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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
WLPWM
5026
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 339
LAIC
5027
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 89
FA
5028
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 295
PBC
5029
Pavion Blue Capital
California
$172M +$11.3M +7% 93
WOSD
5030
WFA of San Diego
California
$172M +$29.1M +20% 177
LFWA
5031
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 23
BEP
5032
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 7
SN
5033
Sittner & Nelson
Oregon
$172M +$16.9M +11% 455
AWM
5034
AllSquare Wealth Management
New York
$172M +$4.39M +3% 518
FWM
5035
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 47
CWA
5036
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 156
KIC
5037
Kensington Investment Counsel
California
$172M 88
SIAG
5038
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 94
LA
5039
Lindenwold Advisors
Pennsylvania
$171M 128
MAG
5040
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 93
HCM
5041
Hutner Capital Management
Vermont
$171M +$18.5M +12% 46
HIGP
5042
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 32
GCM
5043
GoodHaven Capital Management
New Jersey
$171M +$17.5M +11% 27
NFG
5044
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 48
EFIC
5045
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 34
CIA
5046
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 75
BW
5047
Bison Wealth
Georgia
$171M -$45.7M -21% 473
SFG
5048
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 73
NC
5049
Naman Capital
Brazil
$171M +$8.51M +5% 17
TI
5050
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 194