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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
HWMC
6651
Heritage Wealth Management (California)
California
$150M +$17M +13% 11.7% 89 8.99%
ULWM
6652
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 7.91% 43.1% 66 7.58%
KPPF
6653
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 9.75% 84 22.62%
AIM
6654
AHL Investment Management
Florida
$150M +$4.72M +3% 4.55% 57.7% 72 8.33%
RB
6655
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 7.98% 65% 164 14.63%
AC
6656
ASB Consultores
Florida
$150M -$4.07M -3% 12.7% 84.6% 163 36.2%
SI
6657
Sapience Investments
California
$150M +$9.76M +7% 11.3% 54.9% 93 9.68%
LAM
6658
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 4.18% 65.3% 104 5.77%
BPFA
6659
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 11.1% 79.7% 114 16.67%
GC
6660
Gould Capital
Washington
$150M +$6.53M +5% 6.08% 60.1% 227 11.89%
FFAS
6661
FIG Financial Advisory Services
Oklahoma
$150M +$7.89M +6% 10.1% 94 64.89%
LG
6662
LAM Group
Oregon
$150M +$13.7M +10% 9% 54.3% 74 2.7%
MG
6663
McHugh Group
Ohio
$150M +$17.4M +13% 15% 72 9.72%
KCM
6664
KRS Capital Management
Michigan
$150M +$23.9M +19% 23.1% 233% 111 11.71%
OA
6665
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 6.31% 46 2.17%
APW
6666
Atlantic Private Wealth
North Carolina
$149M +$13.9M +10% 8.86% 55.7% 257 26.46%
AL
6667
ACAS LLC
California
$149M +$17.8M +14% 8.07% 94 10.64%
TT
6668
TI-Trust
Illinois
$149M -$1.8M -1% 6.72% 85.8% 131 6.11%
GWA
6669
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 9.27% 63 33.33%
IIL
6670
Insight Inv LLC
California
$149M +$3.72M +3% 8.01% 136% 136 16.91%
PBK
6671
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 6.26% 63.3% 336 65.48%
ZRP
6672
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 5.48% 115 78.26%
FF
6673
Farrell Financial
New York
$149M +$11.7M +8% 7.61% 68 10.29%
GK
6674
Graney & King
New York
$149M +$14.7M +11% 8.22% 353 3.4%
FIS
6675
Fischer Investment Strategies
California
$149M +$13.2M +10% 10.6% 81% 40 25%