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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
AA
6201
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 10.1% 226 45.58%
KFS
6202
Kaizen Financial Strategies
California
$101M +$2.51M +3% 5.52% 116% 140 30%
AWA
6203
Archvest Wealth Advisors
California
$101M +$3.56M +4% 4.93% 47.8% 44 13.64%
ACG
6204
Allen Capital Group
Nebraska
$101M -$335M -77% 4.93% 56.9% 185 92.43%
GPTE
6205
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 17.7% 140% 29 10.34%
ACL
6206
Applied Capital LLC
Florida
$101M 13.6% 71% 79
MHWM
6207
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 8.74% 74.1% 56 16.07%
SA
6208
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 4.63% 146% 127 48.82%
LC
6209
Lakehouse Capital
Australia
$101M +$9.54M +10% 3.14% 47.2% 14 0%
SFB
6210
STAR Financial Bank
Indiana
$101M 9.78% 53.4% 91
FA
6211
Financial Alternatives
California
$101M 7.79% 50.2% 78
RPM
6212
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 4.41% 45.6% 1 0%
CWA
6213
Continuum Wealth Advisors
New York
$101M 8.2% 61.4% 46
CI
6214
CPR Investments
Michigan
$101M +$22.9M +29% 1.8% 79.3% 49 59.18%
5SA
6215
5th Street Advisors
Connecticut
$101M +$5.96M +6% 9.84% 47.5% 18 16.67%
OCM
6216
Objective Capital Management
Ohio
$101M +$6.85M +7% 7.92% 96 13.54%
DWMS
6217
Dominguez Wealth Management Solutions
Virginia
$101M 6.91% 47.2% 57
ASA
6218
Armstrong Shaw Associates
Connecticut
$101M +$7.33M +8% 10.3% 51.2% 44 11.36%
KCM
6219
KM Capital Management
Texas
$101M 6.98% 60.8% 45
ASI
6220
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 8.89% 19.9% 39 23.08%
CIA
6221
Cladis Investment Advisory
Montana
$100M +$8.12M +9% 10.4% 131% 135 9.63%
HLCM
6222
Hickory Lane Capital Management
New York
$100M +$4.22M +4% 9.46% 28 3.57%
OFA
6223
Onyx Financial Advisors
Idaho
$100M 9.33% 52.5% 10
LHWM
6224
Lake Hills Wealth Management
Texas
$100M -$9.88M -9% 1.45% 78.8% 69 100%
G
6225
Greycroft
New York
$100M -$39.7M -28% 28.2% 20% 3 0%