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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
SA
6676
Sage Advisors
Colorado
$112M +$11.8M +12% 8.01% 31 32.26%
IAP
6677
Indie Asset Partners
Indiana
$112M +$1.54M +1% 21% 121% 95 18.95%
CAAM
6678
Cape Ann Asset Management
United Kingdom
$112M +$1.38M +1% 5.36% 210% 6 16.67%
DCM
6679
Davis Capital Management
Florida
$112M +$8M +8% 7.47% 303 5.28%
LL
6680
LMDAGG LLC
California
$112M +$13.1M +13% 13.2% 1 0%
BICM
6681
Breach Inlet Capital Management
South Carolina
$112M +$1.04M +0.9% 6.39% 12 16.67%
FW
6682
Fidato Wealth
Ohio
$112M +$6.77M +6% 7.66% 10 0%
EC
6683
EntryPoint Capital
New York
$112M +$7.22M +7% 2.29% 1,843 52.63%
OFA
6684
Oaktree Fund Advisors
California
$111M -$102K -0.1% 1.74% 138% 61 11.48%
LCM
6685
LRT Capital Management
Texas
$111M +$5.25M +5% 9.05% 43.4% 95 26.32%
LHWM
6686
Lake Hills Wealth Management
Texas
$111M +$11.2M +11% 8.61% 78.8% 57 52.63%
SLFPAM
6687
St. Louis Financial Planners Asset Management
Missouri
$111M +$3.82M +4% 5.88% 136% 45 44.44%
UAML
6688
US Asset Management LLC
Pennsylvania
$111M +$9.95M +10% 14.1% 133 7.52%
DWAM
6689
Duncan Williams Asset Management
Tennessee
$111M 9.29% 68
IAM
6690
Impala Asset Management
Florida
$111M +$18.5M +20% 15.2% 102% 25 68%
KWM
6691
Koa Wealth Management
California
$111M +$9.64M +10% 7.13% 52 13.46%
SL
6692
Stevard LLC
Illinois
$111M +$9.47M +9% 12.2% 59 18.64%
BWA
6693
Blodgett Wealth Advisors
California
$111M +$12.9M +13% 16.5% 112% 67 11.94%
BAWM
6694
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 4.95% 42 19.05%
IPAM
6695
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 8.94% 139 10.07%
KPPF
6696
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 7.78% 82 18.29%
SWMG
6697
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 7.67% 44 11.36%
MFS
6698
Monetta Financial Services
Illinois
$111M +$5.74M +5% 16% 197% 58 37.93%
FI
6699
Finivi Inc
Massachusetts
$110M +$8.03M +8% 14.7% 97 20.62%
FF
6700
Fox Financial
Pennsylvania
$110M +$5.99M +6% 7.7% 13 0%