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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
MMM
5026
Mendel Money Management
Illinois
$153M +$10.3M +7% 5.71% 75.4% 67 4.48%
CIA
5027
Citadel Investment Advisory
Ohio
$153M +$13.1M +9% 8.97% 67.4% 74 2.7%
TCOK
5028
Trust Company of Kansas
Kansas
$153M -$38.3M -20% 10.1% 87% 56 37.5%
PIA
5029
Powell Investment Advisors
Florida
$153M +$21.4M +16% 7.96% 76.1% 128 21.09%
RPG
5030
Resource Planning Group
Georgia
$153M +$12M +9% 1.98% 1.9% 68 11.76%
HCM
5031
Hutner Capital Management
Vermont
$152M +$8.85M +6% 5.29% 52.2% 46 6.52%
CSA
5032
Cottage Street Advisors
Massachusetts
$152M +$45.4M +42% 6.26% 91.4% 92 21.74%
VLC
5033
Van Leeuwen & Company
New Jersey
$152M +$2.94M +2% 8.02% 75.4% 82 45.12%
OAP
5034
One Advisory Partners
Kansas
$152M +$6.28M +4% 3.85% 54.2% 34 41.18%
DLHL
5035
Donald L. Hagan LLC
Florida
$152M +$15.5M +11% 5.56% 47.9% 97 20.62%
HBWM
5036
Hollow Brook Wealth Management
New York
$152M -$15.6M -9% 1.38% 92.8% 56 19.64%
DA
5037
Dash Acquisitions
California
$152M +$9.11M +6% 2.26% 52% 39 15.38%
LWMG
5038
Levy Wealth Management Group
Pennsylvania
$152M +$11.1M +8% 3.39% 21.1% 68 10.29%
ACM
5039
AUA Capital Management
Pennsylvania
$152M +$12M +9% 4.38% 61.4% 379 7.65%
CCM
5040
Cribstone Capital Management
Maine
$152M +$6.07M +4% 3.64% 22.4% 369 14.09%
OCA
5041
Otter Creek Advisors
Florida
$152M +$26.4M +21% 12.3% 173% 60 53.33%
PBC
5042
Pavion Blue Capital
California
$152M +$5.77M +4% 8.26% 77.6% 92 6.52%
SP
5043
Successful Portfolios
Florida
$152M +$12.3M +9% 5.13% 101% 199 10.05%
KFI
5044
Key Financial Inc
Pennsylvania
$152M +$17.4M +13% 6.04% 55.5% 823 10.81%
HFP
5045
Holistic Financial Partners
Indiana
$152M +$6.64M +5% 5.14% 95.7% 136 34.56%
CWA
5046
Centennial Wealth Advisory
Michigan
$151M +$10.3M +7% 2.13% 57.6% 84 26.19%
LWM
5047
Loveless Wealth Management
Montana
$151M +$15.9M +12% 9.85% 119 2.52%
BA
5048
Baugh & Associates
Georgia
$151M +$11.2M +8% 8.58% 83.8% 43 11.63%
RCA
5049
Ranch Capital Advisors
Florida
$151M +$12.4M +9% 6.03% 92.6% 963 12.15%
CTFG
5050
Capstone Triton Financial Group
Oklahoma
$151M -$12M -7% 3.79% 351 66.95%