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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
TWP
3726
Total Wealth Planning
Ohio
$154M -$33.8M -18% 15.2% 37.2% 36 16.67%
GPA
3727
Guidance Point Advisors
Massachusetts
$154M -$51M -25% 21.1% 67.1% 69 15.94%
FNC
3728
First National Corp
Massachusetts
$154M -$115M -43% 14.9% 56.3% 171 36.84%
LWA
3729
LWS Wealth Advisors
New Jersey
$154M -$40.6M -21% 13.8% 8.87% 81 39.51%
MIM
3730
Montgomery Investment Management
Maryland
$153M -$91.3M -37% 30.6% 98.4% 91 9.89%
QT
3731
Quantbot Technologies
New York
$153M -$855M -85% 22.5% 33.6% 1,651 73.77%
MFT
3732
Moisand Fitzgerald Tamayo
Florida
$153M -$40.4M -21% 21.8% 48.1% 303 17.49%
GEH
3733
General Equity Holdings
New York
$153M +$4.13M +3% 23.1% 775% 15 46.67%
SGCA
3734
Steel Grove Capital Advisors
Tennessee
$153M -$25.7M -14% 24.3% 93% 136 37.5%
WCG
3735
Weaver Consulting Group
California
$153M -$33.6M -18% 12.1% 50.5% 999 19.52%
DA
3736
DCF Advisers
Connecticut
$153M -$5.06M -3% 16.4% 372% 88 45.45%
CGM
3737
Centenus Global Management
New York
$153M -$578M -79% 26.8% 156 85.26%
RI
3738
Rudd International
Florida
$153M -$40.5M -21% 14.1% 74 12.16%
LWM
3739
Laidlaw Wealth Management
New York
$153M -$5.53M -3% 13.3% 150% 188 30.32%
SV
3740
Sapphire Ventures
Texas
$153M +$46.8M +44% 9.72% 27.9% 4 50%
AGA
3741
Arkos Global Advisors
Texas
$153M -$703K -0.5% 15.4% 43.6% 71 39.44%
ST
3742
Somerset Trust
Pennsylvania
$152M -$49.9M -25% 17.5% 69.7% 103 8.74%
WCM
3743
Wisconsin Capital Management
Wisconsin
$152M -$51.9M -25% 16.1% 153% 65 36.92%
GLCM
3744
Greenlea Lane Capital Management
Connecticut
$152M -$48.8M -24% 10.2% 99.7% 13 46.15%
BFO
3745
Biltmore Family Office
North Carolina
$152M -$96.7M -39% 16.4% 78.1% 228 32.89%
LP
3746
LGL Partners
Pennsylvania
$152M -$153M -50% 21.5% 68.9% 108 33.33%
EFL
3747
ERn Financial LLC
Wisconsin
$152M -$20M -12% 18.9% 55.9% 82 40.24%
GL
3748
Gemsstock Ltd
United Kingdom
$152M +$80.2M +113% 11.2% 149% 20 85%
SCP
3749
Syntal Capital Partners
Texas
$151M -$27.4M -15% 15.5% 102% 114 50.88%
CAG
3750
Curtis Advisory Group
California
$151M -$22.4M -13% 17.3% 67.6% 56 16.07%