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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
LCM
5026
Lunt Capital Management
Utah
$261M -$13.6M -5% 3.97% 42% 97 18.56%
BAM
5027
Bayview Asset Management
Florida
$261M +$23.7M +10% 12% 55.4% 72 45.83%
DWS
5028
Discipline Wealth Solutions
South Carolina
$261M +$51.6M +25% 7.24% 94 24.47%
SIC
5029
Samalin Investment Counsel
New York
$261M +$14.3M +6% 7.57% 62.8% 330 14.24%
BO
5030
Bank OZK
Arkansas
$261M +$20.5M +9% 9.99% 112% 149 7.38%
MAM
5031
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 7.95% 54.3% 169 25.44%
WW
5032
Westshore Wealth
California
$261M +$24.3M +10% 9% 58.8% 101 11.88%
ODFS
5033
O'Donnell Financial Services
California
$261M +$18.3M +8% 8.17% 61% 51 5.88%
EFM
5034
Eley Financial Management
Vermont
$261M +$11M +4% 8.05% 69.7% 66 0%
LCC
5035
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 10.7% 73.9% 101 21.78%
BA
5036
BIP Alliance
Georgia
$260M +$23.9M +10% 8.38% 53 15.09%
DFG
5037
Demars Financial Group
Washington
$260M +$24.6M +10% 8.23% 59.6% 87 19.54%
HP
5038
Highlander Partners
Texas
$260M +$98.6M +61% 20.9% 241% 52 17.31%
TSS
5039
Thomas Story & Son
Indiana
$260M +$3.26M +1% 1.43% 91.8% 52 7.69%
5VM
5040
5AM Venture Management
California
$260M -$4.29M -2% 32.5% 546% 31 6.45%
PWM
5041
Power Wealth Management
Georgia
$260M +$13M +5% 5.37% 93 13.98%
CPM
5042
Crescent Park Management
California
$260M +$45.4M +21% 19.8% 87% 38 13.16%
KCM
5043
Kaye Capital Management
California
$260M +$15M +6% 7.32% 45 11.11%
PCM
5044
Presidio Capital Management
California
$260M +$14.5M +6% 7.95% 56.1% 78 16.67%
LIG
5045
Lokken Investment Group
Delaware
$260M +$22.4M +9% 6.56% 65.3% 145 13.79%
GJIA
5046
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 8.12% 58.3% 880 40.23%
PCM
5047
Payne Capital Management
New York
$259M +$24.9M +11% 8.56% 79 12.66%
SFA
5048
Seneca Financial Advisors
New York
$259M +$53.2M +26% 6.91% 47.3% 61 9.84%
FPCG
5049
Forum Private Client Group
Indiana
$259M +$29.1M +13% 5.88% 47.9% 82 9.76%
I
5050
InvesTrust
Oklahoma
$259M -$106M -29% 6.39% 94 3.19%