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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
5051
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 24
FWA
5052
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 44
CSA
5053
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 109
HS
5054
Horan Securities
United States
$168M +$2.08M +1% 569
AC
5055
Almitas Capital
California
$168M 85
GPFA
5056
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 120
PE
5057
Platinum Equity
California
$167M 6
NEPPG
5058
New England Professional Planning Group
Rhode Island
$167M +$3.17M +2% 50
GCM
5059
GoodHaven Capital Management
New Jersey
$167M -$4M -2% 27
KC
5060
Kinloch Capital
Virginia
$167M +$5.67M +4% 71
ARAM
5061
Ardmore Road Asset Management
New York
$167M -$22.6M -12% 34
HI
5062
Harrington Investments
California
$167M -$18.9M -10% 85
HIS
5063
Harvest Investment Services
Illinois
$167M -$70.3M -30% 286
SWA
5064
ShankerValleau Wealth Advisors
Illinois
$167M -$7.19M -4% 18
SFG
5065
Sowa Financial Group
Rhode Island
$167M -$4M -2% 73
CFGF
5066
Compass Financial Group (Florida)
Florida
$167M -$33.9M -17% 32
BCM
5067
BCK Capital Management
Connecticut
$167M +$18.3M +12% 206
GIM
5068
Greenwich Investment Management
Connecticut
$167M +$19.6M +13% 78
PSC
5069
Prentiss Smith & Co
Vermont
$167M -$45M -21% 86
ATWA
5070
Arbor Trust Wealth Advisors
Michigan
$167M -$6.85M -4% 108
SAM
5071
Sandbar Asset Management
United Kingdom
$167M -$33.6M -17% 73
AWM
5072
AllSquare Wealth Management
New York
$167M -$5.18M -3% 560
SCM
5073
Sterneck Capital Management
Missouri
$167M -$2.51M -1% 112
BCM
5074
Brookmont Capital Management
Texas
$167M -$22.6M -12% 61
SIAG
5075
Signet Investment Advisory Group
Rhode Island
$166M -$9.59M -5% 86