 7.52% 106% 719
WA1
4285
Wimmer Associates 1
California
$111M +$2.55M +2% 7.28% 78.9% 108 3.7%
PM
4286
Penbrook Management
New York
$111M 9.19% 106% 105
BWM
4287
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 4.69% 55.6% 40 15%
CC
4288
Cassaday & Co
Virginia
$111M +$15.3M +16% 1.96% 62.5% 36 19.44%
BMC
4289
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 6.52% 95.9% 116 3.45%
SPI
4290
Santori & Peters Inc
Pennsylvania
$111M 7.14% 88% 644
SMP
4291
Santa Monica Partners
Florida
$111M 11.3% 135% 30
SWM
4292
Sequoia Wealth Management
Illinois
$111M 4.36% 58
HS
4293
Horan Securities
United States
$111M +$9M +9% 2.65% 50.1% 216 15.28%
PWA
4294
Peterson Wealth Advisors
Utah
$111M 4.67% 46.4% 45
AIA
4295
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 3.64% 56.6% 156 12.18%
FLI
4296
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 6.72% 87.8% 103 62.14%
OKSA
4297
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 4.08% 216% 49 18.37%
SNBOSCI
4298
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 6.39% 52.4% 87 12.64%
DIS
4299
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 7.18% 86% 46 10.87%
CAAS
4300
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 4.08% 51% 117 13.68%