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
LCC
4901
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 101
SIC
4902
Samalin Investment Counsel
New York
$260M +$14.1M +6% 329
PS
4903
Planned Solutions
California
$260M +$16.6M +7% 131
BA
4904
BIP Alliance
Georgia
$260M +$23.9M +10% 53
HP
4905
Highlander Partners
Texas
$260M +$98.6M +61% 52
TSS
4906
Thomas Story & Son
Indiana
$260M +$3.26M +1% 52
5VM
4907
5AM Venture Management
California
$260M -$4.29M -2% 31
PWM
4908
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4909
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4910
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4911
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4912
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
PCM
4913
Payne Capital Management
New York
$259M +$24.9M +11% 79
SFA
4914
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4915
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4916
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4917
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4918
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4919
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4920
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83
MWA
4921
Medallion Wealth Advisors
Connecticut
$259M +$38.6M +18% 1,134
AFA
4922
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 62
ACG
4923
Anchorage Capital Group
New York
$259M +$8.61M +3% 7
BCM
4924
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 130
UWP
4925
Uniting Wealth Partners
Kansas
$259M +$59M +30% 123