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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
LAM
6176
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 1.02% 65.3% 121 9.09%
PSC
6177
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 0.84% 63.9% 71 8.45%
AFS
6178
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 1.78% 61.9% 89 23.6%
DFA
6179
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 0.55% 46.1% 103 57.28%
MFA
6180
McClarren Financial Advisors
Pennsylvania
$143M +$3.99M +3% 1.88% 55.3% 385 15.06%
BFS
6181
Burr Financial Services
California
$143M +$15.1M +12% 20.9% 34 17.65%
PTCG
6182
Pring Turner Capital Group
California
$143M +$6.07M +4% 1.27% 70.8% 72 13.89%
SAG
6183
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 4.62% 267 6.37%
SP
6184
Successful Portfolios
Florida
$143M -$3.44M -2% 4.77% 101% 172 8.72%
OM
6185
OV Management
Minnesota
$143M +$5.21M +4% 6.04% 65 12.31%
ALWM
6186
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 0.57% 59.7% 27 0%
MWM
6187
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 2.27% 42.9% 202 4.95%
CWM
6188
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 4.32% 56.4% 50 22%
DIS
6189
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 0.13% 86% 51 7.84%
PCM
6190
Presidio Capital Management
California
$143M +$5.9M +4% 0.37% 56.1% 68 39.71%
NCM
6191
Northland Capital Management
Minnesota
$143M -$10.8K -0% 0.33% 36.1% 32 9.38%
LC
6192
Lakehouse Capital
Australia
$143M +$14.2M +11% 7.72% 47.2% 15 6.67%
CI
6193
Carroll Investors
South Carolina
$143M +$9.89M +7% 10.9% 241% 26 23.08%
DCI
6194
Data Collective IV
California
$143M +$27.4M +24% 24.2% 317% 6 16.67%
BCM
6195
BluePath Capital Management
Georgia
$143M +$10.1M +8% 2.74% 101% 125 16.8%
EAM
6196
Exane Asset Management
France
$143M +$13M +10% 6.64% 77.5% 21 52.38%
CA
6197
Carson Advisory
Georgia
$143M +$354K +0.2% 1.28% 68.6% 181 12.71%
CTFG
6198
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 4.9% 104 12.5%
PS
6199
Pennant Select
New Jersey
$142M +$9.52M +7% 12.3% 11 18.18%
SFG
6200
SVB Financial Group
Texas
$142M -$38.9M -21% 15% 13 15.38%