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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
LAIC
5626
Lederer & Associates Investment Counsel
California
$130M +$7.29M +6% 8.42% 75.5% 88 1.14%
KCM
5627
Khrom Capital Management
Florida
$130M +$24.9M +24% 0.42% 36.7% 12 33.33%
LA
5628
Lakeside Advisors
Washington
$130M +$7.53M +6% 8.42% 64.4% 61 6.56%
ACA
5629
Ascension Capital Advisors
Texas
$129M +$26M +25% 4.75% 59.3% 37 5.41%
AFC
5630
AFT Forsyth & Company
Florida
$129M +$12.2M +10% 15.3% 122% 139 7.19%
5SA
5631
5th Street Advisors
Connecticut
$129M +$28.7M +29% 4.09% 39.2% 19 15.79%
BWIA
5632
Bryant Woods Investment Advisors
New York
$129M +$11.6M +10% 6.09% 66.3% 42 4.76%
HIS
5633
Harvest Investment Services
Illinois
$129M +$35.7M +38% 12.3% 223% 161 47.2%
MF
5634
Montis Financial
Massachusetts
$129M +$11.2M +9% 9.38% 44% 67 16.42%
BOC
5635
Bull Oak Capital
California
$129M +$10.9M +9% 0% 31 100%
ACM
5636
Aryeh Capital Management
Ontario, Canada
$129M -$5.23M -4% 9.01% 87.7% 9 22.22%
WP
5637
WealthSpring Partners
California
$129M +$1.22M +1% 5.87% 75 6.67%
CWM
5638
Castle Wealth Management
Florida
$129M -$29.8M -19% 6.64% 48.6% 117 14.53%
WMWM
5639
Whitaker-Myers Wealth Managers
Ohio
$129M +$24.8M +24% 7.53% 69.5% 68 2.94%
AI
5640
Arena Investors
New York
$129M +$21.2M +20% 0.12% 104 33.65%
SAMC
5641
Spectrum Asset Management (Connecticut)
Connecticut
$129M -$9.96M -7% 0.54% 2.29% 7 14.29%
FAG
5642
Fortitude Advisory Group
Washington
$129M +$11.6M +10% 11.9% 131% 235 11.91%
GCM
5643
Gator Capital Management
Florida
$129M -$7.06M -5% 4.02% 201% 67 8.96%
CCM
5644
Colorado Capital Management
Colorado
$129M +$9.06M +8% 6.62% 53.4% 77 2.6%
KA
5645
Keene & Associates
Texas
$129M +$17M +15% 3.39% 20.3% 82 10.98%
WWC
5646
Waypoint Wealth Counsel
Georgia
$129M +$4.84M +4% 6.77% 79.8% 99 11.11%
TI
5647
TTP Investments
California
$129M +$34M +36% 14.8% 197% 47 31.91%
AWS
5648
Aspen Wealth Strategies
Colorado
$129M +$4.03M +3% 5.16% 57% 81 9.88%
AF
5649
Aegis Financial
Virginia
$129M +$15.4M +14% 11.1% 257% 28 3.57%
BFA
5650
Buttonwood Financial Advisors
Maryland
$129M +$10.1M +9% 8.9% 66.3% 72 2.78%