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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
KCM
6201
Kennicott Capital Management
California
$175M +$22.1M +14% 14.4% 85.5% 49 14.29%
SWIM
6202
Smallwood Wealth Investment Management
New Jersey
$175M +$16.4M +10% 7.89% 67.4% 585 16.92%
BC
6203
Beaconlight Capital
New York
$175M +$25.9M +17% 22.4% 282% 37 56.76%
FAG
6204
Fortitude Advisory Group
Washington
$175M +$35.7M +26% 17.2% 131% 224 12.5%
SWMP
6205
Signature Wealth Management Partners
New Jersey
$175M +$22.2M +15% 9.82% 80.4% 114 13.16%
VB
6206
Value Base
Israel
$175M +$22.1M +14% 17% 8 12.5%
SERBOO
6207
School Employees Retirement Board of Ohio
Ohio
$175M +$2.44M +1% 1.89% 4 25%
SVBP
6208
Strategic Value Bank Partners
Ohio
$175M +$18.7M +12% 0.49% 98.1% 16 25%
MPWS
6209
McCarter Private Wealth Services
Massachusetts
$175M +$22.2M +15% 13.7% 121 19.83%
MA
6210
McBroom & Associates
Nevada
$175M $0 0% 11% 133% 37 0%
AWP
6211
Avid Wealth Partners
Texas
$175M +$27.4M +19% 14.8% 62 37.1%
LHWM
6212
Lake Hills Wealth Management
Texas
$175M +$29.9M +21% 10.6% 78.8% 69 60.87%
BDL
6213
Banque de Luxembourg
Luxembourg
$175M -$252K -0.1% 5.57% 87 0%
CQWA
6214
Chokshi & Queen Wealth Advisors
California
$175M +$10.6M +6% 13.8% 58 15.52%
KA
6215
Kearns & Associates
California
$174M +$20.3M +13% 10.3% 69.4% 45 8.89%
BCM
6216
Brookmont Capital Management
Texas
$174M -$2.8M -2% 3.3% 36.6% 54 1.85%
KTC
6217
Kentucky Trust Company
Kentucky
$174M +$6.2M +4% 5.71% 310 7.74%
PWMG
6218
Pinnacle Wealth Management Group
Michigan
$174M +$31M +22% 7.21% 55.7% 125 19.2%
VCS
6219
Vaughan & Co Securities
New Jersey
$174M +$12.9M +8% 8.3% 65.6% 57 3.51%
WAL
6220
W Advisors LLC
Tennessee
$174M +$14.6M +9% 9.33% 73.8% 134 17.16%
T
6221
Tableaux
Massachusetts
$174M +$35.6M +26% 9.09% 123 29.27%
GAA
6222
Guardian Asset Advisors
Pennsylvania
$174M +$20.8M +14% 12.7% 107 7.48%
FB
6223
First Bancorp
Maine
$174M +$20.2M +13% 8.61% 73.8% 132 10.61%
STA
6224
Smith Thornton Advisors
Alabama
$174M +$13.3M +8% 7.25% 140 12.14%
DFA
6225
DHK Financial Advisors
New Hampshire
$174M -$8.43M -5% 5.33% 46.1% 92 7.61%