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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
WAM
2726
Wallington Asset Management
Indiana
$788M +$17.4M +2% 5.68% 108% 76 10.53%
AWM
2727
Accurate Wealth Management
Florida
$788M +$37M +5% 2.93% 93.2% 535 14.77%
BWS
2728
Buck Wealth Strategies
Colorado
$788M +$58.3M +8% 2.45% 42% 198 27.27%
SLG
2729
Stanley-Laman Group
Pennsylvania
$787M +$85.1M +12% 4.93% 82.9% 316 24.05%
FSA
2730
Fort Sheridan Advisors
Illinois
$787M +$22.5M +3% 4.06% 87.2% 276 5.8%
SHJ
2731
Sharkey, Howes & Javer
Colorado
$787M +$8.67M +1% 1.72% 54.6% 167 8.98%
ICM
2732
Ionic Capital Management
New York
$786M -$173M -18% 7.74% 103% 189 51.85%
AWA
2733
Alaska Wealth Advisors
Alaska
$785M +$20.8M +3% 0.64% 30.7% 91 15.38%
SG
2734
SCHF (GPE)
Wyoming
$785M -$153M -16% 4.25% 9 55.56%
HI
2735
Hendershot Investments
Virginia
$784M -$9.92M -1% 3.02% 52.6% 130 6.15%
ES
2736
Eagle Strategies
New York
$783M +$35.6M +5% 2.79% 70.1% 256 10.16%
AGA
2737
Arkos Global Advisors
Texas
$783M -$2.28M -0.3% 2.12% 37.2% 171 29.24%
DOA
2738
D'Orazio & Associates
Virginia
$782M +$25.2M +3% 1.04% 61.2% 302 12.91%
IPW
2739
Impact Partnership Wealth
Georgia
$780M +$107M +16% 1.34% 47.3% 435 45.75%
TIM
2740
Total Investment Management
Arizona
$779M +$10.1M +1% 1.09% 29.5% 94 21.28%
JSL
2741
JT Stratford LLC
Georgia
$779M +$32.2M +4% 2.47% 81.3% 336 20.24%
DLP
2742
De Lisle Partners
United Kingdom
$778M -$36.2M -4% 3.04% 183 13.11%
GWA
2743
Geometric Wealth Advisors
District of Columbia
$777M +$26.9M +4% 3.07% 51.9% 82 4.88%
SPG
2744
Strategic Planning Group
Utah
$777M +$37.1M +5% 2.89% 75 5.33%
AFA
2745
American Financial Advisors
Georgia
$775M -$1.58M -0.2% 2.44% 52.7% 165 7.27%
LWM
2746
Liberty Wealth Management
California
$775M +$64.5M +9% 2.58% 55.5% 269 14.5%
DA
2747
Dillon & Associates
Michigan
$774M -$3.3M -0.4% 2.76% 92% 79 6.33%
PPWP
2748
Premier Path Wealth Partners
New Jersey
$774M -$2.64M -0.3% 3.02% 412 9.47%
TNA
2749
True North Advisors
Texas
$774M +$144M +23% 1.11% 86.9% 276 31.52%
LA
2750
Lifeworks Advisors
Michigan
$772M +$21.2M +3% 1.28% 53.8% 352 13.92%