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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 Avg Holding
Period (Yrs)
Kaizen Financial Strategies
5901
Kaizen Financial Strategies
California
$160M +$12.9M +9% 6.34% 126% 161 36.65% 1.7
LCM Capital Management
5902
LCM Capital Management
Illinois
$160M +$5.6M +4% 3.94% 128% 97 11.34% 2.7
Carl Stuart Investment Advisor
5903
Carl Stuart Investment Advisor
Texas
$160M +$5.65M +4% 2.81% 84.4% 16 12.5% 1.7
IF
5904
Integrity Financial
Wyoming
$160M +$14M +10% 4% 66.3% 221 7.24% 1.9
David J. Yvars Group
5905
David J. Yvars Group
Florida
$160M +$11.5M +8% 8.87% 143% 83 14.46% 2.2
Platinum Equity
5906
Platinum Equity
California
$160M +$12.8M +9% 14% 52.7% 6 0% 2.1
Profit Investment Management
5907
Profit Investment Management
Maryland
$160M -$17.2M -10% 3.71% 101% 83 9.64% 6.3
II
5908
Ironclad Investments
Florida
$160M +$4.41M +3% 4.07% – 3 0% 0.5
Adapt Wealth Advisors
5909
Adapt Wealth Advisors
Georgia
$160M +$19.1M +14% 1.49% – 65 26.15% 0.2
MA
5910
McBroom & Associates
Nevada
$160M +$7.73M +5% 6.49% 133% 33 0% 2.1
Cetera Trust Company
5911
Cetera Trust Company
Minnesota
$159M -$6.9M -4% 3.53% – 427 7.49% 0.5
Private Client Services
5912
Private Client Services
Kentucky
$159M +$10.3M +7% 3.23% 72% 152 25% 0.4
MGO Private Wealth
5913
MGO Private Wealth
California
$159M -$168K -0.1% 2.23% 51.5% 85 9.41% 1.3
Matrix Private Capital Group
5914
Matrix Private Capital Group
New York
$159M +$11.6M +8% 1.98% 62.5% 151 5.96% 3.3
LFWA
5915
LBJ Family Wealth Advisors
Texas
$159M +$1.74M +1% 0.29% 64.9% 28 17.86% 6.1
Graphene Investments SAS
5916
Graphene Investments SAS
France
$159M -$6.8M -4% 0.41% 103% 47 10.64% 1.2
Burns Matteson Capital Management
5917
Burns Matteson Capital Management
New York
$159M +$4.45M +3% 2.65% 137% 192 37.5% 1.3
KC
5918
Kades & Cheifetz
Pennsylvania
$159M +$2.83M +2% 1.62% – 94 6.38% 1.2
KA
5919
Kailix Advisors
Florida
$159M -$12M -7% 20.2% 16.3% 9 55.56% 0.8
Alliance Wealth Advisors (Pennsylvania)
5920
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$159M +$269K +0.2% 1.04% 74.4% 140 7.14% 2.4
Criterion Capital Advisors
5921
Criterion Capital Advisors
Tennessee
$159M +$8.81M +6% 1.61% – 360 7.5% 0.5
Brogan Financial
5922
Brogan Financial
Tennessee
$159M +$7.17M +5% 2.57% 46.4% 47 10.64% 1.1
Vaughan & Co Securities
5923
Vaughan & Co Securities
New Jersey
$159M +$1.44M +0.9% 1% 70.7% 59 13.56% 2.9
Prosperity Financial Group
5924
Prosperity Financial Group
California
$158M -$3.42M -2% 5.29% 108% 158 17.72% 1
FinDec Wealth Services
5925
FinDec Wealth Services
California
$158M -$657K -0.4% 1.75% 47.6% 45 13.33% 1.2