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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
KSWA
4826
Kathleen S. Wright Associates
Pennsylvania
$240M -$2.3M -0.9% 300
PPG
4827
Peak Planning Group
Colorado
$240M 116
IGYL
4828
I.G.Y. Ltd
United Kingdom
$240M +$13.2M +6% 3
KF
4829
KKM Financial
Illinois
$240M +$37.8M +19% 160
CA
4830
Cache Advisors
California
$240M 78
KIC
4831
Kensington Investment Counsel
California
$240M +$270K +0.1% 112
IIA
4832
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 144
PWM
4833
Power Wealth Management
Georgia
$239M +$5.22M +2% 99
WAM
4834
Weinberger Asset Management
California
$239M +$4.78M +2% 82
GWM
4835
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 160
DIM
4836
DLK Investment Management
California
$239M -$21.8M -8% 118
CCMI
4837
Creative Capital Management Investments
California
$239M -$60.2K -0% 293
TF
4838
Theory Financial
Colorado
$239M +$12.2M +5% 77
WKSWA
4839
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 111
ODFS
4840
O'Donnell Financial Services
California
$239M -$7.18M -3% 44
SI
4841
Shaker Investments
Ohio
$239M -$1.15M -0.5% 102
FCM
4842
Forager Capital Management
Alabama
$239M -$15.5M -6% 14
KPWG
4843
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 92
IWP
4844
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 105
TSS
4845
Thomas Story & Son
Indiana
$239M -$6.47M -3% 53
HA
4846
Hanover Advisors
South Carolina
$238M +$202K +0.1% 97
EC
4847
EntryPoint Capital
New York
$238M +$62.2M +35% 1,009
MC
4848
Machina Capital
France
$238M -$13.8M -5% 376
SEM
4849
Strategic Equity Management
Arizona
$237M +$26.5M +13% 59
EML
4850
Eos Management LP
New York
$237M -$48.5M -17% 45