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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
MI
5401
Moneywise Inc
Virginia
$174M +$14.7M +9% 10.1% 58% 57 21.05%
DRP
5402
Decade Renewable Partners
Texas
$174M +$8.91M +5% 4.85% 39 46.15%
BA
5403
Baugh & Associates
Georgia
$174M +$14.1M +9% 10.8% 83.8% 39 5.13%
SFPG
5404
Stonebridge Financial Planning Group
Florida
$174M +$17.8M +11% 10.1% 67.2% 157 18.47%
JWBC
5405
John W. Brooker & Co
California
$173M +$15.2M +10% 7.93% 38.4% 73 12.33%
TWA
5406
Tandem Wealth Advisors
Arizona
$173M +$9.76M +6% 9.07% 43.1% 68 16.18%
PI
5407
Pelion Inc
Utah
$173M -$16.9M -9% 0.29% 16.9% 4 0%
DMBA
5408
Deseret Mutual Benefit Administrators
Utah
$173M -$30.4M -15% 9.28% 75.5% 504 5.95%
ACM
5409
Ayrshire Capital Management
Connecticut
$173M +$18.6M +12% 12.1% 78.4% 51 13.73%
KCM
5410
KM Capital Management
Texas
$173M +$27M +18% 10.3% 60.8% 47 21.28%
CCMI
5411
Creative Capital Management Investments
California
$173M +$27.1M +19% 10.3% 50.7% 245 14.69%
LBWM
5412
Left Brain Wealth Management
Illinois
$173M +$12.2M +8% 12.2% 357% 85 9.41%
KWAG
5413
Kiely Wealth Advisory Group
North Carolina
$173M 4.56% 267
GSB
5414
Greenfield Savings Bank
Massachusetts
$173M +$13.5M +8% 10.4% 97.3% 149 8.05%
LWM
5415
Lodestone Wealth Management
Washington
$173M +$30M +21% 11.3% 81.1% 146 17.12%
LK
5416
Lumbard & Kellner
New Hampshire
$173M +$22M +15% 7.84% 137% 65 20%
LC
5417
Longitude (Cayman)
Cayman Islands
$173M +$15.4M +10% 26.7% 63 26.98%
PWM
5418
Purus Wealth Management
California
$173M +$24.4M +16% 15.1% 156% 125 11.2%
DAM
5419
Derbend Asset Management
Georgia
$173M +$25.8M +18% 9.22% 23.9% 111 20.72%
ITB
5420
Idaho Trust Bank
Idaho
$173M +$18.9M +12% 9.41% 47.5% 86 12.79%
SAM
5421
Sequent Asset Management
Texas
$173M +$81.4M +89% 4.94% 51.3% 82 40.24%
APIM
5422
Agate Pass Investment Management
Washington
$172M +$24.9M +17% 8.21% 68% 100 19%
KCFA
5423
Key Client Fiduciary Advisors
New Jersey
$172M +$9.36M +6% 11% 95.1% 178 8.43%
SFA
5424
Seneca Financial Advisors
New York
$172M +$26.3M +18% 9.25% 47.3% 58 15.52%
FCCM
5425
First City Capital Management
Georgia
$172M +$13M +8% 9.22% 76.5% 173 10.98%