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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
LF
4651
Lantz Financial
Illinois
$160M +$11.6M +8% 11.6% 67.1% 129 11.63%
BKA
4652
Brick & Kyle Associates
Pennsylvania
$160M +$15.6M +11% 12.8% 82.3% 60 15%
MHR
4653
Matthew Hamilton Rosenberg
$160M +$24.1M +18% 11.4% 48.3% 550 6.91%
KCMRT
4654
Kemper Corp Master Retirement Trust
Illinois
$160M -$9.42M -6% 6.22% 21.9% 36 0%
FCCPG
4655
FountainVest China Capital Partners GP3
Cayman Islands
$160M -$14.2M -8% 1.26% 88.9% 1 0%
AFC
4656
AFT Forsyth & Company
Florida
$160M +$25.5M +19% 12.9% 122% 152 19.08%
1W
4657
1776 Wealth
Georgia
$160M +$22M +16% 9.93% 87.4% 123 15.45%
PBT
4658
Pictet Bank & Trust
Bahamas
$160M +$7.08M +5% 12.8% 66.3% 66 18.18%
VBFP
4659
Valtinson Bruner Financial Planning
Minnesota
$159M +$16.7M +12% 7.24% 33.4% 80 17.5%
SWG
4660
Summit Wealth Group
Vermont
$159M +$44.3M +38% 7.81% 38.4% 41 26.83%
AA
4661
Altman Advisors
Illinois
$159M +$18.2M +13% 11.5% 87 17.24%
AWA
4662
ARQ Wealth Advisors
Arizona
$159M +$55.4M +53% 10.6% 53.3% 50 18%
AWM
4663
Adams Wealth Management
Utah
$159M +$30.7M +24% 12.9% 75.6% 379 82.59%
AM
4664
Atwater Malick
Pennsylvania
$159M +$16.3M +11% 10.6% 79.1% 43 9.3%
DA
4665
Detalus Advisors
Missouri
$159M +$22.2M +16% 10.9% 67.9% 100 12%
DFA
4666
DHJJ Financial Advisors
Illinois
$159M 13.6% 56.7% 103
BC
4667
Barnett & Company
Tennessee
$159M +$18.9M +13% 18.7% 50.8% 317 16.72%
LWPC
4668
Legacy Wealth Partners (California)
California
$159M +$17.6M +12% 16.6% 103 27.18%
SWMG
4669
Signature Wealth Management Group
Georgia
$159M +$19.6M +14% 9.69% 77 14.29%
FL
4670
Fourthstone LLC
Missouri
$158M +$39.2M +33% 34.4% 60.1% 54 50%
ACM
4671
Adalta Capital Management
New York
$158M +$21.4M +16% 18.8% 66.3% 84 23.81%
GC
4672
Grace Capital
Massachusetts
$158M +$29.3M +23% 17.2% 127% 280 24.29%
BWM
4673
BNC Wealth Management
Oregon
$158M +$16.1M +11% 15.1% 193% 530 82.64%
TPW
4674
TL Private Wealth
Texas
$158M +$15.2M +11% 11.4% 46% 48 6.25%
WR
4675
WD Rutherford
Oregon
$158M 14% 170% 115