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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
KM
5301
Kylin Management
New York
$173M +$46.8M +37% 14.6% 126% 8 25%
HFP
5302
Holistic Financial Partners
Indiana
$172M +$10.3M +6% 5.44% 95.7% 125 20.8%
WLPWM
5303
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 12.9% 51.7% 339 71.98%
LAIC
5304
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 10.8% 75.5% 89 4.49%
FA
5305
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 5.65% 72.8% 287 13.94%
PBC
5306
Pavion Blue Capital
California
$172M +$11.3M +7% 10% 77.6% 93 5.38%
IAC
5307
ION Acquisition Corp
Israel
$172M 12% 5
WOSD
5308
WFA of San Diego
California
$172M +$29.1M +20% 9.62% 177 22.6%
LFWA
5309
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 5.49% 59% 23 0%
BEP
5310
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 29.1% 87.4% 7 42.86%
SN
5311
Sittner & Nelson
Oregon
$172M +$16.9M +11% 11.5% 88.1% 454 10.13%
AWM
5312
AllSquare Wealth Management
New York
$172M +$4.39M +3% 3.71% 62.4% 516 6.59%
NAM
5313
Nationwide Asset Management
Ohio
$172M -$139M -45% 0.4% 8.56% 10 20%
FWM
5314
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 7.15% 47 8.51%
BW
5315
Bison Wealth
Georgia
$172M -$47.2M -22% 9.23% 37.4% 497 32.8%
CWA
5316
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 5.81% 108% 156 16.03%
KIC
5317
Kensington Investment Counsel
California
$172M 11.7% 81.9% 88
SIAG
5318
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 8.14% 84.3% 94 7.45%
LA
5319
Lindenwold Advisors
Pennsylvania
$171M 11% 75% 128
MAG
5320
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 13.4% 113% 93 33.33%
HCM
5321
Hutner Capital Management
Vermont
$171M +$18.5M +12% 11.9% 52.2% 46 2.17%
GCM
5322
GoodHaven Capital Management
New Jersey
$171M +$17.4M +11% 13.9% 80.7% 29 10.34%
HM
5323
Harvest Management
New York
$171M +$24.3M +17% 22.9% 610% 83 74.7%
HIGP
5324
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 5.63% 50.6% 32 12.5%
LWMNY
5325
Landmark Wealth Management (New York)
New York
$171M 4.03% 37.9% 37