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
PWM
6051
Prosperity Wealth Management
California
$101M 128
FA
6052
Financial Alternatives
California
$101M 78
RPM
6053
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 1
CWA
6054
Continuum Wealth Advisors
New York
$101M 46
CI
6055
CPR Investments
Michigan
$101M +$22.9M +29% 49
5SA
6056
5th Street Advisors
Connecticut
$101M +$5.96M +6% 18
OCM
6057
Objective Capital Management
Ohio
$101M +$6.85M +7% 96
DWMS
6058
Dominguez Wealth Management Solutions
Virginia
$101M 57
ASA
6059
Armstrong Shaw Associates
Connecticut
$101M +$7.33M +8% 44
KCM
6060
KM Capital Management
Texas
$101M 45
ASI
6061
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 39
CIA
6062
Cladis Investment Advisory
Montana
$100M +$8.12M +9% 135
KSCM
6063
Key Square Capital Management
Connecticut
$100M +$44.3M +79% 13
LHWM
6064
Lake Hills Wealth Management
Texas
$100M 42
G
6065
Greycroft
New York
$100M -$39.7M -28% 3
KGC
6066
Kennon-Green & Company
Ohio
$100M 45
HA
6067
Hofer & Associates
California
$100M +$7.29M +8% 54
OFG
6068
OTA Financial Group
New York
$100M -$14.5M -13% 138
SFS
6069
Starfox Financial Services
Texas
$100M -$2.22M -2% 25
NCG
6070
Newport Capital Group
New Jersey
$100M -$92.8M -48% 63
ACL
6071
Applied Capital LLC
Florida
$100M 79
CSIA
6072
Conrad Siegel Investment Advisors
Pennsylvania
$100M +$11.4M +13% 31
SAM
6073
Silphium Asset Management
United Kingdom
$100M -$11.1M -10% 61
UL
6074
Unionview LLC
Washington
$100M +$12.4M +14% 81
AIM
6075
Aurora Investment Managers
Florida
$99.9M -$689K -0.7% 50