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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)
KTC
6451
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% – 326 7.67% 1.3
AFC
6452
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67% 8.4
Arena Capital Advisors
6453
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 127% 22 9.09% 1.7
IFS
6454
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 63.5% 62 3.23% 3.8
Sheridan Capital Management
6455
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% – 32 6.25% 1.8
WBWA
6456
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% – 266 41.73% 1.2
Stonebridge Capital Management
6457
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% – 89 31.46% 8.4
Babb Wealth Advisors
6458
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% – 20 10% 1.3
BCK Partners
6459
BCK Partners
New York
$207M +$22.2M +12% 11.1% 46% 28 7.14% 4.1
Seven Bridges Advisors
6460
Seven Bridges Advisors
New York
$207M – – 16.1% – 16 – 1.1
RFMS
6461
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 446% 27 29.63% 1.7
Everstar Asset Management
6462
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% – 213 17.84% 1.2
Topel & Distasi Wealth Management
6463
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 40% 59 5.08% 3.9
Ridgecrest Wealth Partners
6464
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 103% 114 18.42% 3.3
LPCM
6465
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% – 16 31.25% 0.9
Catalyst Private Wealth
6466
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 120% 85 14.12% 3.6
SWP
6467
Semus Wealth Partners
Florida
$207M +$27.9M +16% 16.5% 107% 121 16.53% 2.4
Hofer & Associates
6468
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 61.7% 71 11.27% 2.8
MKW
6469
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% – 75 10.67% 1.5
Aspen Wealth Strategies
6470
Aspen Wealth Strategies
Colorado
$207M +$19.3M +10% 11.1% 65.8% 91 3.3% 2.4
GordonMD Global Investments
6471
GordonMD Global Investments
California
$207M +$63.1M +44% 29.6% – 17 11.76% 0.4
Old Peak Finance
6472
Old Peak Finance
North Carolina
$207M +$35.4M +21% 11.4% – 107 26.17% 0.4
Avid Wealth Partners
6473
Avid Wealth Partners
Texas
$207M -$5.01M -2% 14.9% – 87 29.89% 1.1
SPI
6474
Sutton Place Investors
New York
$207M +$23.7M +13% 17.2% 84% 155 16.77% 2.1
Andera Partners
6475
Andera Partners
$206M +$29.6M +17% 8.14% – 8 12.5% 0.4