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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
LSPW
2776
Lake Street Private Wealth
Illinois
$874M +$88.9M +11% 17.1% 92.5% 290 12.07%
IWA
2777
Inspirion Wealth Advisors
Illinois
$874M +$70.4M +9% 9.53% 47% 199 14.07%
CWP
2778
Concord Wealth Partners
Virginia
$873M +$103M +13% 14.3% 66% 886 76.64%
TIM
2779
Thompson Investment Management
Wisconsin
$872M +$98.1M +13% 12.6% 83.5% 519 6.74%
CFGSD
2780
Compass Financial Group (South Dakota)
South Dakota
$872M +$157M +22% 16.3% 62.9% 120 13.33%
WCFA
2781
Walkner Condon Financial Advisors
Wisconsin
$871M +$113M +15% 10.4% 56.8% 360 15%
MTCM
2782
Mint Tower Capital Management
Netherlands
$871M -$246M -22% 3.83% 40% 404 32.67%
JPMIA
2783
J.P. Marvel Investment Advisors
Massachusetts
$871M +$166M +24% 30.7% 183% 65 9.23%
SA
2784
Scarborough Advisors
Maryland
$871M -$42.7M -5% 12.3% 58.4% 764 81.28%
MO
2785
McMillan Office
Michigan
$871M +$89.2M +11% 15.1% 512 3.32%
SCM
2786
SIR Capital Management
New York
$870M -$201M -19% 1.05% 71.1% 107 43.93%
PPWP
2787
Premier Path Wealth Partners
New Jersey
$870M +$102M +13% 18.4% 416 8.17%
OP
2788
Oslo Pensjonsforsikring
$869M +$227M +35% 16.6% 496 17.14%
GC
2789
Gilbert & Cook
Iowa
$869M +$94.7M +12% 13% 63.2% 238 10.92%
TCM
2790
Tran Capital Management
California
$869M +$140M +19% 34.3% 149% 78 24.36%
NWM
2791
Nicola Wealth Management
British Columbia, Canada
$868M +$35.4M +4% 8.23% 56.1% 67 16.42%
HAIM
2792
Hunter Associates Investment Management
Pennsylvania
$868M +$112M +15% 18.7% 76.1% 298 9.4%
CFS
2793
CRA Financial Services
New Jersey
$868M +$97.5M +13% 15.2% 78.9% 324 9.57%
FI
2794
Fractal Investments
Connecticut
$867M +$21.9M +3% 3.97% 86.4% 91 23.08%
FTF
2795
Freedom Together Foundation
New York
$867M +$105M +14% 13.8% 2 0%
LA
2796
LM Advisors
California
$866M +$860M +13,596% 18.7% 231 11.26%
PWM
2797
Parkway Wealth Management
Texas
$866M +$75.6M +10% 22.8% 157 19.11%
LA
2798
LexAurum Advisors
Kansas
$866M +$94.6M +12% 10.2% 440 12.95%
LCM
2799
Lynx1 Capital Management
Puerto Rico
$866M +$233M +37% 48.1% 883% 29 27.59%
VAM
2800
Valliance Asset Management
Hong Kong
$864M +$742M +609% 252% 2,198% 13 84.62%