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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
FIA
6501
FPC Investment Advisory
California
$146M +$8.89M +7% 0.87% 283 90.46%
WI
6502
Wafra Inc
New York
$146M -$40.3M -22% 21.5% 45.9% 2 0%
AA
6503
Aufman Associates
Pennsylvania
$145M -$2.68M -2% 1.9% 136% 61 9.84%
IIL
6504
Insight Inv LLC
California
$145M +$1.75M +1% 0.26% 136% 139 15.11%
AWM
6505
Allen Wealth Management
North Carolina
$145M +$5.68M +4% 3.45% 61 3.28%
AIM
6506
AHL Investment Management
Florida
$145M +$2.27M +2% 2.84% 57.7% 70 5.71%
SFP
6507
Strategic Financial Planning
Texas
$145M -$1.72M -1% 0.85% 47.5% 37 5.41%
AWM
6508
Aberdeen Wealth Management
Illinois
$145M -$983K -0.7% 1.73% 73.1% 171 10.53%
TCP
6509
TSG Consumer Partners
California
$145M -$38.8M -21% 17.9% 70.1% 1 0%
ACG
6510
Ampersand Capital Group
California
$145M -$4.39M -3% 7.19% 7 0%
SR
6511
Syntax Research
Florida
$145M +$5.38M +4% 1.31% 42.9% 189 10.58%
LHWM
6512
Lake Hills Wealth Management
Texas
$145M -$1.61M -1% 1.15% 78.8% 76 61.84%
WHCI
6513
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 1.37% 51.4% 125 17.6%
KFO
6514
Kopp Family Office
Minnesota
$145M -$13.2M -8% 9.36% 34% 29 31.03%
CWA
6515
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 2.63% 50 22%
MIM
6516
Meixler Investment Management
Arizona
$145M +$9.37M +7% 5.45% 66.2% 125 17.6%
AIM
6517
Archer Investment Management
Texas
$145M -$17.9M -11% 0.19% 65 23.08%
WAG
6518
Wallace Advisory Group
California
$144M -$195K -0.1% 1.6% 50.9% 201 16.42%
LKBC
6519
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 3.45% 100 7%
KWA
6520
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 2.9% 68.1% 78 14.1%
CFSG
6521
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 3.93% 102% 103 29.13%
AC
6522
Amitell Capital
Singapore
$144M +$21.1M +17% 4.12% 196% 57 47.37%
MGWA
6523
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 1.09% 54 14.81%
MAM
6524
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 3.71% 174% 129 11.63%
GGA
6525
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 5.41% 84 15.48%