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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
KIG
5101
Kennedy Investment Group
New Jersey
$221M +$3.64M +2% 3.29% 59.5% 128 8.59%
TWM
5102
Trinity Wealth Management
Pennsylvania
$221M +$2.96M +1% 1.03% 53.5% 60 15%
AFA
5103
Alpha Financial Advisors
North Carolina
$221M -$5.13M -2% 1.08% 30.8% 52 13.46%
BFS
5104
BridgePort Financial Solutions
Iowa
$221M 0.45% 161
SCP
5105
Stevens Capital Partners
Nebraska
$221M +$11.5M +5% 2.47% 57.8% 63 1.59%
KCM
5106
Kaye Capital Management
California
$221M -$29M -12% 0.14% 42 14.29%
ALS
5107
Andrew L. Share
$220M +$68M +45% 54.4% 14.8% 14 14.29%
CWM
5108
Collaborative Wealth Management
Florida
$220M -$754K -0.3% 1.15% 35.8% 187 10.7%
SC
5109
Saiph Capital
New Jersey
$220M +$7.81M +4% 2.62% 52.4% 52 19.23%
CVA
5110
Central Valley Advisors
California
$220M +$42.8M +24% 2.94% 145 16.55%
ACM
5111
Ardent Capital Management
Ohio
$220M -$240K -0.1% 1.72% 77.5% 46 10.87%
BCVI
5112
Bain Capital Venture Investors
Massachusetts
$220M +$98.9M +82% 89.1% 82.1% 3 0%
AFG
5113
American Financial Group
Ohio
$220M -$13.9M -6% 3.52% 32.3% 67 10.45%
FWM
5114
Forza Wealth Management
Florida
$219M +$1.14M +0.5% 1.21% 65.6% 191 6.28%
WC
5115
Wynnefield Capital
New York
$219M -$5.26M -2% 5.32% 110% 17 5.88%
DCM
5116
Decatur Capital Management
Georgia
$219M +$2.22M +1% 6.99% 132% 55 25.45%
IA
5117
IMZ Advisory
Florida
$219M +$3.01M +1% 1.73% 38 5.26%
PAM
5118
PSquared Asset Management
Switzerland
$219M -$198M -47% 1.76% 158% 10 70%
AAG
5119
Avalon Advisory Group
Pennsylvania
$219M -$1.61M -0.7% 1.22% 41.4% 16 6.25%
DFG
5120
Dupree Financial Group
Kentucky
$219M -$30.9M -12% 2.57% 78 24.36%
VEI
5121
Vesa Equity Investment
Luxembourg
$219M -$41M -16% 15.8% 2.97% 1 0%
IWM
5122
Iams Wealth Management
Nebraska
$219M +$15M +7% 0.78% 51.3% 179 27.93%
SI
5123
SimpliFi Inc
California
$219M -$6.85M -3% 3.13% 26.7% 43 9.3%
HIA
5124
HTG Investment Advisors
Connecticut
$219M +$6.71M +3% 1.45% 51.8% 70 11.43%
AWM
5125
Ariadne Wealth Management
California
$219M +$34.9M +19% 1.46% 267 31.46%