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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
KAM
4826
Karani Asset Management
New York
$108M 19.6% 57
SIAG
4827
Signet Investment Advisory Group
Rhode Island
$108M +$9.41M +10% 7.99% 59.9% 73 2.74%
DAM
4828
Diamant Asset Management
Connecticut
$108M +$7.93M +8% 10.5% 63.6% 72 8.33%
SCM
4829
Spreng Capital Management
Ohio
$108M 8.23% 72.5% 82
OFS
4830
Oldfather Financial Services
Nebraska
$108M 8.48% 60.8% 57
OIS
4831
Okabena Investment Services
Minnesota
$108M 10.5% 58.5% 67
CFC
4832
Coyle Financial Counsel
Illinois
$108M +$9.14M +9% 8.03% 46.8% 64 26.56%
NRI
4833
NFP Retirement Inc
California
$108M 4.37% 38.9% 87
SDH
4834
Sloy Dahl & Holst
Washington
$107M 31.1% 131% 46
PFA
4835
Plotkin Financial Advisors
Maryland
$107M 7.09% 71.1% 66
MWM
4836
McNaughton Wealth Management
California
$107M 2.95% 50.3% 47
JWM
4837
JFG Wealth Management
Colorado
$107M -$2.94M -3% 3.47% 65.2% 18 44.44%
BWA
4838
Beam Wealth Advisors
Louisiana
$107M 5.04% 51.3% 149
NPP
4839
New Potomac Partners
Maryland
$107M +$7.2M +7% 8.28% 37.2% 140 5%
RAM
4840
RK Asset Management
Michigan
$107M +$3.99M +4% 7.85% 47.6% 19 5.26%
FL
4841
Fourthstone LLC
Missouri
$107M 9.22% 60.1% 31
LWM
4842
Lionsbridge Wealth Management
Florida
$107M 5.58% 55.3% 363
C
4843
Clearshares
New York
$107M +$5.23M +5% 4.75% 28 14.29%
JA
4844
JVL Associates
Michigan
$107M -$15.4M -13% 8.97% 73.3% 41 2.44%
GPFA
4845
Game Plan Financial Advisors
Ohio
$107M 12.5% 98
LW
4846
LLR Walnut
Pennsylvania
$107M -$39.3M -27% 9.43% 2 0%
SCA
4847
Strategic Capital Advisers
Colorado
$107M +$16.8M +19% 6.39% 51.4% 86 38.37%
RHCA
4848
Rosenthal Henry Capital Advisors
Indiana
$107M +$10.4M +11% 9.91% 61.7% 69 7.25%
NR
4849
Newfound Research
Massachusetts
$107M -$7.36M -6% 6.34% 54.6% 240 9.58%
KFI
4850
Key Financial Inc
Pennsylvania
$107M 9.79% 55.5% 111