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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
FA
3676
Flagstar Advisors
New York
$318M -$7.85M -2% 4.46% 77.9% 147 12.24%
CAM
3677
Centre Asset Management
New York
$318M +$121M +61% 19.8% 45.3% 75 44%
IWP
3678
IAG Wealth Partners
Wisconsin
$318M +$5.92M +2% 4.52% 41.4% 483 21.95%
PIFP
3679
Partners in Financial Planning
Virginia
$318M -$9.01M -3% 5.2% 31.6% 95 8.42%
LKIM
3680
Lawson Kroeker Investment Management
Nebraska
$318M -$4.39M -1% 0.46% 64.5% 61 0%
HEIP
3681
Hudson Edge Investment Partners
New Jersey
$318M -$5.3M -2% 0.74% 68.8% 144 9.72%
PIM
3682
Progressive Investment Management
Oregon
$317M -$43M -12% 10% 86.3% 57 5.26%
PC
3683
Prysm Capital
New Jersey
$317M -$338M -52% 51.5% 46.6% 1 0%
KS
3684
Karpas Strategies
Connecticut
$317M +$5.06M +2% 1.52% 16.1% 127 6.3%
MSA
3685
Marino Stram & Associates
Massachusetts
$317M -$8.55M -3% 2.2% 63.6% 150 8%
AIP
3686
Ahrens Investment Partners
Louisiana
$317M +$90.8M +40% 4.73% 82.3% 1,161 17.92%
BDF
3687
Black Diamond Financial
Maryland
$317M +$19.9M +7% 4.55% 50.7% 131 29.77%
CF
3688
Corrigan Financial
Rhode Island
$316M -$31.5M -9% 4.33% 9.54% 93 10.75%
DA
3689
Doliver Advisors
Texas
$316M -$3.74M -1% 7.73% 81% 193 30.57%
PIA
3690
Perennial Investment Advisors
California
$316M -$3.71M -1% 2.34% 68.4% 245 19.18%
CWM
3691
Centric Wealth Management
Illinois
$316M +$12.3M +4% 3.45% 36.2% 174 24.71%
PA
3692
Parkside Advisors
California
$316M -$13.6M -4% 5.53% 36.7% 73 8.22%
BC
3693
Beaconlight Capital
New York
$316M +$26.3M +9% 8.2% 221% 54 57.41%
SFS
3694
Security Financial Services
Indiana
$316M +$15.8M +5% 3.64% 60.7% 148 21.62%
SAM
3695
SignalPoint Asset Management
Missouri
$316M -$12.1M -4% 2.4% 36% 253 15.42%
NL
3696
NVWM LLC
Pennsylvania
$315M -$5.26M -2% 3.05% 107% 654 35.47%
LFM
3697
Lumina Fund Management
New York
$315M -$8.25M -3% 5.99% 28.1% 67 41.79%
B
3698
Bellecapital
Switzerland
$315M -$35.6M -10% 3.34% 128% 223 20.63%
MM
3699
Meridian Management
Arkansas
$315M -$29.7M -9% 4.88% 47.4% 86 15.12%
YEPX
3700
Yorktown Energy Partners X
New York
$315M +$48.2M +18% 46.1% 150% 4 25%