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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
LCM
3726
Lionstone Capital Management
New York
$416M +$54.7M +15% 22.3% 89.6% 12 16.67%
SWM
3727
Scissortail Wealth Management
Oklahoma
$416M +$27M +7% 8.91% 56.6% 117 16.24%
AWAU
3728
Alliance Wealth Advisors (Utah)
Utah
$416M +$33M +9% 8.49% 63.3% 292 19.18%
GIP
3729
Gavilan Investment Partners
California
$416M +$60.5M +17% 22.8% 123% 13 7.69%
3IP
3730
3Chopt Investment Partners
Virginia
$416M +$34.2M +9% 12.1% 116% 251 19.12%
RA
3731
RR Advisors
Texas
$416M -$2.89M -0.7% 1.41% 113% 30 16.67%
AGP
3732
Artia Global Partners
Florida
$416M +$20.5M +5% 19.8% 672% 49 53.06%
CAM
3733
Cypress Asset Management
Texas
$415M +$42M +11% 15% 114% 112 4.46%
SIM
3734
Sherborne Investors Management
New York
$415M +$43.3M +12% 11.6% 48.8% 1 0%
TFF
3735
The Family Firm
Maryland
$415M -$32.8M -7% 7.84% 40.2% 214 59.35%
SWMG
3736
Sanchez Wealth Management Group
Florida
$415M +$46.5M +13% 8.82% 56.9% 49 6.12%
AWM
3737
Activest Wealth Management
Florida
$415M +$41.9M +11% 10.4% 105% 1,214 27.84%
YRHAM
3738
Yong Rong (HK) Asset Management
Hong Kong
$415M -$15.3M -4% 39.4% 3,176% 34 70.59%
KWS
3739
Keystone Wealth Services
California
$415M +$45.3M +12% 10.1% 61.6% 294 13.61%
RAA
3740
RWC Asset Advisors
Florida
$415M -$134M -24% 5.33% 277% 20 25%
IIM
3741
Ipswich Investment Management
Massachusetts
$414M +$11.5M +3% 8.15% 92.8% 195 9.74%
AFG
3742
ABLE Financial Group
Arizona
$414M +$57.7M +16% 6.75% 57.8% 223 20.63%
NL
3743
NVWM LLC
Pennsylvania
$414M +$37.7M +10% 14.6% 107% 732 16.39%
LOM
3744
LTS One Management
New York
$414M +$79.1M +24% 19.1% 27.6% 27 51.85%
HWM
3745
HFR Wealth Management
New York
$414M +$3.11M +0.8% 4.64% 48.5% 55 10.91%
WFPG
3746
Waller Financial Planning Group
Ohio
$414M +$57.7M +16% 6.19% 40.9% 75 9.33%
MAM
3747
Mystic Asset Management
Rhode Island
$414M +$34.4M +9% 11.7% 86.7% 229 5.24%
EPA
3748
Element Pointe Advisors
Florida
$413M +$2.05M +0.5% 10.1% 54.9% 72 13.89%
ATS
3749
Ashton Thomas Securities
New York
$413M +$52.7M +15% 10.9% 292 13.01%
FPB
3750
First PREMIER Bank
South Dakota
$413M +$19M +5% 5.04% 54.4% 414 8.7%