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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
KSWWM
5851
Keyes Stange & Wooten Wealth Management
Florida
$193M +$16.7M +9% 7.79% 74 13.51%
PCM
5852
Pointe Capital Management
Michigan
$193M +$21.7M +13% 8.8% 57.6% 157 3.82%
LA
5853
Lindenwold Advisors
Pennsylvania
$193M +$12.9M +7% 6.65% 75% 117 16.24%
LIWM
5854
Long Island Wealth Management
New York
$193M +$28.3M +17% 7.46% 86 15.12%
LCM
5855
LCM Capital Management
Illinois
$192M +$22.1M +13% 14.5% 89.1% 104 3.85%
CVSC
5856
C.V. Starr & Co
New York
$192M +$62.7M +48% 6.46% 8 75%
FWA
5857
FOCUS Wealth Advisors
Texas
$192M +$11.5M +6% 8.67% 63.8% 57 3.51%
SC
5858
Summa Corp
Texas
$192M +$19.6M +11% 30.6% 83 37.35%
BAM
5859
Ballast Asset Management
Texas
$192M +$2.63M +1% 6.38% 60 20%
CSA
5860
Cottage Street Advisors
Massachusetts
$192M -$7.71M -4% 10.6% 91.4% 117 14.53%
SS
5861
Spinecap SAS
France
$192M 13.5% 12
LWMI
5862
Legacy Wealth Management (Idaho)
Idaho
$192M +$50.6M +36% 292% 886 23.02%
LIS
5863
Legacy Investment Solutions
Idaho
$192M 292% 747
SIAM
5864
Sterling Investment Advisors (Missouri)
Missouri
$192M +$14.4M +8% 6.23% 37.8% 37 5.41%
CIC
5865
Cornercap Investment Counsel
Georgia
$192M +$1.28M +0.7% 4.68% 55.4% 165 15.76%
MUAMU
5866
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$192M +$7.91M +4% 14.2% 138% 118 13.56%
NF
5867
Nvest Financial
New Hampshire
$192M +$5.22M +3% 10.8% 75.6% 110 17.27%
CCP
5868
Cunning Capital Partners
North Carolina
$192M +$35.1M +22% 27.9% 180% 56 5.36%
BA
5869
Baugh & Associates
Georgia
$192M -$5.71M -3% 4.34% 83.8% 44 15.91%
ONSWM
5870
Old North State Wealth Management
North Carolina
$192M +$12.3M +7% 4.89% 76.7% 121 9.92%
YWM
5871
Yoder Wealth Management
California
$192M +$14.2M +8% 8.23% 58.9% 113 5.31%
FC
5872
Franchise Capital
Cayman Islands
$192M +$23.9M +14% 21.4% 537% 25 24%
VWA
5873
Valued Wealth Advisors
Utah
$192M +$25.1M +15% 8.19% 659 7.44%
KA
5874
Kerrisdale Advisers
Florida
$192M -$47.3M -20% 19.1% 49.7% 84 25%
FIC
5875
FCG Investment Company
Tennessee
$192M +$32.5M +20% 16.7% 117 50.43%