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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)
KSWWM
6951
Keyes Stange & Wooten Wealth Management
Florida
$94.1M – – 10.4% – 57 – 0
LA
6952
LPF Advisors
Florida
$94.1M – – 9.44% – 29 – 0
MI
6953
Merk Investments
California
$94M +$5.44M +6% 9.79% 303% 15 13.33% 3.3
FNWA
6954
Financial Network Wealth Advisors
Utah
$93.9M – – 9.04% – 114 – 0
HI
6955
Harper Investing
California
$93.9M +$6.65M +8% 1.56% 53.4% 19 15.79% 1.1
SPWM
6956
Spartan Planning & Wealth Management
North Carolina
$93.8M +$8.49M +10% 10.8% – 200 22.5% 0.9
AGA
6957
Accuvest Global Advisors
Utah
$93.8M -$88.6M -49% 24.1% 130% 131 62.6% 1.2
ACM
6958
Ativo Capital Management
Illinois
$93.6M +$5.11M +6% 6.44% 63.8% 59 18.64% 2.1
LM
6959
Lansing Management
New York
$93.5M +$6.02M +7% 10.9% 76.9% 7 14.29% 3.3
UOP
6960
University of Pittsburgh
Pennsylvania
$93.4M +$9.61M +11% 6.31% 69.2% 2 0% 1
MCI
6961
MRP Capital Investments
Georgia
$93M +$2.6M +3% 12.6% 222% 110 32.73% 0.7
FWM
6962
Fingerlakes Wealth Management
New York
$93M +$11.2M +14% 12% 80.2% 86 6.98% 1.8
CPL
6963
Corecam Pte Ltd
$93M – – 5.68% – 27 – 0
CCFP
6964
Charles Carroll Financial Partners
Massachusetts
$93M +$12.4M +15% 18.9% – 41 12.2% 1.5
RAM
6965
Revere Asset Management
Texas
$92.9M +$51.7M +125% 26% 592% 21 85.71% 0
ITVII
6966
IDG Technology Venture Investment IV
Hong Kong
$92.6M +$12M +15% 131% 420% 3 0% 2
TIMH
6967
Tilt Investment Management Holdings
New York
$92.6M -$47.5M -34% 13.3% – 158 45.57% 0.7
IW
6968
Instrumental Wealth
Florida
$92.6M +$6.94M +8% 10.1% 34.2% 42 16.67% 0.5
TBNY
6969
Trustco Bank (New York)
New York
$92.5M +$4.74M +5% 9.37% 131% 75 8% 6.3
IAM
6970
Impala Asset Management
Florida
$92.5M -$22M -19% 5.3% 62.6% 26 73.08% 0.6
HPM
6971
Hudson Portfolio Management
New York
$92.3M +$4.42M +5% 10.7% – 103 4.85% 2.3
SFS
6972
Sharp Financial Services
Pennsylvania
$92.2M – – 9.26% – 83 – 0
BCM
6973
Brightline Capital Management
Florida
$92.2M +$67.8M +277% 21.3% 810% 12 83.33% 0.1
FCT
6974
First Community Trust
Iowa
$92.2M +$4.72M +5% 10.7% 128% 302 9.6% 1.7
BWA
6975
BCU Wealth Advisors
Illinois
$92.1M – – 9.37% – 39 – 0