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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
PWAM
6776
Pinnacle West Asset Management
Wyoming
$154M +$9.75M +7% 7.6% 100% 117 4.27%
JKSF
6777
John & Kathleen Schreiber Foundation
Illinois
$154M +$12.7M +9% 12.4% 30.8% 4 0%
KAM
6778
Kopion Asset Management
Texas
$154M +$5.96M +4% 11.6% 67.1% 20 5%
SSIM
6779
Sheets Smith Investment Management
Texas
$154M +$40.3M +35% 15.2% 160 70.63%
LAIC
6780
Lederer & Associates Investment Counsel
California
$154M +$2.89M +2% 7.66% 75.5% 86 4.65%
DWM
6781
Daner Wealth Management
Georgia
$154M +$9.02M +6% 5.72% 100 21%
BWA
6782
Babb Wealth Advisors
Arizona
$154M +$18.4M +14% 5.88% 19 5.26%
CC
6783
Commons Capital
Massachusetts
$154M +$21.9M +17% 9.83% 137% 122 21.31%
AFP
6784
Alpha Financial Partners
Kentucky
$154M +$15M +11% 7.03% 61.8% 98 15.31%
KFO
6785
Kopp Family Office
Minnesota
$154M -$910K -0.6% 8.26% 34% 27 3.7%
SNBOSCI
6786
Security National Bank of Sioux City Iowa
Iowa
$154M +$11.1M +8% 9.72% 52.4% 90 10%
ADMI
6787
Albert D. Mason Inc
Massachusetts
$154M +$15.4M +11% 7% 82% 147 5.44%
BCA
6788
Bay Capital Advisors
Virginia
$154M +$22.4M +17% 7.96% 115 6.96%
FWM
6789
Fingerlakes Wealth Management
New York
$153M +$19.3M +14% 9.21% 80.2% 101 11.88%
ASP
6790
Adams Street Partners
Illinois
$153M +$11.2M +8% 33% 399% 7 42.86%
CW
6791
Code Waechter
Florida
$153M +$12.7M +9% 6.74% 119 12.61%
CCM
6792
Cox Capital Management
Massachusetts
$153M +$6.45M +4% 11.1% 95.3% 67 16.42%
VAG
6793
Vannoy Advisory Group
Texas
$153M +$8.37M +6% 6% 29 6.9%
USWG
6794
U.S. Wealth Group
New York
$153M +$24.8M +19% 9.58% 41 0%
SCM
6795
Susquehanna Capital Management
Pennsylvania
$153M -$20.2M -12% 11.7% 40.8% 1 0%
WCP
6796
Waterfront Capital Partners
New York
$153M -$255M -63% 7.25% 88.3% 38 63.16%
RWS
6797
Rochester Wealth Strategies
Michigan
$153M +$13.4M +10% 6.13% 23 4.35%
BCP
6798
Bluegrass Capital Partners
Florida
$153M +$8.53M +6% 1.7% 60.1% 11 9.09%
VFS
6799
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 5.13% 72 6.94%
MWM
6800
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 6.64% 42 11.9%