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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
BKA
4426
Brick & Kyle Associates
Pennsylvania
$106M -$24.8M -19% 16.3% 97.4% 69 26.09%
KCM
4427
Knoll Capital Management
Florida
$106M -$29M -21% 13.9% 260% 19 10.53%
EF
4428
Exeter Financial
Arizona
$106M -$22.5M -17% 18% 50.4% 69 5.8%
WC
4429
Weil Company
California
$106M -$24.5M -19% 17.2% 60.7% 120 26.67%
DI
4430
DRH Investments
California
$106M +$3.5M +3% 19.6% 81.2% 18 38.89%
BA
4431
Ballast Advisors
Minnesota
$106M -$29.7M -22% 19.6% 66.7% 165 7.27%
NWS
4432
Newport Wealth Strategies
California
$106M -$31.3M -23% 15.3% 51.5% 109 32.11%
HF
4433
Halpern Financial
Virginia
$106M -$22.1M -17% 20.6% 26.3% 196 25%
TI
4434
Truehand Inc
New Hampshire
$106M -$25.8M -20% 18.8% 86.9% 186 1.61%
MA
4435
Menlo Advisors
California
$106M -$47M -31% 18.2% 81.9% 37 24.32%
TWM
4436
Titus Wealth Management
California
$106M +$6.14M +6% 15.8% 26.6% 118 27.12%
GWAG
4437
Garrett Wealth Advisory Group
Texas
$106M -$29.4M -22% 17.7% 66.1% 50 20%
YCM
4438
Yost Capital Management
Texas
$106M -$21.3M -17% 27.5% 125% 13 61.54%
HCM
4439
Horton Capital Management
Pennsylvania
$106M +$3.08M +3% 6.43% 7 0%
SCA
4440
Stuart Chaussee & Associates
California
$106M -$71M -40% 12.6% 58.6% 138 58.7%
HCM
4441
HGI Capital Management
New York
$106M -$101M -49% 18% 47% 80 57.5%
ACM
4442
AUA Capital Management
Pennsylvania
$106M -$16M -13% 13.6% 61.4% 186 2.15%
WC
4443
Wynnefield Capital
New York
$105M -$44.4M -30% 14.2% 52.1% 27 11.11%
HHRDM
4444
H&H Retirement Design & Management
Nevada
$105M 14.8% 38.4% 48
RDWM
4445
Red Door Wealth Management
Tennessee
$105M -$6.96M -6% 19.2% 100% 460 77.83%
WEPOG
4446
Wealth Enhancement & Preservation of GA
Georgia
$105M -$90.4M -46% 13.1% 82.2% 63 53.97%
OFS
4447
Oldfather Financial Services
Nebraska
$105M -$2.38M -2% 23.2% 60.8% 62 17.74%
LFS
4448
Legacy Financial Strategies
Kansas
$105M -$18.6M -15% 21.1% 67.1% 67 19.4%
IIA
4449
ICW Investment Advisors
Arizona
$105M -$18.1M -15% 14.4% 50.1% 185 37.84%
AP
4450
Atlas Principals
North Carolina
$105M -$171M -62% 16.3% 56 57.14%