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
KWAG
5251
Kiely Wealth Advisory Group
North Carolina
$173M 267
GSB
5252
Greenfield Savings Bank
Massachusetts
$173M +$13.5M +8% 149
LWM
5253
Lodestone Wealth Management
Washington
$173M +$30M +21% 146
LK
5254
Lumbard & Kellner
New Hampshire
$173M +$22M +15% 65
1C
5255
1623 Capital
Virginia
$173M +$20M +13% 27
PWM
5256
Purus Wealth Management
California
$173M +$24.4M +16% 125
DAM
5257
Derbend Asset Management
Georgia
$173M +$25.8M +18% 111
ITB
5258
Idaho Trust Bank
Idaho
$173M +$18.9M +12% 86
SAM
5259
Sequent Asset Management
Texas
$173M +$81.4M +89% 82
APIM
5260
Agate Pass Investment Management
Washington
$172M +$24.9M +17% 100
SFA
5261
Seneca Financial Advisors
New York
$172M +$26.3M +18% 58
TC
5262
Taika Capital
Florida
$172M -$30.9M -15% 66
FCCM
5263
First City Capital Management
Georgia
$172M +$13M +8% 173
JGCM
5264
Joseph Group Capital Management
Ohio
$172M +$33.4M +24% 87
SFP
5265
Strategic Financial Partners
Oregon
$172M +$7.43M +5% 76
PI
5266
Point72 Italy
Italy
$172M 18
ONGA
5267
O'Neil Global Advisors
California
$172M +$61.6M +56% 77
BFA
5268
Bluestem Financial Advisors
Illinois
$172M +$8.03M +5% 26
WR
5269
WD Rutherford
Oregon
$172M +$26M +18% 73
VLC
5270
Van Leeuwen & Company
New Jersey
$172M +$11.2M +7% 95
TB
5271
Treynor Bancshares
Iowa
$172M +$14M +9% 80
FIM
5272
FWL Investment Management
Texas
$172M +$22.7M +15% 270
WHAM
5273
Windmill Hill Asset Management
United Kingdom
$172M -$59M -26% 44
PAM
5274
Peninsula Asset Management
Florida
$172M +$13.1M +8% 41
NAM
5275
NewGen Asset Management
Ontario, Canada
$172M +$41.8M +32% 32