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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)
LA
6551
Lakeside Advisors
Washington
$155M +$4.17M +3% 11.2% 63.2% 63 1.59% 3.1
ICM
6552
Islay Capital Management
Texas
$155M +$6.99M +5% 5.9% 66.3% 215 20.93% 3.4
SFS
6553
Sharp Financial Services
Pennsylvania
$155M +$24.4M +19% 12.2% – 102 24.51% 1.1
CGA
6554
Channing Global Advisors
Florida
$155M +$8.02M +5% 14.2% 131% 49 8.16% 2.1
SFC
6555
Swisher Financial Concepts
Ohio
$155M +$33.9M +28% 8.19% – 97 24.74% 0.8
MC
6556
MSD Capital
New York
$155M -$22.8M -13% 10.2% 11.5% 3 0% 4.6
PTCG
6557
Pring Turner Capital Group
California
$155M -$6.42M -4% 8.17% 70.8% 71 12.68% 4.4
MWM
6558
Momentous Wealth Management
Washington
$155M +$13.5M +10% 7.18% – 50 10% 0.4
ANC
6559
Ames National Corp
Iowa
$155M +$5.64M +4% 6.12% – 67 10.45% 0.5
SPAS
6560
Spectrum Planning & Advisory Services
California
$155M +$34.5M +29% 8.42% – 98 37.76% 1.2
CMU
6561
Carnegie Mellon University
Pennsylvania
$155M +$25.6M +20% 28.9% 61.6% 6 16.67% 2.6
MF
6562
Meridian Financial
Massachusetts
$155M +$12M +8% 6.26% 58.5% 130 9.23% 2.5
KFO
6563
Kopp Family Office
Minnesota
$155M +$9.9M +7% 4.93% 34% 28 3.57% 2.7
CRFG
6564
Columbia River Financial Group
Washington
$155M +$4.91M +3% 6.89% – 124 57.26% 0.5
OFM
6565
Omega Fund Management
Massachusetts
$154M -$15M -9% 6.68% 106% 13 0% 2.5
SCM
6566
Sarissa Capital Management
Connecticut
$154M -$321K -0.2% 11.7% 80% 7 0% 4
EFG
6567
Ehrlich Financial Group
California
$154M +$17.2M +13% 7.44% – 121 25.62% 1
HDA
6568
Harold Davidson & Associates
California
$154M -$28.9M -16% 10.6% – 65 13.85% 0.5
SWP
6569
Semus Wealth Partners
Florida
$154M +$10.7M +7% 10% 88.7% 120 10.83% 1.9
MIM
6570
Merrion Investment Management
New Jersey
$154M +$14.9M +11% 20.7% 161% 105 8.57% 2.9
PC
6571
Promus Capital
Illinois
$154M +$22.2M +17% 9.73% – 339 18.88% 0.4
ALWM
6572
Andrews Lucia Wealth Management
California
$154M +$5.06M +3% 8.08% 59.7% 29 10.34% 2.8
VWWMG
6573
Vermillion & White Wealth Management Group
Pennsylvania
$154M +$15.7M +11% 8.43% – 575 14.61% 0.9
GPP
6574
Great Point Partners
Connecticut
$154M -$35M -19% 21.9% 710% 37 43.24% 0.8
AGA
6575
Accuvest Global Advisors
Utah
$154M +$36.2M +31% 19.5% 130% 93 47.31% 0.5