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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
BG
5226
Benedetti & Gucer
Georgia
$201M +$10.5M +6% 13% 42.7% 154 15.58%
AC
5227
Addison Capital
Pennsylvania
$201M +$40.2M +25% 7.62% 59.7% 131 21.37%
WA
5228
Wilshire Advisors
California
$201M +$7.97M +4% 4.8% 118% 11 0%
JIC
5229
Juniper Investment Company
New York
$201M +$12.9M +7% 10.9% 358% 11 18.18%
SWM
5230
Sterling Wealth Management
Illinois
$201M +$23.2M +13% 6.56% 97 5.15%
ODA
5231
One Degree Advisors
California
$201M +$5.26M +3% 6.01% 54 7.41%
LIG
5232
Lokken Investment Group
Delaware
$201M +$23.9M +13% 7.21% 65.3% 150 14.67%
LWM
5233
Long Walk Management
Connecticut
$200M +$46.1M +30% 21.4% 302% 11 27.27%
WAM
5234
Westport Asset Management
Connecticut
$200M +$14.4M +8% 8.24% 63.9% 75 5.33%
EWP
5235
Elevation Wealth Partners
California
$200M +$33.4M +20% 5.94% 63.7% 516 21.32%
CKAIS
5236
Christensen King & Associates Investment Services
Washington
$200M +$13.4M +7% 6.27% 99 8.08%
CF
5237
CNA Financial
Illinois
$200M +$47.7M +31% 8.82% 48.6% 20 45%
MBI
5238
May Barnhard Investments
Maryland
$200M +$5.33M +3% 7.54% 84 7.14%
AFS
5239
Amtrust Financial Services
New York
$200M +$14.3M +8% 7.36% 53.8% 16 12.5%
EP
5240
Essential Planning
New Hampshire
$200M +$1.56M +0.8% 4.86% 38.1% 65 1.54%
AIM
5241
Ausbil Investment Management
Australia
$200M +$15.1M +8% 7.65% 120% 67 37.31%
DMBA
5242
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 7.81% 75.5% 487 2.05%
EPW
5243
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 6.39% 234 14.1%
JGCM
5244
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 6.51% 58.4% 88 12.5%
WF
5245
Warner Financial
Maryland
$200M +$22.1M +12% 7.47% 62.1% 109 8.26%
CWM
5246
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 5.12% 41.6% 180 10.56%
AWG
5247
Altus Wealth Group
Colorado
$199M +$19M +11% 8.12% 68.6% 161 26.09%
LCM
5248
Leisure Capital Management
California
$199M +$14.3M +8% 8.52% 98% 144 18.06%
ACM
5249
Ardent Capital Management
Ohio
$199M +$8.36M +4% 10.5% 77.5% 47 6.38%
FI
5250
FIDELIS iM
Oregon
$199M +$13.4M +7% 4.56% 40.1% 18 11.11%