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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
KPWG
4826
KFA Private Wealth Group
Virginia
$84.5M -$24.4M -22% 17.1% 57.5% 58 25.86%
SAM
4827
Shone Asset Management
California
$84.5M 18.6% 32
LIM
4828
Lagoda Investment Management
New York
$84.4M -$18.4M -18% 23.9% 250% 28 3.57%
CPSC
4829
Carl P. Sherr & Co
Massachusetts
$84.4M -$18M -18% 14.4% 68.8% 110 11.82%
ACM
4830
Avalon Capital Management
California
$84.2M +$1.91M +2% 10.8% 151% 40 65%
BAM
4831
Bullseye Asset Management
Colorado
$83.9M -$19.5M -19% 11.9% 81% 77 6.49%
HM
4832
Heronetta Management
New York
$83.8M -$70.1M -46% 40% 59.7% 25 8%
SCP
4833
Silverleafe Capital Partners
Tennessee
$83.7M -$93.6M -53% 11.8% 82.8% 82 48.78%
FC
4834
Fusion Capital
South Carolina
$83.7M -$27.1M -24% 18% 100% 66 27.27%
KFA
4835
Kelleher Financial Advisors
New York
$83.6M -$15.6M -16% 16.3% 72.4% 109 24.77%
PCM
4836
Prosperity Capital Management
Cayman Islands
$83.6M -$56.2M -40% 39.3% 2 0%
LWM
4837
Lionsbridge Wealth Management
Florida
$83.6M -$23.6M -22% 7.7% 66% 366 90.71%
VWM
4838
Vigilare Wealth Management
Arizona
$83.6M -$66.5M -44% 15.8% 56.9% 168 42.26%
1CM
4839
1492 Capital Management
Wisconsin
$83.5M -$29.6M -26% 20.5% 332% 115 49.57%
BAM
4840
Beaumont Asset Management
Texas
$83.4M -$21.4M -20% 15% 64.3% 67 34.33%
CFGF
4841
Compass Financial Group (Florida)
Florida
$83.4M -$27.4M -25% 10.9% 44.1% 22 36.36%
PFG
4842
Piershale Financial Group
Illinois
$83.3M -$104M -56% 0.18% 82% 20 60%
VFA
4843
Values First Advisors
Tennessee
$83.3M -$20.3M -20% 15.2% 86.4% 149 21.48%
CC
4844
Copperleaf Capital
North Carolina
$83.3M -$15.4M -16% 10.6% 102% 53 32.08%
VCA
4845
VIEX Capital Advisors
Florida
$83.3M -$99.3M -54% 18.3% 30.6% 15 26.67%
LC
4846
Lodbrok Capital
United Kingdom
$83.2M -$315M -79% 0% 25.9% 5 60%
IWA
4847
Independence Wealth Advisors
Virginia
$83.2M -$19.8M -19% 17.4% 34.1% 24 8.33%
PFA
4848
Pinnacle Family Advisors
Missouri
$83.2M -$27.9M -25% 11.7% 85.8% 94 59.57%
PWA
4849
Providence Wealth Advisors
Illinois
$82.9M -$25.8M -24% 19.5% 112% 90 11.11%
HWM
4850
HighMark Wealth Management
Minnesota
$82.9M -$10.8M -12% 21.7% 110% 443 20.99%