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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
TBBL
6526
True Blue (BVI) Ltd
$137M -$25.5M -16% 15.6% 5 20%
LCAM
6527
Long Corridor Asset Management
Hong Kong
$137M +$3.45M +3% 2.91% 58.7% 28 67.86%
LAIC
6528
Lederer & Associates Investment Counsel
California
$137M -$6.65M -5% 1.22% 75.5% 89 13.48%
SFB
6529
STAR Financial Bank
Indiana
$137M -$2.31M -2% 1.72% 48.4% 116 15.52%
AFS
6530
AFG Fiduciary Services
Massachusetts
$137M -$5.09M -4% 2.72% 61.9% 80 18.75%
DWMS
6531
Dominguez Wealth Management Solutions
Virginia
$136M -$560K -0.4% 1.68% 47.2% 62 6.45%
LMC
6532
Lightspeed Management Company
California
$136M -$147M -52% 23.7% 11 27.27%
LHCM
6533
Lloyd Harbor Capital Management
New York
$136M -$16.3M -11% 14.2% 206% 24 50%
IWA
6534
Integrity Wealth Advisors
California
$136M -$777K -0.6% 1.02% 72 23.61%
KFG
6535
Kingdom Financial Group
Arizona
$136M -$9.91M -7% 0.01% 33% 52 17.31%
TIM
6536
Thor Investment Management
Ohio
$136M +$6.38M +5% 7.56% 46 13.04%
FFWM
6537
Future Financial Wealth Management
Ohio
$136M -$378K -0.3% 1.63% 59.5% 460 5.43%
SWR
6538
Spahn Wealth & Retirement
Arizona
$136M -$16.2M -11% 8.09% 36 22.22%
OCM
6539
Orser Capital Management
Texas
$136M -$9.06M -6% 3.51% 122% 51 27.45%
BWM
6540
BankPlus Wealth Management
Mississippi
$136M +$1.96M +1% 1.92% 109 14.68%
LFA
6541
Legend Financial Advisors
Pennsylvania
$136M -$5.6M -4% 0.43% 117% 270 87.04%
CCA
6542
Cottonwood Capital Advisors
Utah
$136M -$3.43M -2% 1.25% 78.3% 137 14.6%
SL
6543
SFM LLC
New Hampshire
$136M -$5.86M -4% 2.97% 62 14.52%
FCM
6544
Fire Capital Management
California
$136M +$1.72M +1% 3.37% 96 13.54%
HPC
6545
Highland Peak Capital
Connecticut
$136M -$46.7M -26% 4.73% 150% 24 75%
MFFIA
6546
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$136M +$2.05M +2% 2.37% 81.2% 69 2.9%
LKWM
6547
Lee-Kelleher Wealth Management
Maryland
$136M -$4.5M -3% 3.72% 41 14.63%
LG
6548
LAM Group
Oregon
$136M -$4.32M -3% 0.18% 54.3% 133 45.11%
RFA
6549
Reyes Financial Architecture
California
$136M +$8.7M +7% 1.06% 359 30.36%
UPS
6550
UHLMANN PRICE SECURITIES
Illinois
$136M +$3.35M +3% 1.01% 194 10.82%