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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
LFS
3276
Legacy Financial Strategies
Kansas
$459M -$5.73M -1% 127
VPP
3277
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 196
MFGM
3278
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 241
TC
3279
Towle & Co
Colorado
$458M -$124M -21% 56
MS
3280
Maven Securities
Jersey
$457M -$164M -26% 537
SW
3281
SkyOak Wealth
Michigan
$457M -$10.9M -2% 280
CA
3282
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 178
SF
3283
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 117
ICM
3284
Irenic Capital Management
New York
$456M -$200M -30% 30
CPA
3285
Capital Performance Advisors
California
$456M +$143M +46% 285
HA
3286
Herold Advisors
New York
$455M -$3.53M -0.8% 291
CCT
3287
Chemung Canal Trust
New York
$455M -$24.6M -5% 126
BSWM
3288
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 49
GS
3289
Gagnon Securities
New York
$455M -$41.8M -8% 99
DW30
3290
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 161
PIA
3291
Pinion Investment Advisors
Kansas
$454M +$202M +81% 165
CAMV
3292
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 141
GG
3293
GenWealth Group
New Jersey
$454M +$14.3M +3% 80
WAM
3294
Winslow Asset Management
Ohio
$453M -$48.5M -10% 80
TCP
3295
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 23
RC
3296
RV Capital
Switzerland
$453M -$13.6M -3% 11
FNC
3297
First National Corp
Massachusetts
$453M +$11.2M +3% 163
LI
3298
LifeWealth Investments
Florida
$452M +$301M +200% 203
MWM
3299
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 174
CCA
3300
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 155