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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
MWM
5326
McNaughton Wealth Management
California
$156M +$5.53M +4% 3.29% 50.3% 56 7.14%
LBC
5327
Lawrence B. Cohen
$156M +$7.22M +5% 9.54% 41.8% 66 6.06%
KCM
5328
Kempner Capital Management
Texas
$156M -$15M -9% 0.11% 60.9% 60 15%
MLA
5329
MB, Levis & Associates
Pennsylvania
$156M +$12.4M +9% 2.39% 40% 291 6.53%
ACA
5330
Ascension Capital Advisors
Texas
$156M +$26.6M +21% 4.32% 59.3% 39 12.82%
FFC
5331
First Financial Corp
Indiana
$156M -$4.79M -3% 4.38% 88.3% 382 12.83%
NFG
5332
Northeast Financial Group
Pennsylvania
$156M +$17.4M +13% 3.47% 31.6% 66 24.24%
AFM
5333
Abbot Financial Management
Massachusetts
$156M +$6.86M +5% 7.8% 102% 115 4.35%
TCM
5334
Tieton Capital Management
Washington
$156M +$15.4M +11% 10.5% 172% 32 6.25%
AIC
5335
Aurora Investment Counsel
Georgia
$156M +$2.72M +2% 3.48% 31.7% 126 19.05%
MUAMU
5336
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$948K +0.6% 6.23% 138% 102 16.67%
LAM
5337
Lynch Asset Management
Pennsylvania
$155M +$16M +12% 15.2% 190% 48 4.17%
FOA
5338
Five Oceans Advisors
California
$155M +$756K +0.5% 5.26% 78.8% 165 11.52%
CC
5339
Codex Capital
New York
$155M +$10.1M +7% 17.5% 84.4% 38 5.26%
FTWA
5340
Fifth Third Wealth Advisors
Ohio
$155M +$101M +187% 8.93% 102% 139 46.04%
CWAG
5341
Carlsbad Wealth Advisory Group
California
$155M 4.41% 45
MFC
5342
Morris Financial Concepts
South Carolina
$155M +$12.8M +9% 4.92% 56.5% 161 11.18%
NLP
5343
Next Level Private
New York
$155M +$27.6M +22% 5.67% 92.4% 104 40.38%
BM
5344
Bislett Management
California
$155M +$4.03M +3% 5.81% 19.8% 13 0%
CIA
5345
Citadel Investment Advisory
Ohio
$155M +$7.67M +5% 6.25% 67.4% 80 1.25%
FWM
5346
Fortress Wealth Management
California
$155M +$11.8M +8% 2.17% 52.1% 65 18.46%
PWM
5347
Prosperity Wealth Management
California
$155M +$28.2M +22% 19.3% 175% 195 52.31%
MAS
5348
Madden Advisory Services
Florida
$155M +$12M +8% 5.76% 52.3% 82 2.44%
KAM
5349
Kinney Asset Management
Illinois
$154M +$15.6M +11% 7.69% 10.1% 5 0%
JWBC
5350
John W. Brooker & Co
California
$154M +$3.46M +2% 3.37% 38.4% 66 4.55%