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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
LWM
5526
Lakeridge Wealth Management
Ohio
$217M +$17.5M +9% 7.47% 158 10.13%
IP
5527
Indigo Partners
Arizona
$217M -$32.8M -13% 12.9% 2.56% 2 0%
WR
5528
WD Rutherford
Oregon
$217M +$29.6M +16% 19.4% 170% 97 25.77%
EW
5529
Element Wealth
Mississippi
$217M +$30.9M +17% 6.5% 59.6% 188 15.43%
1CM
5530
1492 Capital Management
Wisconsin
$217M +$31.3M +17% 22.9% 332% 129 25.58%
KHCM
5531
Kirtland Hills Capital Management
Ohio
$217M +$52.8M +32% 15.2% 154 15.58%
BCP
5532
Blackhawk Capital Partners
Wisconsin
$217M +$22.7M +12% 11.4% 87.2% 152 32.24%
AFM
5533
Abbot Financial Management
Massachusetts
$217M +$24.1M +12% 12.7% 102% 133 6.77%
IAMH
5534
IvyRock Asset Management (HK)
Hong Kong
$217M +$3.95M +2% 0.01% 76% 17 23.53%
MA
5535
MBA Advisors
Pennsylvania
$217M +$14.6M +7% 6.58% 58.3% 138 7.25%
DTC
5536
Davidson Trust Company
Washington
$217M +$6.95M +3% 6.71% 64.6% 167 7.19%
MTWM
5537
Masso Torrence Wealth Management
New Jersey
$216M +$29.1M +16% 15% 130% 107 14.02%
GAMC
5538
Garner Asset Management Corp
Texas
$216M -$11.5M -5% 8.3% 95.3% 159 9.43%
AHL
5539
Abel Hall LLC
Louisiana
$216M +$50.6M +31% 9.62% 328 50.3%
AA
5540
ACT Advisors
North Carolina
$216M +$32M +17% 9.83% 69.8% 71 32.39%
CWA
5541
Clarus Wealth Advisors
Arizona
$216M +$29.2M +16% 13.9% 98 21.43%
GCM
5542
Gallacher Capital Management
Colorado
$216M +$10.8M +5% 4.77% 70.7% 349 41.55%
IAMOG
5543
Investors Asset Management of Georgia
Georgia
$216M +$18.4M +9% 10.5% 113% 172 8.14%
AAMC
5544
Asset Allocation & Management Company
Illinois
$216M +$18.5M +9% 8.35% 53.8% 103 23.3%
PCG
5545
PFC Capital Group
California
$216M +$17.7M +9% 12.1% 88 9.09%
BCM
5546
Bond Capital Management
California
$216M +$30.2M +16% 16.6% 47.5% 5 0%
BTIM
5547
BancFirst Trust & Investment Management
Oklahoma
$216M +$15.2M +8% 6.6% 44.9% 45 24.44%
BWM
5548
Bernard Wealth Management
Michigan
$216M +$11M +5% 14.7% 408 27.21%
DA
5549
DCF Advisers
Connecticut
$216M +$6.9M +3% 14% 372% 92 16.3%
TC
5550
Tejara Capital
United Kingdom
$216M -$43.5M -17% 2.24% 17.3% 88 35.23%