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
KAM
7576
Karani Asset Management
New York
$114M -$3.09M -3% 38
CF
7577
CDC Financial
Illinois
$114M 36
FPFC
7578
Financial Planning Fort Collins
Colorado
$114M 29
ABLA
7579
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 139
LSL
7580
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 83
SHFC
7581
Safe Harbor Family Capital
North Carolina
$114M 51
WIM
7582
Waycross Investment Management
Washington
$114M +$15.7M +16% 50
KL
7583
Keenan LLC
Massachusetts
$114M 41
PA
7584
Powerhouse Assets
Massachusetts
$114M 54
LA
7585
LWM Advisors
California
$114M +$2.37M +2% 30
CCM
7586
Cannon Capital Management
Utah
$114M 27
CRW
7587
Clarity Retirement & Wealth
Massachusetts
$114M 33
CW
7588
CrossGen Wealth
North Carolina
$114M 198
BAM
7589
Broyhill Asset Management
North Carolina
$114M -$531K -0.5% 86
QWM
7590
QP Wealth Management
New Jersey
$113M 105
KCWM
7591
Kane Co Wealth Management
Iowa
$113M 50
LCM
7592
LRT Capital Management
Texas
$113M -$37.5M -25% 101
GP
7593
Gallo Partners
New Jersey
$113M -$19.7M -15% 70
LMFP
7594
Larry Mathis Financial Planning
Arizona
$113M 157
CF
7595
Carter Financial
California
$113M 24
FA
7596
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 47
SHF
7597
Safe Harbor Fiduciary
Florida
$113M 231
SI
7598
Severin Investments
Missouri
$113M +$742K +0.7% 198
B
7599
Bayban
Minnesota
$113M 613
CFG
7600
Cassilly Financial Group
Maryland
$113M 62