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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 Avg Holding
Period (Yrs)
KPWG
4926
KFA Private Wealth Group
Virginia
$109M – – 7.04% 62.8% 51 – 0
TC
4927
Teilinger Capital
Texas
$109M +$45.9M +73% 1.06% 30.2% 11 90.91% 0
TWP
4928
TFO Wealth Partners
Ohio
$109M – – 7.58% 63.6% 145 – 0
PWA
4929
Providence Wealth Advisors
Illinois
$109M -$3.35M -3% 8.17% 112% 91 10.99% 1.3
WAOTB
4930
Wealth Advisors of Tampa Bay
Florida
$109M -$11.9M -10% 7.8% 86.2% 69 13.04% 1.5
CFO
4931
CVA Family Office
Colorado
$109M – – 6.59% 71.6% 79 – 0
AFA
4932
Alta Fundamental Advisers
New York
$108M -$41M -27% 6.37% 340% 22 31.82% 1.4
NFG
4933
Norris Financial Group
South Carolina
$108M – – 11.6% 142% 55 – 0
FP
4934
Fiduciary Planning
Florida
$108M – – 5.28% 71.4% 64 – 0
KAM
4935
Kirkoswald Asset Management
New York
$108M – – 10.6% – 4 – 0
LCH
4936
Lee Capital Holdings
New York
$108M +$1.21M +1% 7.67% 34.4% 62 24.19% 1
LL
4937
LPWM LLC
Minnesota
$108M – – 7.64% 54.3% 43 – 0
IRAG
4938
Investment Research & Advisory Group
Georgia
$108M – – 10.5% 88.6% 189 – 0
PD
4939
Planning Directions
Pennsylvania
$108M +$3.9M +4% 3.47% 46.3% 55 5.45% 1.4
BCWM
4940
Blue Chip Wealth Management
Florida
$108M +$12.3M +13% 11.7% – 103 6.8% 1.5
VIG
4941
Vienna Insurance Group
Poland
$108M -$9.91M -8% 8.11% 188% 63 6.35% 1.8
KAM
4942
Karani Asset Management
New York
$108M – – 19.6% – 57 – 0
SIAG
4943
Signet Investment Advisory Group
Rhode Island
$108M +$9.41M +10% 7.99% 59.6% 73 2.74% 0.9
DAM
4944
Diamant Asset Management
Connecticut
$108M +$7.93M +8% 10.5% 66.9% 72 8.33% 1.8
SCM
4945
Spreng Capital Management
Ohio
$108M – – 8.23% 72.5% 82 – 0
OFS
4946
Oldfather Financial Services
Nebraska
$108M – – 8.48% 60.8% 57 – 0
OIS
4947
Okabena Investment Services
Minnesota
$108M – – 10.5% 72.4% 67 – 0
CFC
4948
Coyle Financial Counsel
Illinois
$108M +$9.14M +9% 8.03% 62.4% 64 26.56% 1.4
NRI
4949
NFP Retirement Inc
California
$108M – – 4.37% 46.7% 87 – 0
SDH
4950
Sloy Dahl & Holst
Washington
$107M – – 31.1% 132% 46 – 0