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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)
FA
5926
FF Advisors
California
$193M +$18.3M +11% 8.65% 59.7% 99 8.08% 1.2
Keyes Stange & Wooten Wealth Management
5927
Keyes Stange & Wooten Wealth Management
Florida
$193M +$16.7M +9% 7.79% – 74 13.51% 1.2
Pointe Capital Management
5928
Pointe Capital Management
Michigan
$193M +$21.7M +13% 8.8% 62.6% 157 3.82% 5.3
Lindenwold Advisors
5929
Lindenwold Advisors
Pennsylvania
$193M +$12.9M +7% 6.65% 75% 117 16.24% 2.4
Long Island Wealth Management
5930
Long Island Wealth Management
New York
$193M +$28.3M +17% 7.46% 58.2% 86 15.12% 1.2
LCM Capital Management
5931
LCM Capital Management
Illinois
$192M +$22.1M +13% 14.5% 128% 104 3.85% 3.2
C.V. Starr & Co
5932
C.V. Starr & Co
New York
$192M +$62.7M +48% 6.46% – 8 75% 0.8
FOCUS Wealth Advisors
5933
FOCUS Wealth Advisors
Texas
$192M +$11.5M +6% 8.67% 68.7% 57 3.51% 2.8
Summa Corp
5934
Summa Corp
Texas
$192M +$19.6M +11% 30.6% – 83 37.35% 0.9
Ballast Asset Management
5935
Ballast Asset Management
Texas
$192M +$2.63M +1% 6.38% 126% 60 20% 1.3
CSA
5936
Cottage Street Advisors
Massachusetts
$192M -$7.71M -4% 10.6% 95.8% 117 14.53% 2.7
Spinecap SAS
5937
Spinecap SAS
France
$192M – – 13.5% – 12 – 0.8
Legacy Investment Solutions
5938
Legacy Investment Solutions
Idaho
$192M – – 292% – 747 – 0.6
Legacy Wealth Management (Idaho)
5939
Legacy Wealth Management (Idaho)
Idaho
$192M +$50.6M +36% 292% – 886 23.02% 0.6
Sterling Investment Advisors (Missouri)
5940
Sterling Investment Advisors (Missouri)
Missouri
$192M +$14.4M +8% 6.23% 45.1% 37 5.41% 6.3
Cornercap Investment Counsel
5941
Cornercap Investment Counsel
Georgia
$192M +$1.28M +0.7% 4.68% 55.4% 165 15.76% 2.7
Mitsubishi UFJ Asset Management (UK)
5942
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$192M +$7.91M +4% 14.2% 151% 118 13.56% 2.1
Nvest Financial
5943
Nvest Financial
New Hampshire
$192M +$5.22M +3% 10.8% 92.8% 110 17.27% 1.6
CCP
5944
Cunning Capital Partners
North Carolina
$192M +$35.1M +22% 27.9% 268% 56 5.36% 1.6
Baugh & Associates
5945
Baugh & Associates
Georgia
$192M -$5.71M -3% 4.34% 98.8% 44 15.91% 5.3
Old North State Wealth Management
5946
Old North State Wealth Management
North Carolina
$192M +$12.3M +7% 4.89% 91.5% 121 9.92% 1.9
Yoder Wealth Management
5947
Yoder Wealth Management
California
$192M +$14.2M +8% 8.23% 69.3% 113 5.31% 1.7
FC
5948
Franchise Capital
Cayman Islands
$192M +$23.9M +14% 21.4% 537% 25 24% 0.6
Valued Wealth Advisors
5949
Valued Wealth Advisors
Utah
$192M +$25.1M +15% 8.19% – 659 7.44% 1.3
Kerrisdale Advisers
5950
Kerrisdale Advisers
Florida
$192M -$47.3M -20% 19.1% 78.8% 84 25% 1.8