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
FPFC
7526
Financial Planning Fort Collins
Colorado
$114M 29
ABLA
7527
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 139
LSL
7528
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 83
SHFC
7529
Safe Harbor Family Capital
North Carolina
$114M 51
WIM
7530
Waycross Investment Management
Washington
$114M +$15.7M +16% 50
KL
7531
Keenan LLC
Massachusetts
$114M 41
PA
7532
Powerhouse Assets
Massachusetts
$114M 54
LA
7533
LWM Advisors
California
$114M +$2.37M +2% 30
CCM
7534
Cannon Capital Management
Utah
$114M 27
CRW
7535
Clarity Retirement & Wealth
Massachusetts
$114M 33
CW
7536
CrossGen Wealth
North Carolina
$114M 198
BAM
7537
Broyhill Asset Management
North Carolina
$114M -$531K -0.5% 86
QWM
7538
QP Wealth Management
New Jersey
$113M 105
KCWM
7539
Kane Co Wealth Management
Iowa
$113M 50
LCM
7540
LRT Capital Management
Texas
$113M -$37.5M -25% 101
GP
7541
Gallo Partners
New Jersey
$113M -$19.7M -15% 70
FA
7542
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 47
SHF
7543
Safe Harbor Fiduciary
Florida
$113M 231
SI
7544
Severin Investments
Missouri
$113M +$742K +0.7% 198
CFG
7545
Cassilly Financial Group
Maryland
$113M 62
BCM
7546
BML Capital Management
Indiana
$113M +$4.28M +4% 25
NFS
7547
NewCorp Financial Services
Georgia
$113M 49
KK
7548
Karl Kapital
California
$113M 18
PBCM
7549
Point Break Capital Management
Florida
$113M 16
RFS
7550
RM Financial Services
Maine
$113M 76