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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)
LWA
6101
Legacy Wealth Advisors
Florida
$231M +$35.1M +18% 12.8% – 155 34.19% 0.3
PFG Private Wealth Management
6102
PFG Private Wealth Management
Florida
$231M -$5.05M -2% 9.55% 52.6% 86 26.74% 1.6
CarsonAllaria Wealth Management
6103
CarsonAllaria Wealth Management
Illinois
$231M +$28.4M +14% 11.9% 51.7% 75 13.33% 3.8
AGP Franklin
6104
AGP Franklin
Tennessee
$231M +$30.4M +15% 24.1% – 107 26.17% 1
Cooper Capital Advisors
6105
Cooper Capital Advisors
California
$231M +$87.7M +61% 17.1% – 44 27.27% 0.9
Harold Davidson & Associates
6106
Harold Davidson & Associates
California
$231M +$24.7M +12% 22.7% – 66 19.7% 1.3
BWM
6107
Bullock Wealth Management
Indiana
$231M +$31.2M +16% 18% 101% 650 10.92% 2.5
Note Advisors
6108
Note Advisors
New York
$231M +$30.5M +15% 7.96% – 88 5.68% 1.3
Burrus Financial Services
6109
Burrus Financial Services
Utah
$230M +$11.9M +5% 6.76% 31.3% 11 0% 2.3
Kensington Investment Counsel
6110
Kensington Investment Counsel
California
$230M +$22.5M +11% 21.1% 81.9% 93 19.35% 3.3
Strive Financial Group
6111
Strive Financial Group
Indiana
$230M +$41.6M +22% 16.3% – 944 29.34% 0.4
Banyan Capital Management
6112
Banyan Capital Management
Georgia
$230M -$1.96M -0.8% 4.14% 42.5% 55 0% 2.2
LCM Capital Management
6113
LCM Capital Management
Illinois
$230M +$30.7M +15% 19% 128% 132 18.94% 3.2
BDFS Capital
6114
BDFS Capital
Delaware
$230M +$22.2M +11% 6.77% – 149 30.2% 0.4
International City Management Association Retirement Corp
6115
International City Management Association Retirement Corp
District of Columbia
$230M +$34.8M +18% 9.68% 48.1% 6 0% 2.6
Matrix Private Capital Group
6116
Matrix Private Capital Group
New York
$230M +$22.5M +11% 9.57% 62.5% 148 8.11% 4.3
Azarias Capital Management
6117
Azarias Capital Management
Pennsylvania
$230M +$6.68M +3% 9.32% 58.2% 25 12% 2.5
Integrity Investment Advisors
6118
Integrity Investment Advisors
Colorado
$230M +$45.4M +25% 16.9% – 79 15.19% 0.9
LS
6119
LCW Services
Virginia
$230M +$28.4M +14% 11.7% – 40 2.5% 0.5
AIFS
6120
A&I Financial Services
Colorado
$230M +$18.5M +9% 11.4% – 86 25.58% 1.8
Catalys Pacific
6121
Catalys Pacific
Japan
$229M -$1.26M -0.5% 0.54% – 2 0% 2.5
Highland Investment Advisors
6122
Highland Investment Advisors
Florida
$229M – – 9.85% – 734 – 0
Alhambra Investment Management
6123
Alhambra Investment Management
Florida
$229M +$12.6M +6% 9.94% 67.7% 189 10.58% 3.8
Catherine Avery Investment Management
6124
Catherine Avery Investment Management
Florida
$229M +$5.55M +2% 15% – 173 41.04% 0.9
Paul R. Ried Financial Group
6125
Paul R. Ried Financial Group
Washington
$229M +$13.8M +6% 6.75% – 47 12.77% 1.1