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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
KA
5426
Kozak & Associates
Colorado
$156M $0 0% 5.9% 97.4% 388 0.52%
RWA
5427
Rainsberger Wealth Advisors
Colorado
$156M -$14.1M -8% 1.89% 68 10.29%
6F
5428
626 Financial
Michigan
$156M -$7.21M -4% 2.91% 71.3% 113 8.85%
LFWA
5429
LBJ Family Wealth Advisors
Texas
$156M -$15.9M -9% 5.52% 59% 23 0%
FC
5430
Foundation Capital
California
$156M -$104M -40% 49% 5 20%
RHP
5431
Royal Harbor Partners
Texas
$156M -$1.54M -1% 0.79% 49.5% 83 10.84%
CCM
5432
Conway Capital Management
California
$156M -$14.2M -8% 5.94% 139% 72 31.94%
FCMT
5433
Founders Capital Management (Texas)
Texas
$156M $0 0% 2.75% 118% 317 0%
MVP
5434
Medina Value Partners
California
$156M +$15.5M +11% 0.32% 80% 24 41.67%
BTIM
5435
BancFirst Trust & Investment Management
Oklahoma
$156M +$26.4M +20% 15.2% 44.9% 58 37.93%
MCAI
5436
Members Capital Advisors Inc
Wisconsin
$156M -$39.1M -20% 1.39% 70 5.71%
BAM
5437
Boyar Asset Management
New York
$156M -$10.3M -6% 7.28% 75.5% 86 1.16%
VCM
5438
Vetamer Capital Management
California
$156M -$52.5M -25% 12.3% 49 38.78%
HCM
5439
Highview Capital Management
Illinois
$156M +$1.38M +0.9% 3.41% 123% 125 32%
PWM
5440
Palumbo Wealth Management
New York
$156M -$4.12M -3% 0.17% 115% 97 19.59%
PWA
5441
Providence Wealth Advisors
Illinois
$156M -$3.6M -2% 2.27% 112% 102 6.86%
AWM
5442
Activest Wealth Management
Florida
$155M -$6.29M -4% 5.32% 105% 390 21.03%
ADMI
5443
Albert D. Mason Inc
Massachusetts
$155M -$12.3M -7% 0.67% 82% 165 15.76%
NAG
5444
Northstar Advisory Group
New Jersey
$155M -$13.4M -8% 2.82% 141% 117 30.77%
AA
5445
ACT Advisors
North Carolina
$155M +$19.2M +14% 5.06% 69.8% 37 40.54%
WC
5446
Westhampton Capital
North Carolina
$155M -$8.17M -5% 3.18% 95.6% 120 9.17%
BCM
5447
Beaumont Capital Management
Massachusetts
$155M -$17.9M -10% 3.14% 45.4% 52 40.38%
MAG
5448
Members Advisory Group
New York
$155M +$3.67M +2% 3.5% 70.6% 27 44.44%
CFN
5449
Cordasco Financial Network
Florida
$155M -$5.03M -3% 2.57% 31.1% 612 16.01%
TS
5450
Twin Securities
New York
$155M -$31.4M -17% 18.7% 506% 28 89.29%