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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
KFS
6151
Kaizen Financial Strategies
California
$101M +$238K +0.2% 13.5% 90.5% 127 25.2%
SWA
6152
Safir Wealth Advisors
New Hampshire
$101M +$3.25M +3% 5.26% 46.4% 15 6.67%
WTG
6153
West Tower Group
Virginia
$101M +$64.6M +176% 0.78% 72% 56 69.64%
OCM
6154
Ogborne Capital Management
California
$101M +$71.8M +244% 52.4% 223% 8 62.5%
CSI
6155
Cross Staff Investments
New York
$101M +$5.71M +6% 9.08% 81.2% 117 5.13%
RAM
6156
RK Asset Management
Michigan
$101M -$3.16M -3% 1.44% 47.6% 21 4.76%
PFA
6157
Petra Financial Advisors
Colorado
$101M +$10.1M +11% 3.52% 129% 107 34.58%
OC
6158
Oppenheimer & Close
New York
$101M -$759K -0.7% 2.88% 145% 62 3.23%
APW
6159
Axim Planning & Wealth
Ohio
$101M +$3.69M +4% 3.24% 13.2% 29 27.59%
CI
6160
Chartist Inc
California
$101M 6.68% 22
SMWM
6161
Silvia McColl Wealth Management
California
$101M -$915K -0.9% 4.51% 76.1% 107 7.48%
CIM
6162
Caldwell Investment Management
Ontario, Canada
$101M +$6.11M +6% 8.13% 178% 31 41.94%
ACL
6163
Applied Capital LLC
Florida
$101M -$153K -0.2% 4.88% 71% 80 6.25%
EFG
6164
Erickson Financial Group
Pennsylvania
$101M +$8.4M +9% 8.66% 63.3% 23 4.35%
PTCG
6165
Pring Turner Capital Group
California
$101M +$8.99M +10% 2.3% 68.8% 61 6.56%
CC
6166
Copperleaf Capital
North Carolina
$101M +$13.7M +16% 7.43% 102% 81 28.4%
SEA
6167
Stegent Equity Advisors
Texas
$101M +$17M +20% 1.41% 75.1% 66 4.55%
SSWM
6168
Strait & Sound Wealth Management
California
$101M +$8.98M +10% 15.8% 74.6% 114 4.39%
LHA
6169
Little Harbor Advisors
Massachusetts
$100M -$22.5M -18% 6.23% 48.4% 4 50%
KA
6170
Kearns & Associates
California
$100M +$5.48M +6% 6.88% 69.4% 42 2.38%
VCWA
6171
Vanguard Capital Wealth Advisors
Colorado
$100M +$14M +16% 15% 225% 134 19.4%
PWA
6172
Pillar Wealth Advisors
Pennsylvania
$100M -$3.37M -3% 5.44% 21.9% 69 15.94%
RIA
6173
Richwood Investment Advisors
Ohio
$100M +$856K +0.9% 2.64% 53.9% 107 5.61%
APM
6174
Advanced Portfolio Management
New York
$100M 2.28% 19.8% 70
BFG
6175
Buttonwood Financial Group
Missouri
$100M -$9.79M -9% 7.36% 56.6% 35 54.29%