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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
WFS
6551
Widmann Financial Services
Maryland
$168M +$4.67M +3% 3.41% 62.4% 121 6.61%
AIMA
6552
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 4.38% 61 6.56%
LKWM
6553
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 4.82% 44 9.09%
DMKJ
6554
David M. Knott Jr
$168M -$47.9M -22% 2.49% 144% 95 18.95%
DI
6555
Disciplined Investors
Texas
$168M +$15.5M +10% 0.35% 147 23.13%
CCG
6556
Catalina Capital Group
California
$168M +$3.08M +2% 2.22% 189 20.63%
IWA
6557
Integrity Wealth Advisors
California
$168M +$21M +14% 3.45% 80 12.5%
CNBOF
6558
City National Bank of Florida
Florida
$168M +$14.6M +10% 1.68% 148 26.35%
S
6559
SharpePoint
Arizona
$168M +$808K +0.5% 6.55% 90 11.11%
OIM
6560
Opus Investment Management
Massachusetts
$168M +$3.26M +2% 3.17% 44.3% 30 3.33%
AWP
6561
Astra Wealth Partners
New Jersey
$168M -$2.52M -1% 0.16% 108 20.37%
YWM
6562
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 0.67% 82 4.88%
WAM
6563
WealthTrust Asset Management
Florida
$167M +$24.3M +17% 1.9% 97.9% 104 30.77%
WBWA
6564
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 6.1% 173 9.25%
KIM
6565
Kestrel Investment Management
California
$167M -$8.94M -5% 2.85% 89.2% 44 20.45%
MW
6566
Members Wealth
Pennsylvania
$167M +$7.71M +5% 2.97% 116 11.21%
FF
6567
Farrell Financial
New York
$167M -$2.19M -1% 1.78% 79 10.13%
PWP
6568
Pursue Wealth Partners
California
$167M -$38.4M -19% 5.65% 108% 117 24.79%
TC
6569
Triavera Capital
California
$167M -$41.9M -20% 8.98% 18 11.11%
GSP
6570
Grafton Street Partners
Florida
$167M -$36.9M -18% 19.3% 13 23.08%
ALWM
6571
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 0.85% 59.7% 35 5.71%
MG
6572
Montaka Global
$167M -$44M -21% 16.9% 22 18.18%
LAM
6573
Lummis Asset Management
Texas
$167M +$4.69M +3% 5.44% 201 11.44%
IAIM
6574
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 4.92% 81.5% 8 0%
RFA
6575
ROI Financial Advisors
Oregon
$167M -$6.89M -4% 1.31% 69 10.14%