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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
LF
5376
LifeSteps Financial
California
$130M +$10.4M +9% 6.74% 88% 85 2.35%
CC
5377
Coann Capital
Connecticut
$130M +$12.7M +11% 1.25% 25 60%
SPL
5378
Smart Portfolios LLC
Washington
$130M +$13.7M +12% 3.77% 41.3% 51 27.45%
JC
5379
Jetstream Capital
Tennessee
$130M -$30.6M -19% 23.1% 32 59.38%
BAM
5380
Beaumont Asset Management
Texas
$130M +$10.7M +9% 8.87% 64.3% 74 17.57%
SM
5381
Saya Management
New York
$130M -$11.4M -8% 7.41% 34.8% 18 44.44%
RFP
5382
Roth Financial Partners
Texas
$130M +$8.9M +7% 6.51% 54.3% 24 4.17%
SW
5383
Signify Wealth
Missouri
$130M -$3.98M -3% 1.98% 36.7% 18 38.89%
SL
5384
Stevard LLC
Illinois
$130M +$7.83M +6% 9.48% 51 21.57%
AA
5385
Aufman Associates
Pennsylvania
$130M +$9.54M +8% 8.66% 76.4% 49 10.2%
MFS
5386
Monetta Financial Services
Illinois
$130M +$3.17M +3% 9.95% 197% 42 21.43%
BAM
5387
Banta Asset Management
California
$130M -$10M -7% 1.31% 22 0%
AWM
5388
AAF Wealth Management
Massachusetts
$130M +$11.8M +10% 5.49% 65.8% 22 4.55%
AW
5389
Alaethes Wealth
Nevada
$130M +$21.6M +20% 9.73% 80.5% 270 68.15%
CCMW
5390
Cypress Capital Management (Wyoming)
Wyoming
$129M +$15.9M +14% 11.3% 138% 332 19.58%
RFO
5391
RiverGlades Family Offices
Florida
$129M +$6.33M +5% 5.66% 81 4.94%
CWP
5392
Corepath Wealth Partners
Arizona
$129M +$15.5M +14% 4.09% 56% 38 5.26%
CBCM
5393
Cook & Bynum Capital Management
Alabama
$129M +$6.59M +5% 10.8% 39.2% 5 0%
AIM
5394
Axiom Investment Management
New York
$129M +$6.08M +5% 9.85% 213 34.74%
CG
5395
Cynosure Group
Utah
$129M +$1.37M +1% 7.83% 48.9% 21 4.76%
FIG
5396
Freed Investment Group
Massachusetts
$129M +$14.3M +12% 10.4% 15 6.67%
KCA
5397
Karn Couzens & Associates
Connecticut
$129M +$17.5M +16% 6.04% 76 18.42%
WOSD
5398
WFA of San Diego
California
$129M +$8.4M +7% 6.07% 99 16.16%
SHWM
5399
Silicon Hills Wealth Management
Texas
$129M +$18.3M +17% 7.19% 30.9% 95 16.84%
NPI
5400
New Perspectives Inc
Mississippi
$129M 6.3% 23