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
KA
4751
Kercheville Advisors
Texas
$245M -$12.4M -5% 105
CL
4752
CRCM LP
California
$245M -$646K -0.3% 7
ITB
4753
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 106
LFA
4754
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 44
KCM
4755
Kaye Capital Management
California
$245M +$24.5M +11% 47
NRCM
4756
Northern Right Capital Management
Connecticut
$245M -$24.2M -9% 28
WOCP
4757
White Oak Capital Partners
Singapore
$245M +$63.7M +35% 15
LFG
4758
Leverty Financial Group
Wisconsin
$245M +$48.1M +24% 46
OIC
4759
Orion Investment Company
Missouri
$245M -$6.07M -2% 69
LCM
4760
Lazari Capital Management
California
$245M -$6.29M -3% 163
AG
4761
AmeriFlex Group
Nevada
$245M +$26.2M +12% 1,326
IMA
4762
Investment Management Associates
Colorado
$244M +$15.4M +7% 29
HNWA
4763
Henrickson Nauta Wealth Advisors
Michigan
$244M -$1.69M -0.7% 84
S
4764
Sachetta
Massachusetts
$244M -$9.34M -4% 1,226
EWM
4765
Elmwood Wealth Management
California
$244M -$4.04M -2% 132
PS
4766
Planned Solutions
California
$244M -$822K -0.3% 120
MP
4767
Mediatel Partners
Texas
$244M +$1.52M +0.6% 3
LCM
4768
Leisure Capital Management
California
$244M -$11.6M -5% 150
ILI
4769
Invesco LLC (Illinois)
Illinois
$243M -$7.61M -3% 163
NCM
4770
Northwest Capital Management
Oregon
$243M +$10.1M +4% 447
GRIM
4771
Greenhaven Road Investment Management
Connecticut
$243M -$15.5M -6% 19
FP
4772
FFG Partners
Florida
$243M -$42.4M -15% 37
FW
4773
FullCircle Wealth
Texas
$243M -$1.53M -0.6% 267
ODA
4774
One Degree Advisors
California
$243M -$2.97M -1% 64
BWM
4775
BKM Wealth Management
Wisconsin
$243M -$875K -0.4% 166