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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
3351
Legacy Financial Strategies
Kansas
$554M -$10.6M -2% 2.24% 67.1% 143 5.59%
CSIA
3352
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 0.87% 58.4% 63 6.35%
TPA
3353
Trivium Point Advisory
Connecticut
$553M -$440M -44% 1.67% 86.7% 356 28.93%
CA
3354
Crossingbridge Advisors
New York
$553M +$197M +55% 0.5% 201 75.12%
SIAP
3355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$552M +$9.45M +2% 0.75% 97.5% 226 12.83%
FWM
3356
FFT Wealth Management
Pennsylvania
$552M +$27.3M +5% 3.26% 65.6% 107 27.1%
SVCM
3357
Saturn V Capital Management
Texas
$552M +$7.32M +1% 22.6% 971% 24 29.17%
LF
3358
Longbow Finance
Switzerland
$552M -$38.4M -7% 2.91% 162% 68 27.94%
DCM
3359
Davidson Capital Management
Texas
$552M +$89.9M +19% 1.76% 79.2% 119 23.53%
TC
3360
Triata Capital
Hong Kong
$552M -$273M -33% 9.19% 15 6.67%
BT
3361
Brandywine Trust
Delaware
$552M -$18.6M -3% 3.49% 11.9% 32 3.13%
JSA
3362
Jacobson & Schmitt Advisors
Wisconsin
$551M -$42.6M -7% 6.22% 70.3% 80 12.5%
IQI
3363
Integrated Quantitative Investments
Washington
$551M +$85.7M +18% 5.4% 552 59.96%
BCM
3364
Bienville Capital Management
New York
$550M -$79.6M -13% 14.9% 22.3% 91 35.16%
TCM
3365
Tufton Capital Management
Maryland
$550M -$22.4M -4% 3.02% 86.5% 130 9.23%
ALA
3366
Atlas Legacy Advisors
California
$550M -$21.4M -4% 2.34% 209 14.83%
RW
3367
Rockport Wealth
Ohio
$549M +$35.2M +7% 0.27% 108 14.81%
LWP
3368
LMG Wealth Partners
Louisiana
$549M +$12.8M +2% 1.83% 69.7% 159 6.92%
KMC
3369
Kirr Marbach & Co
Indiana
$549M +$25.6M +5% 7.46% 135% 61 11.48%
AI
3370
AdvisorShares Investments
Maryland
$549M -$50.6M -8% 2.18% 93.4% 340 31.47%
AMG
3371
Advisors Management Group
Wisconsin
$549M -$999K -0.2% 6.88% 68.9% 169 11.83%
WCP
3372
Wick Capital Partners
Pennsylvania
$548M -$9.61M -2% 2.37% 48.1% 264 38.26%
MM
3373
Marino Management
Connecticut
$547M +$43.6M +9% 7.69% 11 9.09%
HIS
3374
Harvest Investment Services
Illinois
$547M +$16.7M +3% 8.97% 223% 393 28.75%
AA
3375
Aire Advisors
California
$547M -$249K -0% 0.68% 60.9% 175 16.57%