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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
KFA
5101
Kelleher Financial Advisors
New York
$99.2M +$17.2M +21% 9.55% 72.4% 104 16.35%
DTC
5102
Davidson Trust Company
Washington
$99.2M 7.77% 64.6% 100
SAM
5103
Stewart Asset Management
New York
$99.1M 13.2% 42.5% 44
BOM
5104
Bank of Marin
California
$99M 8.18% 80.3% 117
EPWM
5105
Essex Private Wealth Management
Massachusetts
$98.8M 6.84% 29.3% 58
CC
5106
Copperleaf Capital
North Carolina
$98.6M 5.12% 102% 47
WCM
5107
Waterstone Capital Management
Minnesota
$98.6M +$55M +126% 6.16% 23.4% 8 37.5%
SNBOSD
5108
Security National Bank of So Dak
Iowa
$98.5M +$12.6M +15% 7.8% 58.9% 84 8.33%
CCI
5109
Credit Capital Investments
New Jersey
$98.5M +$14.4M +17% 18.5% 481% 45 33.33%
EP
5110
EPIQ Partners
Minnesota
$98.5M 8.12% 44.3% 64
PHAM
5111
Portland Hill Asset Management
United Kingdom
$98.4M -$26.9M -21% 12.1% 30.2% 23 26.09%
CRIG
5112
Charter Research & Investment Group
Connecticut
$98.4M +$6.04M +7% 8.48% 82.3% 80 8.75%
BCM
5113
Billings Capital Management
Virginia
$98.3M +$4.37M +5% 4.77% 7 14.29%
BFP
5114
Briaud Financial Planning
Texas
$98.3M 3.81% 93.1% 25
DFG
5115
DWM Financial Group
Illinois
$98.2M 3.97% 31
CPI
5116
Crestview Partners II
New York
$98.1M +$27.3M +39% 44.6% 157% 2 0%
EECFV
5117
EnCap Energy Capital Fund VIII
Texas
$98.1M +$12.5M +15% 31.5% 6.16% 2 0%
LM
5118
Lansing Management
New York
$98.1M +$1.14M +1% 10.6% 76.9% 9 11.11%
CWM
5119
Capital Wealth Management
Rhode Island
$98M +$4.45M +5% 6.33% 46.7% 38 39.47%
BIG
5120
Boothe Investment Group
Delaware
$97.9M +$2.92M +3% 6.63% 59.8% 26 7.69%
ACWM
5121
Adams Chetwood Wealth Management
North Carolina
$97.8M 12.8% 68
UMA
5122
USA Mutuals Advisors
Texas
$97.7M -$9.15M -9% 5.75% 14.1% 26 42.31%
FM
5123
Fondren Management
Texas
$97.7M -$22.5M -19% 4.14% 14.2% 107 48.6%
EW
5124
Element Wealth
Mississippi
$97.6M 7.06% 59.6% 114
JSAM
5125
J. Safra Asset Management
New York
$97.4M 5.75% 84.3% 13