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
KFS
5901
Kaizen Financial Strategies
California
$101M +$3.04M +3% 139
AWA
5902
Archvest Wealth Advisors
California
$101M +$3.56M +4% 44
GPTE
5903
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 29
MHWM
5904
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 56
SA
5905
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 127
LC
5906
Lakehouse Capital
Australia
$101M +$9.54M +10% 14
SFB
5907
STAR Financial Bank
Indiana
$101M 91
FA
5908
Financial Alternatives
California
$101M 78
RPM
5909
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 1
CWA
5910
Continuum Wealth Advisors
New York
$101M 46
CI
5911
CPR Investments
Michigan
$101M +$22.9M +29% 49
5SA
5912
5th Street Advisors
Connecticut
$101M +$5.96M +6% 18
OCM
5913
Objective Capital Management
Ohio
$101M +$6.85M +7% 96
DWMS
5914
Dominguez Wealth Management Solutions
Virginia
$101M 57
ASA
5915
Armstrong Shaw Associates
Connecticut
$101M +$7.33M +8% 44
ASI
5916
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 39
CIA
5917
Cladis Investment Advisory
Montana
$100M +$8.12M +9% 135
KSCM
5918
Key Square Capital Management
Connecticut
$100M +$44.3M +79% 13
OFA
5919
Onyx Financial Advisors
Idaho
$100M 10
LHWM
5920
Lake Hills Wealth Management
Texas
$100M 42
G
5921
Greycroft
New York
$100M -$39.7M -28% 3
KGC
5922
Kennon-Green & Company
Ohio
$100M 45
HA
5923
Hofer & Associates
California
$100M +$7.29M +8% 54
OFG
5924
OTA Financial Group
New York
$100M -$14.5M -13% 138
SFS
5925
Starfox Financial Services
Texas
$100M -$2.22M -2% 25