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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)
Flynn Zito Capital Management
4576
Flynn Zito Capital Management
New York
$181M +$63.2M +54% 12.9% 97.3% 125 83.2% 0.2
KFA Private Wealth Group
4577
KFA Private Wealth Group
Virginia
$181M -$18.6M -9% 12.9% 62.8% 71 5.63% 2
Riverview Capital Advisers
4578
Riverview Capital Advisers
Massachusetts
$181M -$36.3M -17% 15.7% 84.8% 106 32.08% 0.4
Brown, Lisle/Cummings
4579
Brown, Lisle/Cummings
Rhode Island
$181M -$27.5M -13% 12.5% 82.3% 504 10.52% 0.5
Graybill Wealth Management
4580
Graybill Wealth Management
Illinois
$181M -$24.4M -12% 13.3% – 50 2% 4.7
Secure Asset Management
4581
Secure Asset Management
Michigan
$181M -$41.3M -19% 13.9% 97.2% 227 37.44% 1.4
TFA
4582
Triad Financial Advisors
North Carolina
$181M -$6.47M -3% 12.6% – 117 17.09% 0.5
RBA Wealth Management
4583
RBA Wealth Management
California
$180M -$27.7M -13% 11.5% 77.7% 108 17.59% 0.9
FSB Premier Wealth Management
4584
FSB Premier Wealth Management
Iowa
$180M -$19.1M -10% 11.2% 53.9% 137 8.76% 1.1
Godsey & Gibb Inc
4585
Godsey & Gibb Inc
Virginia
$180M -$82.8M -31% 15% 87.5% 176 84.09% 0.1
Selway Asset Management
4586
Selway Asset Management
$180M -$26.2M -13% 13.6% 36.5% 84 25% 4.3
Roman Butler Fullerton & Co
4587
Roman Butler Fullerton & Co
Missouri
$180M -$36M -17% 12.9% 121% 202 17.82% 2.4
ARIS
4588
Advanced Research Investment Solutions
California
$180M -$59.3M -25% 17.5% 13.1% 194 34.54% 0.9
Calton & Associates
4589
Calton & Associates
Florida
$180M -$157M -47% 12.5% 73.9% 369 41.19% 2.9
ForthRight Wealth Management
4590
ForthRight Wealth Management
Georgia
$180M -$13.6M -7% 11.8% 44.6% 49 18.37% 1.1
Kaydan Wealth Management
4591
Kaydan Wealth Management
Michigan
$180M -$46.7M -21% 0.11% 58% 106 16.98% 0.5
Abound Wealth Management
4592
Abound Wealth Management
Tennessee
$180M +$40.9M +29% 13% 58.6% 132 30.3% 0.4
Kabouter Management
4593
Kabouter Management
Illinois
$180M -$40.4M -18% 17.5% 12.9% 10 20% 1.1
Reston Wealth Management
4594
Reston Wealth Management
Virginia
$180M -$15.4M -8% 12.3% 60.7% 65 20% 2.2
Acuta Capital Partners
4595
Acuta Capital Partners
California
$179M -$34.5M -16% 13.7% 7,269% 55 47.27% 1.1
HM Capital Management
4596
HM Capital Management
Missouri
$179M -$95.6M -35% 9.58% 29.6% 64 18.75% 3.9
Heritage Financial Services
4597
Heritage Financial Services
Massachusetts
$179M +$26.5M +17% 13.7% 38.3% 547 86.11% 0.1
LPWM LLC
4598
LPWM LLC
Minnesota
$179M -$21.5M -11% 14.5% 59.4% 69 15.94% 2
PYA Waltman Capital
4599
PYA Waltman Capital
Tennessee
$179M -$23.7M -12% 13.4% 62.4% 221 6.33% 0.7
Applied Fundamental Research
4600
Applied Fundamental Research
Massachusetts
$179M -$42.8M -19% 12.5% 44.6% 11 9.09% 1.3