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
KF
4826
KKM Financial
Illinois
$240M +$37.8M +19% 160
CA
4827
Cache Advisors
California
$240M 78
KIC
4828
Kensington Investment Counsel
California
$240M +$270K +0.1% 112
IIA
4829
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 144
PWM
4830
Power Wealth Management
Georgia
$239M +$5.22M +2% 99
WAM
4831
Weinberger Asset Management
California
$239M +$4.78M +2% 82
GWM
4832
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 160
DIM
4833
DLK Investment Management
California
$239M -$21.8M -8% 118
CCMI
4834
Creative Capital Management Investments
California
$239M -$60.2K -0% 293
TF
4835
Theory Financial
Colorado
$239M +$12.2M +5% 77
WKSWA
4836
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 111
ODFS
4837
O'Donnell Financial Services
California
$239M -$7.18M -3% 44
SI
4838
Shaker Investments
Ohio
$239M -$1.15M -0.5% 102
FCM
4839
Forager Capital Management
Alabama
$239M -$15.5M -6% 14
KPWG
4840
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 92
IWP
4841
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 105
TSS
4842
Thomas Story & Son
Indiana
$239M -$6.47M -3% 53
HA
4843
Hanover Advisors
South Carolina
$238M +$202K +0.1% 97
EC
4844
EntryPoint Capital
New York
$238M +$62.2M +35% 1,009
MC
4845
Machina Capital
France
$238M -$13.8M -5% 376
SEM
4846
Strategic Equity Management
Arizona
$237M +$26.5M +13% 59
EML
4847
Eos Management LP
New York
$237M -$48.5M -17% 45
PHAM
4848
Palisades Hudson Asset Management
Florida
$237M +$281K +0.1% 108
DIP
4849
Davis Investment Partners
North Carolina
$237M -$1.49M -0.6% 133
GIM
4850
Gold Investment Management
Alberta, Canada
$237M -$1.75M -0.7% 215