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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
KWA
6076
Kellett Wealth Advisors
Ohio
$144M +$10M +7% 7.65% 68.1% 86 6.98%
BAM
6077
Byrne Asset Management
New Jersey
$144M +$13.1M +10% 11.5% 116% 604 35.43%
WFAG
6078
Worth Financial Advisory Group
North Carolina
$144M +$19.2M +15% 9.15% 60.9% 146 15.75%
NCFG
6079
New Century Financial Group
New Jersey
$144M +$28.6M +25% 8.29% 204 33.82%
HP
6080
Highlander Partners
Texas
$144M +$19.2M +15% 21.5% 221% 45 53.33%
SC
6081
Solstein Capital
California
$144M +$9.08M +7% 8.16% 83.6% 320 6.88%
FCM
6082
Fourpath Capital Management
Oklahoma
$144M -$2.97M -2% 6.83% 78% 148 13.51%
TC
6083
Tacita Capital
Ontario, Canada
$144M +$9.15M +7% 6.03% 60.3% 229 10.92%
IP
6084
Isomer Partners
New York
$144M -$77.2M -35% 11.9% 57.2% 14 42.86%
MRI
6085
Mad River Investors
Massachusetts
$144M +$36.3M +34% 17.5% 206% 29 17.24%
DAM
6086
Diamant Asset Management
Connecticut
$144M +$9.06M +7% 7.31% 63.6% 73 6.85%
PD
6087
Planning Directions
Pennsylvania
$144M +$3.75M +3% 5.58% 36.4% 80 18.75%
LAIC
6088
Lederer & Associates Investment Counsel
California
$144M +$8.84M +7% 9.78% 75.5% 89 2.25%
EC
6089
EJF Capital
Virginia
$144M -$47.4M -25% 0.8% 102% 102 16.67%
MCWA
6090
Meadow Creek Wealth Advisors
Georgia
$144M +$40.9M +40% 11.9% 132 23.48%
MWM
6091
Meritas Wealth Management
California
$144M +$10.3M +8% 4.44% 63% 53 13.21%
FCM
6092
Family Capital Management
Michigan
$143M +$2.42M +2% 9.87% 57.3% 77 14.29%
DC
6093
Destiny Capital
Colorado
$143M +$203K +0.1% 5.79% 50 10%
NCMW
6094
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 9.26% 80% 38 21.05%
BFP
6095
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 8.49% 58.7% 36 5.56%
TSW
6096
Three Seasons Wealth
Utah
$143M +$29.2M +26% 15.1% 94 26.6%
NCM
6097
Northland Capital Management
Minnesota
$143M -$6.68M -4% 3.83% 36.1% 32 3.13%
CG
6098
Clarus Group
Texas
$143M +$10.7M +8% 9.79% 65.5% 109 8.26%
SF
6099
SWP Financial
California
$143M +$13.9M +11% 5.35% 49 12.24%
MSCM
6100
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 8.11% 53.1% 2 0%