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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
LAIC
5201
Lederer & Associates Investment Counsel
California
$130M +$10.2M +8% 11.2% 75.5% 87 2.3%
AP
5202
Americana Partners
Texas
$130M +$20.3M +18% 15.9% 82.9% 110 26.36%
CA
5203
Corrado Advisors
New Jersey
$130M +$9.47M +8% 10% 64% 99 19.19%
PM
5204
Penbrook Management
New York
$130M +$14.5M +13% 19.4% 106% 105 11.43%
AWS
5205
Arkfeld Wealth Strategies
Nebraska
$130M +$24M +23% 15.5% 83.9% 71 12.68%
LCM
5206
LDR Capital Management
New York
$130M +$29.1M +29% 22% 38.9% 18 22.22%
CWP
5207
Concord Wealth Partners
Virginia
$130M 14.7% 66% 700
RC
5208
Roubaix Capital
Colorado
$130M +$44.8M +53% 50.8% 174% 75 61.33%
BA
5209
Ballew Advisors
Mississippi
$130M +$11.7M +10% 10.9% 62.3% 117 28.21%
PFMU
5210
Privium Fund Management (UK)
United Kingdom
$130M 22.5% 37.1% 46
FWA
5211
FOCUS Wealth Advisors
Texas
$130M 10.1% 63.8% 35
WA
5212
WESPAC Advisors
California
$130M +$48.8M +60% 16.7% 112% 163 60.12%
MFP
5213
Meridian Financial Partners
Virginia
$129M +$10.8M +9% 9.29% 73.1% 67 10.45%
TCM
5214
Tuttle Capital Management
Connecticut
$129M -$15.7M -11% 12.8% 115% 267 89.89%
KA
5215
Kozak & Associates
Colorado
$129M 13.1% 97.4% 70
SIM
5216
SummerHaven Investment Management
Connecticut
$129M 46.5% 143% 200
QCM
5217
Quantinno Capital Management
New York
$129M -$20.2M -13% 25.2% 119% 455 45.71%
ONST
5218
Old North State Trust
North Carolina
$129M -$19.3M -13% 10.8% 495 32.93%
AFS
5219
Aft Forsyth & Sober
Florida
$129M +$116M +902% 9.56% 94.6% 61 54.1%
BMA
5220
Brooks Moore & Associates
Tennessee
$129M +$13.1M +11% 11.9% 63.7% 93 9.68%
FI
5221
Financial Insights
Washington
$129M +$11.6M +10% 9.75% 71.9% 81 11.11%
LFASL
5222
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.2M +20% 9.57% 44.9% 118 19.49%
HFS
5223
HBC Financial Services
Washington
$129M +$10.3M +9% 15.2% 12.6% 209 32.54%
ACH
5224
Axis Capital Holdings
$129M +$19M +17% 11.9% 67% 3 33.33%
BEI
5225
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 9.63% 66.5% 394 16.24%