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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
NEPPG
4451
New England Professional Planning Group
Rhode Island
$129M +$21.6M +20% 18.2% 59% 45 11.11%
FFG
4452
Fortem Financial Group
California
$129M +$19.7M +18% 21.3% 179% 160 37.5%
LFS
4453
Legacy Financial Strategies
Kansas
$129M +$24.2M +23% 20.1% 67.1% 63 20.63%
CCM
4454
Castine Capital Management
Massachusetts
$129M -$53.5M -29% 16.4% 13.9% 37 51.35%
DA
4455
Detalus Advisors
Missouri
$129M +$20.6M +19% 16.6% 67.9% 96 13.54%
CC
4456
Cowbird Capital
New York
$129M +$30.1M +30% 54.4% 21.3% 12 50%
SIM
4457
Sterling Investment Management
Arizona
$129M +$14.7M +13% 11.2% 44.1% 66 16.67%
WC
4458
Wealth CMT
New Jersey
$129M +$21.5M +20% 17.6% 25% 19 0%
ICM
4459
IMS Capital Management
Oregon
$129M +$30.7M +31% 29.4% 119% 133 30.83%
KAM
4460
Karani Asset Management
New York
$129M +$35.4M +38% 43.3% 64 26.56%
VLC
4461
Van Leeuwen & Company
New Jersey
$129M +$24.7M +24% 21.8% 75.4% 90 48.89%
OFS
4462
Oldfather Financial Services
Nebraska
$129M +$23.6M +22% 19.4% 60.8% 58 3.45%
KFS
4463
Kelly Financial Services
Massachusetts
$129M +$47.8M +59% 15.3% 58.4% 624 9.78%
EP
4464
Elkhorn Partners
Nebraska
$129M +$8.15M +7% 8.54% 32.2% 41 7.32%
PCM
4465
Pathway Capital Management
California
$129M +$13.8M +12% 70.3% 629% 4 75%
PKC
4466
Palmer Knight Company
Florida
$129M +$24.6M +24% 24.3% 78.9% 26 0%
WA1
4467
Wimmer Associates 1
California
$129M +$21.1M +20% 20.4% 78.9% 104 9.62%
DI
4468
Disciplined Investments
Oklahoma
$129M +$23.4M +22% 16% 51.4% 462 12.99%
PVMCV
4469
Polaris Venture Management Co V
Massachusetts
$128M +$18M +16% 14.6% 281% 11 18.18%
LP
4470
Lexington Partners
New York
$128M -$43.9M -25% 27.8% 1.27% 5 60%
IIM
4471
Ironwood Investment Management
Massachusetts
$128M +$28.5M +28% 31% 164% 164 10.98%
HI
4472
Harrington Investments
California
$128M +$21.6M +20% 24.5% 92.5% 77 5.19%
TP
4473
Truvvo Partners
New York
$128M +$19.3M +18% 19.7% 21.1% 47 23.4%
HFA
4474
HC Financial Advisors
California
$128M +$16.1M +14% 16.1% 31.2% 417 12.71%
MA
4475
Menlo Advisors
California
$128M +$22M +21% 22.1% 81.9% 40 35%