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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
KCM
4426
Kendall Capital Management
Maryland
$113M +$2.62M +2% 2.26% 120% 122 12.3%
PL
4427
Protective Life
Alabama
$113M +$3.65M +3% 1.42% 38.4% 15 20%
MCIA
4428
Mountain Capital Investment Advisors
Colorado
$113M +$6.65M +6% 1.92% 63.3% 49 6.12%
GWCM
4429
Godshalk Welsh Capital Management
Pennsylvania
$113M +$4.94M +5% 3.97% 61.1% 112 7.14%
BHBT
4430
Burke & Herbert Bank & Trust
Virginia
$113M -$659K -0.6% 1.24% 67.8% 129 5.43%
SPL
4431
Smart Portfolios LLC
Washington
$113M +$2.7M +2% 0.28% 41.3% 53 22.64%
FDS
4432
First Dallas Securities
Texas
$113M -$1.54M -1% 1.81% 163% 93 17.2%
BRC
4433
Bell Rock Capital
Delaware
$113M -$1.11M -1% 1.71% 396 14.9%
BAM
4434
Baldrige Asset Management
Pennsylvania
$113M +$4.26M +4% 1.1% 43.5% 84 10.71%
HFP
4435
Holistic Financial Partners
Indiana
$113M +$12.4M +12% 0.6% 95.7% 104 32.69%
DC
4436
Defender Capital
North Carolina
$113M -$10.9M -9% 5.81% 83.5% 18 11.11%
CA
4437
Claro Advisors
Massachusetts
$113M +$4.38M +4% 1.54% 85.5% 171 11.7%
GIM
4438
Guardian Investment Management
California
$113M -$2.38M -2% 1.94% 89.7% 60 18.33%
SCP
4439
Stamos Capital Partners
California
$112M +$12.5M +13% 0.86% 36.7% 57 33.33%
EI
4440
EDMP Inc
Florida
$112M +$3.29M +3% 0.06% 71.6% 54 16.67%
HFA
4441
Hoover Financial Advisors
Pennsylvania
$112M +$3.62M +3% 1.8% 65 12.31%
LFS
4442
Legacy Financial Strategies
Kansas
$112M +$5.2M +5% 1.47% 67.1% 64 17.19%
GU
4443
Georgetown University
District of Columbia
$112M 1.33% 79.9% 8
NCM
4444
Northstar Capital Management
New York
$112M -$269K -0.2% 0.9% 90 4.44%
WA
4445
Wilshire Advisors
California
$112M -$927K -0.8% 0.61% 118% 26 7.69%
LFGH
4446
Lee Financial Group Hawaii
Hawaii
$112M -$4.91M -4% 2.37% 12.9% 30 16.67%
PWA
4447
Providence Wealth Advisors
Illinois
$112M +$4.55M +4% 1.43% 112% 87 13.79%
RFO
4448
RiverGlades Family Offices
Florida
$112M -$25K -0% 0.13% 66 6.06%
RWM
4449
Reston Wealth Management
Virginia
$112M -$15.4M -12% 0.39% 60.7% 55 23.64%
MPPLM
4450
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$112M +$4M +4% 2.25% 130% 100 18%