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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
LSIA
4801
LaSalle St. Investment Advisors
Illinois
$255M +$54.3M +27% 5.57% 61.9% 220 30.45%
YAL
4802
Your Advocates Ltd
Texas
$255M +$16.3M +7% 6.41% 50% 249 11.24%
FCM
4803
Forager Capital Management
Alabama
$254M +$20.8M +9% 11.4% 52.6% 14 7.14%
ACM
4804
Allred Capital Management
Texas
$254M -$6.66M -3% 6.38% 73.5% 179 13.97%
DK
4805
David Kennon
Florida
$254M +$15.9M +7% 5.94% 46.9% 34 0%
SM
4806
Sweeney & Michel
California
$254M +$19.2M +8% 6.56% 123 10.57%
MSG
4807
Main Street Group
Virginia
$254M +$13.1M +5% 4.02% 937 17.18%
MA
4808
Mezzasalma Advisors
New Jersey
$254M +$20.4M +9% 6.66% 194% 87 13.79%
AC
4809
ASB Consultores
Florida
$254M -$25M -9% 4.94% 84.6% 226 21.24%
EA
4810
Eclectic Associates
California
$253M +$28.5M +13% 6.86% 49.7% 104 16.35%
CTEF
4811
Capital Today Evergreen Fund
Cayman Islands
$253M +$35.1M +16% 14.2% 23.7% 3 0%
GWM
4812
Gray Wealth Management
Maine
$253M +$21.5M +9% 6.28% 22.1% 144 9.72%
BMC
4813
Bear Mountain Capital
Washington
$253M +$7.48M +3% 6.57% 192 14.06%
MLA
4814
My Legacy Advisors
Oregon
$253M -$59.6M -19% 6.91% 49.1% 212 10.85%
PWMG
4815
Private Wealth Management Group
New Jersey
$253M +$22.4M +10% 7.4% 1,564 8.57%
BIMC
4816
Benson Investment Management Company
Virginia
$253M +$11.3M +5% 7.32% 91.6% 62 43.55%
JHWEPV
4817
J.H. Whitney Equity Partners VII
Connecticut
$253M +$119M +88% 88.4% 407% 1 0%
CLA
4818
Carnegie Lake Advisors
New Jersey
$253M 9.81% 157
DFA
4819
DHJJ Financial Advisors
Illinois
$253M +$15.9M +7% 5.81% 56.7% 887 6.76%
S
4820
Sachetta
Massachusetts
$253M +$22.8M +10% 6.34% 1,316 13.83%
FFO
4821
Fortitude Family Office
Arizona
$253M +$76.3M +43% 7.91% 1,298 32.97%
CCM
4822
Campbell Capital Management
Florida
$252M +$19.6M +8% 3.2% 57 33.33%
SCM
4823
Sio Capital Management
New York
$252M -$117M -32% 11.8% 564% 57 47.37%
SPI
4824
Santori & Peters Inc
Pennsylvania
$252M +$18.1M +8% 9.15% 88% 66 13.64%
1CP
4825
11 Capital Partners
Connecticut
$252M -$5.78M -2% 6.97% 101% 17 17.65%