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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
SEEDPG
4476
S.E.E.D. Planning Group
New York
$128M +$24.9M +24% 15.9% 45.1% 58 20.69%
BBWA
4477
Bell & Brown Wealth Advisors
California
$128M +$20.2M +19% 27.8% 75 13.33%
VBFG
4478
Vishria Bird Financial Group
Tennessee
$128M +$32.4M +34% 19.8% 74.3% 46 23.91%
AA
4479
Alta Advisers
United Kingdom
$128M +$11.6M +10% 9.21% 114% 4 0%
LCC
4480
Lincoln Capital Corp
Rhode Island
$128M -$95.4M -43% 19.6% 73.9% 52 21.15%
MA
4481
MONECO Advisors
Connecticut
$128M +$30M +31% 19.5% 70.5% 146 21.92%
PC
4482
Pecaut & Co
Iowa
$128M +$17.5M +16% 19.1% 67.6% 69 20.29%
CTC (Chicago Trading Company)
4483
CTC (Chicago Trading Company)
Illinois
$128M +$4.07M +3% 27.6% 192% 70 14.29%
RP
4484
RBS Partners
Florida
$128M +$34.9M +38% 38.2% 210% 3 0%
RCA
4485
Ranch Capital Advisors
Florida
$128M +$26.4M +26% 16.4% 92.6% 1,074 20.02%
KCM
4486
Kempner Capital Management
Texas
$127M +$12.5M +11% 18% 60.9% 51 9.8%
TA
4487
Trellis Advisors
Washington
$127M +$23.5M +23% 20% 23.3% 66 21.21%
SST
4488
S Squared Technology
New York
$127M +$24.2M +24% 55.2% 223% 39 20.51%
WA
4489
Wambolt & Associates
Colorado
$127M +$30.5M +31% 21.6% 62.2% 180 13.33%
AM
4490
Atwater Malick
Pennsylvania
$127M +$22.9M +22% 17.5% 79.1% 43 16.28%
MPPLM
4491
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$127M +$25.7M +25% 17% 130% 107 27.1%
TWM
4492
Titus Wealth Management
California
$127M +$21.1M +20% 18.2% 26.6% 115 17.39%
CWA
4493
Clarity Wealth Advisors
California
$127M +$30.7M +32% 24.1% 85.1% 65 20%
ARMT
4494
Amica Retiree Medical Trust
Rhode Island
$127M +$14.8M +13% 22.1% 221 15.84%
LM
4495
Legg Mason
Maryland
$127M +$126M +13,105% 12.4% 1.6% 27 77.78%
IA
4496
IFG Advisors
Missouri
$127M +$25.4M +25% 20.5% 71.6% 86 9.3%
MFG
4497
Monte Financial Group
Connecticut
$126M +$23.2M +22% 14.2% 57.9% 72 27.78%
OCA
4498
Otter Creek Advisors
Florida
$126M +$33.9M +37% 37.3% 173% 56 44.64%
OWP
4499
Old Well Partners
North Carolina
$126M +$27.5M +28% 58.6% 97.8% 34 29.41%
LA
4500
Legacy Advisors
Pennsylvania
$126M +$26M +26% 22.9% 113 24.78%