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
CWM
4076
CCG Wealth Management
California
$158M +$11.3M +8% 105
KC
4077
Kellner Capital
New York
$158M +$16M +11% 48
UCMOK
4078
United Capital Management of KS
Kansas
$158M +$21.2M +15% 113
SFSG
4079
Sound Financial Strategies Group
Mississippi
$158M 64
AAG
4080
Avalon Advisory Group
Pennsylvania
$158M 8
SC
4081
Soundwatch Capital
Connecticut
$158M 11
LA
4082
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 139
SCA
4083
Sage Capital Advisors
South Dakota
$157M +$24.9M +19% 103
SM
4084
Soapstone Management
Maryland
$157M -$26.2M -14% 19
KFO
4085
Kopp Family Office
Minnesota
$157M 5
BAMG
4086
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 322
APSI
4087
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 40
AW
4088
Alpha Windward
Massachusetts
$157M +$9.07M +6% 470
PC
4089
Pecaut & Co
Iowa
$157M +$13.3M +9% 73
WPA
4090
Winning Points Advisors
Florida
$157M +$18.2M +13% 77
ECT
4091
Ebor Charitable Trust
Wyoming
$157M 3
AWM
4092
Atticus Wealth Management
Florida
$157M 415
IVAV
4093
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 2
SCM
4094
Smith Capital Management
Arkansas
$157M +$20.2M +15% 85
AFM
4095
Abbot Financial Management
Massachusetts
$157M +$17.7M +13% 124
JWBC
4096
John W. Brooker & Co
California
$157M 163
WOA
4097
Water Oak Advisors
Florida
$156M +$117M +299% 17
TFA
4098
Tobias Financial Advisors
Florida
$156M 319
PHAM
4099
Palisades Hudson Asset Management
Florida
$156M +$12.7M +9% 106
KC
4100
Kadensa Capital
Hong Kong
$156M 15