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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
KSWA
5901
Kathleen S. Wright Associates
Pennsylvania
$136M 4.3% 66% 149
CWM
5902
Comprehensive Wealth Management
Washington
$136M +$30.7M +29% 1.54% 36.9% 23 17.39%
FAM
5903
Frontier Asset Management
Wyoming
$136M 4.77% 51.8% 36
UMC
5904
UNC Management Company
North Carolina
$136M 7.02% 92% 14
LA
5905
Lakeside Advisors
Washington
$136M 13.6% 63.2% 55
EFS
5906
Econ Financial Services
Pennsylvania
$136M 2.31% 16.9% 184
BCP
5907
Bluegrass Capital Partners
Florida
$136M -$21.1M -13% 8.71% 60.1% 16 31.25%
SA
5908
Syntax Advisors
New York
$136M 8.36% 238
AF
5909
Aldebaran Financial
$135M +$11.7M +9% 9.37% 89.7% 92 8.7%
PPG
5910
Peak Planning Group
Colorado
$135M +$19.2M +17% 10.7% 105% 85 11.76%
ACM
5911
Agincourt Capital Management
Virginia
$135M 5.02% 0.36% 4
SJIA
5912
St. James Investment Advisors
New York
$135M 5.69% 99
RF
5913
Robbins Farley
New Hampshire
$135M -$233K -0.2% 13.8% 98.2% 221 46.61%
AA
5914
Aufman Associates
Pennsylvania
$135M +$13.7M +11% 10.3% 136% 54 14.81%
CFAM
5915
Center For Asset Management
Florida
$135M +$16.3M +14% 5.98% 60.7% 136 33.82%
HBT
5916
Heartland Bank & Trust
Illinois
$135M +$19M +16% 15.6% 105% 146 39.73%
KSCM
5917
Kamunting Street Capital Management
Florida
$135M -$88.8M -40% 14.6% 7.47% 77 79.22%
NCG
5918
Newport Capital Group
New Jersey
$135M +$5.42M +4% 4.61% 64 14.06%
IF
5919
Integrity Financial
Wyoming
$135M 6.68% 66.3% 215
SSC
5920
Syverson Strege & Co
Iowa
$135M +$9.42M +8% 5.46% 66.8% 507 43.2%
PWMG
5921
Pinnacle Wealth Management Group
Michigan
$135M +$1.9M +1% 7.56% 55.7% 124 11.29%
AFA
5922
AllGen Financial Advisors
Florida
$135M +$12.4M +10% 6.97% 39.7% 39 20.51%
PP
5923
PFS Partners
New Jersey
$135M 6.31% 63.2% 351
GWM
5924
Gitterman Wealth Management
New Jersey
$135M +$10.3M +8% 5.95% 33% 108 41.67%
WPW
5925
Warther Private Wealth
Ohio
$135M +$22.6M +20% 14% 94.1% 130 16.15%