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
LAIC
5026
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 89
FA
5027
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 295
PBC
5028
Pavion Blue Capital
California
$172M +$11.3M +7% 93
WOSD
5029
WFA of San Diego
California
$172M +$29.1M +20% 177
LFWA
5030
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 23
BEP
5031
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 7
SN
5032
Sittner & Nelson
Oregon
$172M +$16.9M +11% 455
AWM
5033
AllSquare Wealth Management
New York
$172M +$4.39M +3% 518
FWM
5034
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 47
CWA
5035
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 156
KIC
5036
Kensington Investment Counsel
California
$172M 88
SIAG
5037
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 94
LA
5038
Lindenwold Advisors
Pennsylvania
$171M 128
MAG
5039
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 93
HCM
5040
Hutner Capital Management
Vermont
$171M +$18.5M +12% 46
HIGP
5041
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 32
GCM
5042
GoodHaven Capital Management
New Jersey
$171M +$17.5M +11% 27
NFG
5043
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 48
EFIC
5044
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 34
CIA
5045
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 75
BW
5046
Bison Wealth
Georgia
$171M -$45.7M -21% 473
SFG
5047
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 73
NC
5048
Naman Capital
Brazil
$171M +$8.51M +5% 17
TI
5049
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 194
CIA
5050
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 266