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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
SA
5601
Sunesis Advisors
Kansas
$136M +$6.92M +5% 4.3% 32 9.38%
KLC
5602
Knowledge Leaders Capital
Colorado
$136M +$12.5M +10% 11.2% 51.6% 137 36.5%
LC
5603
LNZ Capital
New York
$136M +$67M +97% 11.8% 58.8% 25 68%
MIM
5604
Merrion Investment Management
New Jersey
$136M +$4.96M +4% 5.45% 166% 101 11.88%
MA
5605
Mosaic Advisors
Texas
$136M -$13.9M -9% 9.12% 39.8% 58 44.83%
OF
5606
Outfitter Financial
Maine
$136M +$9.17M +7% 7.13% 73.9% 263 65.4%
AP
5607
Atlas Principals
North Carolina
$136M -$77M -36% 4.61% 51 56.86%
AA
5608
ACT Advisors
North Carolina
$136M +$6.57M +5% 6.97% 69.8% 37 24.32%
MCA
5609
Morris Capital Advisors
Pennsylvania
$136M +$9.21M +7% 16.8% 72.9% 59 13.56%
BRC
5610
Bell Rock Capital
Delaware
$136M 12.6% 121
CWA
5611
Choice Wealth Advisors
Maine
$136M +$12.7M +10% 8.01% 52.3% 29 24.14%
EA
5612
Evolution Advisers
Virginia
$136M 3.27% 33% 148
KSWA
5613
Kathleen S. Wright Associates
Pennsylvania
$136M 4.3% 66% 149
CWM
5614
Comprehensive Wealth Management
Washington
$136M +$30.7M +29% 1.54% 24% 23 17.39%
LA
5615
Lakeside Advisors
Washington
$136M 13.6% 64.4% 55
BCP
5616
Bluegrass Capital Partners
Florida
$136M -$21.1M -13% 8.71% 56.2% 16 31.25%
SA
5617
Syntax Advisors
New York
$136M 8.36% 238
AF
5618
Aldebaran Financial
$135M +$11.7M +9% 9.37% 70.5% 92 8.7%
PPG
5619
Peak Planning Group
Colorado
$135M +$19.2M +17% 10.7% 82.4% 85 11.76%
SJIA
5620
St. James Investment Advisors
New York
$135M 5.69% 99
RF
5621
Robbins Farley
New Hampshire
$135M -$233K -0.2% 13.8% 98.2% 221 46.61%
AA
5622
Aufman Associates
Pennsylvania
$135M +$13.7M +11% 10.3% 76.4% 54 14.81%
CFAM
5623
Center For Asset Management
Florida
$135M +$16.3M +14% 5.98% 60.7% 136 33.82%
HBT
5624
Heartland Bank & Trust
Illinois
$135M +$19M +16% 15.6% 95.5% 146 39.73%
KSCM
5625
Kamunting Street Capital Management
Florida
$135M -$88.8M -40% 14.6% 1.88% 77 79.22%