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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)
Kanen Wealth Management
5026
Kanen Wealth Management
Florida
$261M +$13.2M +5% 8.83% 328% 28 21.43% 1.6
United Bank (Georgia)
5027
United Bank (Georgia)
Georgia
$261M +$19.3M +8% 9.4% 81.2% 120 9.17% 4.7
Lunt Capital Management
5028
Lunt Capital Management
Utah
$261M -$13.6M -5% 3.97% 42% 97 18.56% 1.4
Bayview Asset Management
5029
Bayview Asset Management
Florida
$261M +$23.7M +10% 12% 55.4% 72 45.83% 0.4
Discipline Wealth Solutions
5030
Discipline Wealth Solutions
South Carolina
$261M +$51.6M +25% 7.24% 45.9% 94 24.47% 0.7
Samalin Investment Counsel
5031
Samalin Investment Counsel
New York
$261M +$14.3M +6% 7.57% 68.3% 330 14.24% 2.8
Bank OZK
5032
Bank OZK
Arkansas
$261M +$20.5M +9% 9.99% 112% 149 7.38% 6.3
MMA Asset Management
5033
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 7.95% 54.3% 169 25.44% 1.9
Westshore Wealth
5034
Westshore Wealth
California
$261M +$24.3M +10% 9% 58.8% 101 11.88% 3
ODFS
5035
O'Donnell Financial Services
California
$261M +$18.3M +8% 8.17% 61% 51 5.88% 1.5
EFM
5036
Eley Financial Management
Vermont
$261M +$11M +4% 8.05% 69.7% 66 0% 2.2
Lincoln Capital Corp
5037
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 10.7% 82% 101 21.78% 3
BIP Alliance
5038
BIP Alliance
Georgia
$260M +$23.9M +10% 8.38% – 53 15.09% 0.5
Demars Financial Group
5039
Demars Financial Group
Washington
$260M +$24.6M +10% 8.23% 69.1% 87 19.54% 2.3
Highlander Partners
5040
Highlander Partners
Texas
$260M +$98.6M +61% 20.9% 241% 52 17.31% 1.6
Thomas Story & Son
5041
Thomas Story & Son
Indiana
$260M +$3.26M +1% 1.43% 101% 52 7.69% 7.2
5AM Venture Management
5042
5AM Venture Management
California
$260M -$4.29M -2% 32.5% 546% 31 6.45% 1.9
Power Wealth Management
5043
Power Wealth Management
Georgia
$260M +$13M +5% 5.37% 41.8% 93 13.98% 1.2
Crescent Park Management
5044
Crescent Park Management
California
$260M +$45.4M +21% 19.8% 87% 38 13.16% 1.9
Kaye Capital Management
5045
Kaye Capital Management
California
$260M +$15M +6% 7.32% – 45 11.11% 1.7
Presidio Capital Management
5046
Presidio Capital Management
California
$260M +$14.5M +6% 7.95% 56.1% 78 16.67% 1.6
Lokken Investment Group
5047
Lokken Investment Group
Delaware
$260M +$22.4M +9% 6.56% 65.3% 145 13.79% 2.5
Glass Jacobson Investment Advisors
5048
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 8.12% 63.1% 880 40.23% 2
Payne Capital Management
5049
Payne Capital Management
New York
$259M +$24.9M +11% 8.56% – 79 12.66% 0.4
Seneca Financial Advisors
5050
Seneca Financial Advisors
New York
$259M +$53.2M +26% 6.91% 50.9% 61 9.84% 2.8