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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
KGC
6226
Kennon-Green & Company
Ohio
$100M 9.89% 43.3% 45
HA
6227
Hofer & Associates
California
$100M +$7.29M +8% 7.09% 54.2% 54 16.67%
OFG
6228
OTA Financial Group
New York
$100M -$16.2M -14% 3.43% 320% 138 73.19%
SFS
6229
Starfox Financial Services
Texas
$100M -$2.22M -2% 5.99% 25 12%
NCG
6230
Newport Capital Group
New Jersey
$100M -$92.8M -48% 6.82% 63 31.75%
RWIA
6231
Roger Wittlin Investment Advisory
California
$100M +$96.5M +2,623% 5.07% 54.1% 39 61.54%
APS
6232
American Planning Services
Florida
$100M +$100M +124,089% 6.93% 23.8% 29 20.69%
CSIA
6233
Conrad Siegel Investment Advisors
Pennsylvania
$100M +$11.4M +13% 10.2% 58.4% 31 38.71%
SAM
6234
Silphium Asset Management
United Kingdom
$100M -$11.1M -10% 26.7% 128% 61 65.57%
UL
6235
Unionview LLC
Washington
$100M +$12.4M +14% 8.15% 21.2% 81 17.28%
MIM
6236
Meixler Investment Management
Arizona
$100M +$14.4M +17% 13.3% 66.2% 108 23.15%
AIM
6237
Aurora Investment Managers
Florida
$99.9M -$689K -0.7% 0.7% 47% 50 6%
IIM
6238
InTrack Investment Management
Vermont
$99.9M +$9.44M +10% 7.85% 84.9% 132 26.52%
EL
6239
EMFO LLC
Florida
$99.9M -$5.18M -5% 10.7% 25.8% 328 8.84%
BU
6240
Builders Union
United Kingdom
$99.6M -$14.3M -13% 0.09% 12 0%
ONSWM
6241
Old North State Wealth Management
North Carolina
$99.5M +$13M +15% 11.8% 76.7% 64 9.38%
RIA
6242
Richwood Investment Advisors
Ohio
$99.4M +$8.31M +9% 11.5% 66% 105 2.86%
GWM
6243
Greenhouse Wealth Management
Connecticut
$99.3M +$9.3M +10% 7.87% 78.8% 53 11.32%
JWWM
6244
Johnson & White Wealth Management
Pennsylvania
$99.3M +$10.7M +12% 7.57% 76.5% 132 84.09%
ACM
6245
Alcosta Capital Management
California
$99.3M -$2.77M -3% 7.5% 175% 39 48.72%
VA
6246
Verdad Advisers
Massachusetts
$99.2M +$30.4M +44% 6.52% 34 41.18%
IIL
6247
Insight Inv LLC
California
$99.1M +$8.96M +10% 10.6% 136% 100 4%
AI
6248
Acuitas Investments
Washington
$99.1M +$2.64M +3% 27.1% 145% 49 32.65%
CFA
6249
Camarda Financial Advisors
Florida
$99.1M +$14M +16% 9.48% 196% 92 44.57%
SC
6250
Soundwatch Capital
Connecticut
$99.1M -$3.64M -4% 7.33% 68.6% 19 57.89%