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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)
AOCA
7276
Angel Oak Capital Advisors
Georgia
$127M +$56.6M +80% 1.3% – 35 8.57% 0.7
LC
7277
LTG Capital
Massachusetts
$127M +$10.2M +9% 7.84% 56% 27 0% 3.5
AIM
7278
Avanda Investment Management
Singapore
$127M -$177M -58% 5.8% – 35 51.43% 0.9
SPT
7279
Siemens Pension Trust
Germany
$127M +$48.1M +61% 61% 25.4% 1 0% 2.8
WKSWA
7280
White Knight Strategic Wealth Advisors
New Jersey
$127M +$9.48M +8% 12.8% 111% 95 20% 2
PIC
7281
Platt Investment Counsel
Florida
$127M +$21.7M +21% 6.2% 62.9% 12 25% 2.4
FF
7282
Fairway Financial
Florida
$127M +$8.69M +7% 5.63% – 22 0% 0.7
WWM
7283
Woodside Wealth Management
Massachusetts
$127M +$10.7M +9% 7.69% – 80 3.75% 0.5
NBWM
7284
North Berkeley Wealth Management
California
$127M +$17.7M +16% 9.69% – 67 7.46% 0.6
BFA
7285
Benningfield Financial Advisors
California
$127M +$10.9M +9% 9.98% – 18 16.67% 0.6
APW
7286
Axim Planning & Wealth
Ohio
$127M +$17.3M +16% 8.72% 3.66% 109 58.72% 0.7
CIM
7287
Courant Investment Management
Tennessee
$127M +$3M +2% 0.79% 35.2% 9 33.33% 4.8
RC
7288
Rahlfs Capital
Texas
$126M +$17.2M +16% 11.2% – 90 3.33% 0.7
KCIC
7289
Kuhn & Co Investment Counsel
Illinois
$126M -$5.93M -4% 6.69% – 137 11.68% 1.5
FA
7290
FSA Advisors
Michigan
$126M +$3.28M +3% 6.16% – 204 44.12% 0.9
CNTOF
7291
Canandaigua National Trust of Florida
New York
$126M -$14.4M -10% 6.26% – 125 17.6% 0.9
LF
7292
LifePlan Financial
Minnesota
$126M +$5.54M +5% 5.44% 69.9% 92 13.04% 1.4
STFP
7293
Signal Tree Financial Partners
Ohio
$126M +$10M +9% 5.79% – 51 11.76% 0.6
SG
7294
Somerset Group
Minnesota
$126M +$8.12M +7% 8.47% 84.6% 61 3.28% 7.1
EI
7295
EDMP Inc
Florida
$126M +$8.68M +7% 6.85% 71.6% 72 8.33% 4.4
LWM
7296
Lionshead Wealth Management
New York
$126M +$17.7M +16% 7.4% – 104 11.54% 0.6
SAM
7297
Seelaus Asset Management
New Jersey
$126M +$13M +11% 14.5% 134% 192 13.02% 3.4
CTA
7298
Camelot Technology Advisors
California
$126M +$8.61M +7% 6.37% 71% 59 16.95% 1.4
GIM
7299
Guild Investment Management
California
$126M +$10.9M +9% 10.6% 101% 57 35.09% 1.9
PAM
7300
PSquared Asset Management
Switzerland
$126M -$329M -72% 12.1% 178% 14 78.57% 0.1