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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
SFSG
6176
Sound Financial Strategies Group
Mississippi
$66.6M -$61M -48% 0.64% 18.2% 50 56%
ACA
6177
Apis Capital Advisors
New York
$66.6M -$22.2M -25% 0.76% 1,035% 32 31.25%
KOMWMG
6178
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$66.4M -$619K -0.9% 6.81% 60.2% 57 17.54%
AE
6179
AMH Equity
New York
$66.2M +$8.29M +14% 2.7% 267% 29 48.28%
CFAM
6180
Coury Firm Asset Management
Pennsylvania
$66.2M -$9.2M -12% 5.72% 48 4.17%
KCS
6181
Koonce Calvin Scott
$66M -$4.07M -6% 5.8% 67.9% 1 0%
SPI
6182
Sutton Place Investors
New York
$66M -$2.76M -4% 5.1% 55.9% 74 31.08%
ACK
6183
Andrew C. Karlinski
$66M -$2.14M -3% 4.63% 390 35.38%
CFG
6184
CNO Financial Group
Indiana
$65.9M -$375K -0.6% 0.68% 6 0%
MPCL
6185
My Personal CFO LLC
Washington
$65.8M -$12.1M -16% 0.96% 67.3% 64 20.31%
LHEI
6186
Leo H. Evart Inc
California
$65.6M -$16.6M -20% 4.81% 38 13.16%
K
6187
Kemper
Illinois
$65.6M -$5.08M -7% 7.17% 28.6% 3 0%
KCIA
6188
Kingsbury Capital Investment Advisors
Illinois
$65.6M -$7.11M -10% 1.85% 96 22.92%
IP
6189
Invenire Partners
Connecticut
$65.4M -$9.91M -13% 3.15% 36 47.22%
SF
6190
SBK Financial
Virginia
$65.1M -$11.4M -15% 5.91% 69 10.14%
LCM
6191
Lewis Capital Management
California
$65.1M -$4.93M -7% 5.3% 60 5%
WI
6192
Wedgewood Investors
Pennsylvania
$65M -$5.71M -8% 2.88% 90 7.78%
NWA
6193
Navis Wealth Advisors
New York
$64.8M -$28.6M -31% 3.74% 142% 99 21.21%
LDFO
6194
Louis-Dreyfus Family Office
Connecticut
$64.7M -$9.67M -13% 8.57% 6 16.67%
BAM
6195
Bosun Asset Management
Illinois
$64.7M -$7.98M -11% 4.88% 240% 76 35.53%
YSP
6196
Yarra Square Partners
New York
$64.4M -$15M -19% 1.83% 55.9% 20 10%
SAM
6197
Stringer Asset Management
Tennessee
$64.2M +$17.5M +38% 4.6% 16.4% 36 47.22%
OMC
6198
OUP Management Company
Pennsylvania
$64.2M -$8.44M -12% 1.12% 15 0%
OFA
6199
Oaktree Fund Advisors
California
$64.2M +$7.21M +13% 3.88% 138% 39 2.56%
GEH
6200
General Equity Holdings
New York
$64.2M -$16.3M -20% 3.51% 1,293% 14 35.71%