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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 Avg Holding
Period (Yrs)
GAA
6326
Global Assets Advisory
Florida
$98.1M +$3.23M +3% 9.05% 85.9% 161 44.1% 0.5
AC
6327
AWH Capital
Texas
$98M +$17.6M +22% 12.6% 183% 28 14.29% 2.3
AC
6328
Aldebaran Capital
Indiana
$97.9M +$1.21M +1% 0.23% 80.4% 36 11.11% 0.2
SWA
6329
Sightline Wealth Advisors
Connecticut
$97.9M +$5.17M +6% 4.89% 44.4% 63 17.46% 1.5
LIM
6330
Lancaster Investment Management
United Kingdom
$97.9M +$26.8M +38% 24.4% 18% 4 0% 1.2
UAML
6331
US Asset Management LLC
Pennsylvania
$97.9M +$5.23M +6% 9.86% – 245 4.9% 1.2
BWM
6332
BlackDiamond Wealth Management
New York
$97.7M +$9.46M +11% 5.13% 70.8% 130 28.46% 0.8
UONDDL
6333
University of Notre Dame du Lac
Indiana
$97.6M -$14.9M -13% 0.04% – 1 0% 0.5
DWA
6334
Delap Wealth Advisory
Oregon
$97.5M +$1.89M +2% 5.78% 73% 74 32.43% 0.2
BIA
6335
Benchmark Investment Advisors
Illinois
$97.4M +$2.71M +3% 16.5% – 97 12.37% 1
KOMWMG
6336
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97.2M +$10.3M +12% 4.1% 64.9% 132 55.3% 1.6
CNWM
6337
Clay Northam Wealth Management
California
$97.2M +$10.4M +12% 14.8% 125% 85 14.12% 1
CAM
6338
Costello Asset Management
Pennsylvania
$97.2M -$13.8M -12% 2.49% 65.9% 223 8.07% 2.4
FWMM
6339
Foundation Wealth Management (Missouri)
Missouri
$97.1M -$1.33M -1% 5.64% 64% 41 17.07% 0.2
LFGH
6340
Lee Financial Group Hawaii
Hawaii
$97.1M -$4.58M -5% 2.33% 12.9% 41 48.78% 1.7
GITFIT
6341
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$97.1M +$26.6M +38% 17.6% 105% 131 38.93% 0.6
WFS
6342
Walker Financial Services
Kentucky
$97M $0 0% 2.19% 18.9% 24 0% 0.8
MWM
6343
Massachusetts Wealth Management
Massachusetts
$97M -$6.54M -6% 1.08% 106% 81 2.47% 0.2
MCM
6344
McDonough Capital Management
Florida
$96.9M +$10.6M +12% 14.3% 98.1% 41 0% 1.1
LJCM
6345
Lee Johnson Capital Management
Texas
$96.8M +$43.2M +80% 11.5% 118% 26 42.31% 1
AI
6346
Acuitas Investments
Washington
$96.8M -$2.33M -2% 16.3% 145% 48 31.25% 1
MCA
6347
Martin Capital Advisors
Texas
$96.8M +$7.33M +8% 14.6% 140% 62 3.23% 1.1
BP
6348
BFAM Partners
Hong Kong
$96.7M +$4.3M +5% 4.74% 36.4% 12 66.67% 0.5
AC
6349
Amitell Capital
Singapore
$96.6M -$8.4M -8% 9.21% 196% 41 41.46% 0.4
LC
6350
LTG Capital
Massachusetts
$96.6M +$3.82M +4% 4.51% 56% 26 0% 1.1