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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
3151
Lake Street Private Wealth
Illinois
$412M +$18.9M +5% 0.51% 92.5% 240 15%
SIG
3152
Sargent Investment Group
Maryland
$412M -$9.71M -2% 1.25% 113% 220 14.09%
CAC
3153
Certified Advisory Corp
Florida
$412M +$13.8M +3% 0.65% 58.2% 252 19.44%
CFFP
3154
Center for Financial Planning
Michigan
$411M +$4.98M +1% 0.58% 57.5% 545 11.56%
HFS
3155
Haverford Financial Services
Pennsylvania
$411M +$1.82M +0.4% 0.58% 57.9% 72 13.89%
TFS
3156
Thoroughbred Financial Services
Tennessee
$411M +$11.7M +3% 0.19% 166% 332 14.76%
DOA
3157
D'Orazio & Associates
Virginia
$411M +$22.9M +6% 5.2% 61.2% 795 53.21%
HWCM
3158
Hudson Way Capital Management
Texas
$411M +$14.8M +4% 4.61% 51.3% 19 21.05%
CA
3159
Cambridge Advisors
Nebraska
$410M -$3.05M -0.7% 1.09% 52.9% 179 4.47%
BB
3160
Berkshire Bank
Massachusetts
$410M -$4.03M -1% 0.01% 69.7% 128 5.47%
KFAA
3161
Klaas Financial Asset Advisors
Illinois
$410M +$12.1M +3% 0.8% 36.2% 91 10.99%
PAG
3162
Private Advisory Group
Washington
$410M +$12.7M +3% 1.44% 177% 151 37.09%
BSPF
3163
British Steel Pension Fund
United Kingdom
$410M -$19.3M -5% 2.93% 29.7% 23 0%
WAM
3164
Wilsey Asset Management
California
$410M +$34.3M +9% 3.3% 55% 31 19.35%
WIC
3165
Wilkins Investment Counsel
Massachusetts
$409M +$2.6M +0.6% 2.51% 56.2% 79 5.06%
SF
3166
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 4.52% 36.7% 5 0%
PFG
3167
PAX Financial Group
Texas
$409M +$13.3M +3% 0.4% 56% 188 15.43%
ODIJL
3168
One Day In July LLC
Vermont
$408M +$22.6M +6% 1.21% 43.1% 74 10.81%
SPIA
3169
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 0.51% 51.9% 30 10%
LFA
3170
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 0.13% 86.3% 187 9.63%
MGIA
3171
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 0.09% 79.9% 93 6.45%
OCA
3172
Octagon Capital Advisors
New York
$406M -$76.7M -16% 3.85% 2,969% 37 27.03%
SONJCPFE
3173
State of New Jersey Common Pension Fund E
New Jersey
$406M -$20M -5% 1.05% 26.4% 4 75%
DWM
3174
Dorchester Wealth Management
Quebec, Canada
$406M -$30.7M -7% 1.25% 18.3% 161 15.53%
PAM
3175
Peak Asset Management
Colorado
$406M +$3.29M +0.8% 0.29% 70.1% 141 2.84%