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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
FGI
5301
Foresight Global Investors
New York
$174M -$5.28M -3% 9.48% 62.9% 43 13.95%
LFPWM
5302
Leicht Financial Planning & Wealth Management
New Jersey
$174M +$12.3M +8% 8.86% 46.3% 26 34.62%
SSW
5303
Smith Shellnut Wilson
Mississippi
$174M +$10.9M +7% 10.1% 92.2% 131 8.4%
OIM
5304
Opus Investment Management
Massachusetts
$174M +$11.9M +7% 8.17% 44.3% 41 2.44%
BIA
5305
BHK Investment Advisors
Alabama
$174M -$43.2M -20% 10.9% 54.6% 56 8.93%
BCM
5306
Birch Capital Management
Texas
$174M +$16.2M +10% 11.3% 48.4% 99 8.08%
SC
5307
Sagil Capital
United Kingdom
$174M +$29.1M +20% 9.07% 140% 26 53.85%
ICM
5308
Indaba Capital Management
California
$174M -$165M -49% 2.05% 66.7% 17 47.06%
MI
5309
Moneywise Inc
Virginia
$174M +$14.7M +9% 10.1% 58% 57 21.05%
DRP
5310
Decade Renewable Partners
Texas
$174M +$8.91M +5% 4.85% 39 46.15%
BA
5311
Baugh & Associates
Georgia
$174M +$14.1M +9% 10.8% 83.8% 39 5.13%
SFPG
5312
Stonebridge Financial Planning Group
Florida
$174M +$17.8M +11% 10.1% 54.7% 157 18.47%
JWBC
5313
John W. Brooker & Co
California
$173M +$15.2M +10% 7.93% 38.4% 73 12.33%
TWA
5314
Tandem Wealth Advisors
Arizona
$173M +$9.76M +6% 9.07% 33.1% 68 16.18%
PI
5315
Pelion Inc
Utah
$173M -$16.9M -9% 0.29% 16.9% 4 0%
DMBA
5316
Deseret Mutual Benefit Administrators
Utah
$173M -$30.4M -15% 9.28% 51.4% 504 5.95%
ACM
5317
Ayrshire Capital Management
Connecticut
$173M +$18.6M +12% 12.1% 78.4% 51 13.73%
KCM
5318
KM Capital Management
Texas
$173M +$27M +18% 10.3% 50.5% 47 21.28%
CCMI
5319
Creative Capital Management Investments
California
$173M +$27.1M +19% 10.3% 50.7% 245 14.69%
LBWM
5320
Left Brain Wealth Management
Illinois
$173M +$12.2M +8% 12.2% 239% 85 9.41%
KWAG
5321
Kiely Wealth Advisory Group
North Carolina
$173M 4.56% 267
GSB
5322
Greenfield Savings Bank
Massachusetts
$173M +$13.5M +8% 10.4% 97.3% 149 8.05%
LWM
5323
Lodestone Wealth Management
Washington
$173M +$30M +21% 11.3% 81.1% 146 17.12%
LK
5324
Lumbard & Kellner
New Hampshire
$173M +$22M +15% 7.84% 105% 65 20%
LC
5325
Longitude (Cayman)
Cayman Islands
$173M +$15.4M +10% 26.7% 63 26.98%