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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)
Founders Financial Alliance
4426
Founders Financial Alliance
North Carolina
$249M +$34.7M +16% 10.6% 84.9% 491 9.16% 1
Bay Harbor Wealth Management
4427
Bay Harbor Wealth Management
Maryland
$249M +$11.5M +5% 3.42% 52.9% 223 34.98% 1.9
Freedom Day Solutions
4428
Freedom Day Solutions
Texas
$248M +$34.4M +16% 13.4% 86.6% 127 14.96% 2
Camelot Portfolios
4429
Camelot Portfolios
Ohio
$248M +$53.3M +27% 4.09% 41.3% 278 29.86% 2.4
Humankind Investments
4430
Humankind Investments
New York
$248M +$28.3M +13% 9.66% 62.5% 120 10% 0.6
Pacific Center for Financial Services
4431
Pacific Center for Financial Services
California
$248M +$18.9M +8% 9.33% 60.1% 436 13.76% 3.4
SCA
4432
Sander Capital Advisors
Washington
$248M +$20.5M +9% 14.2% 113% 18 22.22% 1.9
KLCM
4433
KG&L Capital Management
Louisiana
$248M +$20.1M +9% 8.64% 91.9% 156 18.59% 1.7
AMI Investment Management
4434
AMI Investment Management
Indiana
$248M +$9.17M +4% 7.48% 52% 72 1.39% 4.5
Recurrent Investment Advisors
4435
Recurrent Investment Advisors
Texas
$248M +$20.2M +9% 3.94% 99.7% 42 2.38% 1.7
Kayak Investment Partners
4436
Kayak Investment Partners
California
$248M -$459M -65% 6.81% 27% 32 43.75% 1.7
Vickerman Investment Advisors
4437
Vickerman Investment Advisors
Washington
$248M -$2.38M -1% 6.44% 47.3% 83 7.23% 0.2
Excalibur Management
4438
Excalibur Management
Massachusetts
$248M +$19.5M +9% 10.4% 93% 170 10.59% 3.4
CWM
4439
Cedar Wealth Management
California
$248M +$22.7M +10% 6.35% 68.1% 376 30.59% 1.7
CPFP
4440
Clear Perspectives Financial Planning
Ohio
$247M +$26.6M +12% 5.4% – 239 9.21% 0.8
Lebenthal Global Advisors
4441
Lebenthal Global Advisors
New York
$247M +$88.1M +55% 7.45% 57.2% 187 43.85% 0.5
Morton Capital Management
4442
Morton Capital Management
California
$247M – – 6.74% 75.4% 92 – 0
HRC
4443
Hoertkorn Richard Charles
$247M +$24.5M +11% 13.5% 182% 83 1.2% 6
Secure Asset Management
4444
Secure Asset Management
Michigan
$247M +$44.4M +22% 10.9% 97.2% 227 28.19% 1.1
Silverarc Capital Management
4445
Silverarc Capital Management
Massachusetts
$247M +$69.9M +40% 7.72% 2,765% 96 40.63% 0.6
DA
4446
DCF Advisers
Connecticut
$247M +$20.1M +9% 13.2% 379% 90 27.78% 1.3
Harbor Advisory Corp
4447
Harbor Advisory Corp
New Hampshire
$247M +$16.1M +7% 8.01% 63.2% 85 10.59% 2
Keystone Wealth Services
4448
Keystone Wealth Services
California
$246M – – 8.4% 91.1% 171 – 0
Shorepoint Capital Partners
4449
Shorepoint Capital Partners
Massachusetts
$246M +$23.8M +11% 9.85% – 81 6.17% 2.1
Harvey Partners
4450
Harvey Partners
New York
$246M +$112M +84% 6.13% 174% 39 35.9% 1.6