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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
KTC
6426
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% 326 7.67%
AFC
6427
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67%
ACA
6428
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 124% 22 9.09%
IFS
6429
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 60.6% 62 3.23%
SCM
6430
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% 32 6.25%
WBWA
6431
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% 266 41.73%
SCM
6432
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% 89 31.46%
BWA
6433
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% 20 10%
BP
6434
BCK Partners
New York
$207M +$22.2M +12% 11.1% 44.6% 28 7.14%
SBA
6435
Seven Bridges Advisors
New York
$207M 16.1% 16
RFMS
6436
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 415% 27 29.63%
EAM
6437
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% 213 17.84%
TDWM
6438
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 40% 59 5.08%
RWP
6439
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 89.7% 114 18.42%
LPCM
6440
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% 16 31.25%
CPW
6441
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 103% 85 14.12%
SWP
6442
Semus Wealth Partners
Florida
$207M +$27.9M +16% 16.5% 88.7% 121 16.53%
HA
6443
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 54.2% 71 11.27%
MKW
6444
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% 75 10.67%
AWS
6445
Aspen Wealth Strategies
Colorado
$207M +$19.3M +10% 11.1% 65.8% 91 3.3%
GGI
6446
GordonMD Global Investments
California
$207M +$63.1M +44% 29.6% 17 11.76%
OPF
6447
Old Peak Finance
North Carolina
$207M +$35.4M +21% 11.4% 107 26.17%
AWP
6448
Avid Wealth Partners
Texas
$207M -$5.01M -2% 14.9% 87 29.89%
SPI
6449
Sutton Place Investors
New York
$207M +$23.7M +13% 17.2% 74.3% 155 16.77%
AP
6450
Andera Partners
$206M +$29.6M +17% 8.14% 8 12.5%