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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)
Lake Hills Wealth Management
6526
Lake Hills Wealth Management
Texas
$145M -$1.61M -1% 1.15% 83.7% 76 61.84% 1
W.H. Cornerstone Investments
6527
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 1.37% 58.2% 125 17.6% 1.8
KFO
6528
Kopp Family Office
Minnesota
$145M -$13.2M -8% 9.36% 47.9% 29 31.03% 2.4
Cascade Wealth Advisors
6529
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 2.63% – 50 22% 1
MIM
6530
Meixler Investment Management
Arizona
$145M +$9.37M +7% 5.45% 60.8% 125 17.6% 1.6
Archer Investment Management
6531
Archer Investment Management
Texas
$145M -$17.9M -11% 0.19% – 65 23.08% 0.2
Wallace Advisory Group
6532
Wallace Advisory Group
California
$144M -$195K -0.1% 1.6% 50.9% 201 16.42% 1.6
L.K. Benson & Company
6533
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 3.45% – 100 7% 0.2
Kellett Wealth Advisors
6534
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 2.9% 76.3% 78 14.1% 1.9
Clark Financial Services Group
6535
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 3.93% 116% 103 29.13% 1.8
Amitell Capital
6536
Amitell Capital
Singapore
$144M +$21.1M +17% 4.12% 188% 57 47.37% 0.8
Monument Group Wealth Advisors
6537
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 1.09% 68.6% 54 14.81% 1
MWA Asset Management
6538
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 3.71% 174% 129 11.63% 1.3
Granite Group Advisors
6539
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 5.41% 74% 84 15.48% 1.1
Mission Hills Financial Advisory
6540
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 0.73% – 38 13.16% 0.4
LWM Advisory Services
6541
LWM Advisory Services
Florida
$144M +$167K +0.1% 0.76% 64.9% 101 10.89% 1.9
Lummis Asset Management
6542
Lummis Asset Management
Texas
$144M +$65.1M +82% 0.67% – 174 22.41% 1
Conscious Wealth Investments
6543
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 5.73% – 60 30% 0.9
Summit Rock Advisors
6544
Summit Rock Advisors
New York
$144M -$151M -51% 9.3% – 6 66.67% 1.1
Strive Asset Management
6545
Strive Asset Management
Ohio
$144M +$10.5M +8% 3.59% – 125 17.6% 0.2
CCA
6546
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 0.59% – 76 22.37% 0.2
Christian Investment Advisors
6547
Christian Investment Advisors
Texas
$144M +$5.57M +4% 0.14% – 12 0% 0.3
Disciplined Equity Management
6548
Disciplined Equity Management
Florida
$144M -$10.5M -7% 2.04% 72.3% 61 8.2% 2.3
Taylor Financial Group
6549
Taylor Financial Group
Virginia
$144M -$599K -0.4% 2% 79% 103 12.62% 1.1
Comprehensive Wealth Management
6550
Comprehensive Wealth Management
Washington
$144M +$10M +7% 1.23% 40.6% 35 20% 1.5