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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
LA
6501
Lakeside Advisors
Washington
$151M -$7.96M -5% 2.22% 63.2% 65 4.62%
SIA
6502
Stegner Investment Associates
Kentucky
$151M +$3.93M +3% 3.23% 75.3% 27 11.11%
WWM
6503
Wolff Wiese Magana
California
$151M +$4.89M +3% 3.67% 136% 1,025 10.15%
SWP
6504
Semus Wealth Partners
Florida
$151M +$8.06M +6% 5.76% 88.7% 126 15.08%
CWM
6505
Cadence Wealth Management
Massachusetts
$151M +$28M +23% 7.8% 56.4% 49 12.24%
DWM
6506
Defined Wealth Management
Oregon
$151M -$3.02M -2% 0.52% 70.3% 110 4.55%
LI
6507
LifeWealth Investments
Florida
$151M 0.78% 148
BAM
6508
Bastion Asset Management
Canada
$151M 9.83% 46
SCM
6509
Solas Capital Management
Connecticut
$151M +$8.13M +6% 5.92% 62.5% 20 15%
HFW
6510
Horizon Family Wealth
Illinois
$151M +$10.4M +7% 1.05% 68.6% 91 24.18%
PCM
6511
Palouse Capital Management
Washington
$150M -$7.95M -5% 2.8% 67.8% 142 16.2%
MAM
6512
MWA Asset Management
Massachusetts
$150M -$27.8K -0% 3.78% 174% 135 12.59%
O3W
6513
Omni 360 Wealth
New Jersey
$150M +$4.71M +3% 0.57% 114 7.02%
FDDB
6514
Fidelity D&D Bancorp
Pennsylvania
$150M -$73.1K -0% 1.35% 59.6% 115 10.43%
NWMG
6515
National Wealth Management Group
Ohio
$150M +$2.61M +2% 4.6% 123% 179 39.66%
BOJHT
6516
Bank of Jackson Hole Trust
Wyoming
$150M 1.43% 516
ACA
6517
Apis Capital Advisors
New York
$150M +$6.4M +4% 38.9% 1,532% 38 36.84%
CGA
6518
Channing Global Advisors
Florida
$150M +$31.6M +27% 1.62% 131% 58 24.14%
WSL
6519
Western Standard LLC
California
$150M +$43.5M +41% 1.54% 83.7% 28 42.86%
WLG
6520
Williamson Legacy Group
Indiana
$150M +$413K +0.3% 6.04% 135 37.04%
LWP
6521
LeClair Wealth Partners
Ohio
$150M 2.16% 96
SA
6522
Stonebridge Advisors
Connecticut
$150M +$631K +0.4% 4.34% 3.35% 5 40%
SAM
6523
Sectoral Asset Management
Quebec, Canada
$150M -$19.5M -12% 0.63% 168% 99 22.22%
SIA
6524
Spectrum Investment Advisors
Wisconsin
$150M +$3.98M +3% 0.91% 30 20%
RHDIC
6525
R.H. Dinel Investment Counsel
California
$150M -$10.3M -6% 4.91% 34.1% 42 0%