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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
LFPWM
4926
Leicht Financial Planning & Wealth Management
New Jersey
$148M +$12.9M +10% 8.75% 46.3% 21 4.76%
SC
4927
Soundwatch Capital
Connecticut
$147M -$161M -52% 11.9% 68.6% 26 11.54%
FFG
4928
Fullen Financial Group
Ohio
$147M +$16.2M +12% 11.4% 28.4% 56 1.79%
YU
4929
Yale University
Connecticut
$147M +$115M +351% 13.8% 33.7% 14 78.57%
LC
4930
Landaas & Company
Wisconsin
$147M +$15.4M +12% 13.3% 60.3% 64 14.06%
SA
4931
SAIF Advisors
Hong Kong
$147M 10.6% 3
BFA
4932
Brendel Financial Advisors
New Hampshire
$147M +$22.1M +18% 25.3% 126% 94 35.11%
MFG
4933
Monte Financial Group
Connecticut
$147M +$14.7M +11% 15.5% 57.9% 63 12.7%
IPAM
4934
ICICI Prudential Asset Management
India
$147M 13.1% 62.1% 45
RW
4935
Rede Wealth
Virginia
$147M 9.51% 80.9% 92
KFS
4936
Kelly Financial Services
Massachusetts
$147M +$7.55M +5% 11.2% 58.4% 627 10.69%
KCM
4937
Knoll Capital Management
Florida
$147M +$24.7M +20% 21.1% 258% 31 3.23%
SICM
4938
Sustainable Insight Capital Management
New York
$147M 17.1% 150% 111
GWM
4939
Gray Wealth Management
Maine
$147M +$18.9M +15% 10.2% 22.1% 106 10.38%
FRCMI
4940
First Round Capital Management III
Pennsylvania
$146M 31.3% 2
HSWM
4941
Hubbell Strickland Wealth Management
Louisiana
$146M +$18M +14% 12.7% 56.8% 59 1.69%
HA
4942
HC Advisors
Georgia
$146M +$22.3M +18% 12.4% 63.5% 90 18.89%
CCC
4943
Cincinnati Casualty Company
Ohio
$146M +$18M +14% 15.3% 56% 25 4%
PBC
4944
Pavion Blue Capital
California
$146M +$16M +12% 15.1% 77.6% 95 13.68%
OAP
4945
One Advisory Partners
Kansas
$146M +$14.3M +11% 9.6% 54.2% 30 23.33%
CCM
4946
Cribstone Capital Management
Maine
$146M +$23.5M +19% 10.6% 22.4% 371 23.99%
OKSA
4947
O'Keefe Stevens Advisory
New York
$146M +$17.4M +14% 17.9% 216% 39 5.13%
LAM
4948
L2 Asset Management
Massachusetts
$146M +$21.4M +17% 18.9% 128% 87 22.99%
GA
4949
Greytown Advisors
Florida
$145M +$23.9M +20% 14.2% 14.1% 97 25.77%
GAM
4950
Garrison Asset Management
Arkansas
$145M -$44.3M -23% 13.8% 52.1% 108 19.44%