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
5976
Lederer & Associates Investment Counsel
California
$135M +$9.23M +7% 88
CCM
5977
Ciovacco Capital Management
Georgia
$135M +$14.5M +12% 25
EL
5978
EQ LLC
Washington
$135M +$333K +0.2% 51
DAM
5979
Diamant Asset Management
Connecticut
$135M +$13.4M +11% 70
TC
5980
Tacita Capital
Ontario, Canada
$135M +$7.12M +6% 227
WAL
5981
W Advisors LLC
Tennessee
$135M +$13.3M +11% 116
CMBA
5982
C.M. Bidwell & Associates
Hawaii
$135M +$3.4M +3% 594
MAWAG
5983
Mid-American Wealth Advisory Group
Missouri
$135M +$10.9M +9% 46
MC
5984
Metavasi Capital
New York
$135M -$14.8M -10% 41
CPWM
5985
Cypress Point Wealth Management
Texas
$135M +$20.8M +18% 61
IPGDR
5986
Investidor Profissional Gestao de Recursos
Brazil
$135M +$15.3M +13% 22
FFO
5987
Fortitude Family Office
Arizona
$134M 1,007
KWA
5988
Kellett Wealth Advisors
Ohio
$134M +$17.7M +15% 82
FCC
5989
Flower City Capital
New York
$134M +$36.5M +37% 36
PFG
5990
Pacific Financial Group
Washington
$134M -$19.1M -12% 58
FWM
5991
Finer Wealth Management
Massachusetts
$134M +$9.21M +7% 81
PSC
5992
Prentiss Smith & Co
Vermont
$134M -$1.42M -1% 67
HPC
5993
Highland Peak Capital
Connecticut
$134M -$40M -23% 22
CGI
5994
Calixto Global Investors
Florida
$134M +$30.6M +30% 12
MFG
5995
Midwest Financial Group
Kansas
$134M +$15.8M +13% 101
UMC
5996
UNC Management Company
North Carolina
$134M +$29.9M +29% 2
SP
5997
Successful Portfolios
Florida
$134M +$21M +19% 173
IFPL
5998
Investments & Financial Planning LLC
Kentucky
$134M +$21.4M +19% 35
VIA
5999
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 388
PRI
6000
Prepared Retirement Institute
Pennsylvania
$133M 75