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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
LWAM
3826
Legacy Wealth Asset Management
Minnesota
$362M -$5.5M -1% 1.03% 102% 368 13.32%
WWP
3827
Waypoint Wealth Partners
California
$362M -$4.94M -1% 1.24% 52.1% 73 10.96%
LC
3828
Landaas & Company
Wisconsin
$362M +$537K +0.1% 2.88% 60.3% 99 15.15%
LCM
3829
Lionstone Capital Management
New York
$362M -$29.1M -7% 6.87% 89.6% 11 0%
AI
3830
AXS Investments
New York
$362M +$2.44M +0.7% 0.83% 69.6% 243 27.98%
CIP
3831
Convergence Investment Partners
Florida
$361M -$86.1M -19% 0.9% 284% 313 44.41%
AC
3832
Arjuna Capital
North Carolina
$361M -$14.5M -4% 2.98% 74.9% 124 29.03%
WFM
3833
Wolff Financial Management
Michigan
$361M +$647K +0.2% 0.32% 52.8% 99 7.07%
DI
3834
DDFG Inc
California
$361M +$14.3M +4% 0.18% 50.9% 79 5.06%
CWA
3835
Clarity Wealth Advisors
California
$361M -$6.25M -2% 3.11% 85.1% 96 3.13%
ATS
3836
Ashton Thomas Securities
New York
$361M -$3.66M -1% 0.9% 280 13.57%
FMC
3837
FTV Management Company
California
$360M +$26.3M +8% 8.25% 30.5% 1 0%
CWAG
3838
Compton Wealth Advisory Group
Virginia
$360M -$27.1M -7% 1.72% 67.6% 110 28.18%
MIA
3839
Milestone Investment Advisors
Wisconsin
$360M -$7.86M -2% 2.42% 43.6% 137 13.14%
EA
3840
Evergreen Advisors
Tennessee
$360M -$5.58M -2% 0.63% 20 15%
PWP
3841
Precedent Wealth Partners
Texas
$360M +$53.7M +18% 1.48% 164 15.24%
FIM
3842
Fruth Investment Management
Texas
$360M -$2.88M -0.8% 1.17% 71% 223 6.28%
CWA
3843
Cornerstone Wealth Advisors
Minnesota
$360M -$4.17M -1% 1.41% 42.6% 51 11.76%
BZWA
3844
Blue Zone Wealth Advisors
California
$360M +$13.1M +4% 1.16% 78.3% 109 10.09%
MCM
3845
Monarch Capital Management
Indiana
$360M -$5.35M -1% 0.97% 65% 117 4.27%
OWA
3846
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 2.16% 54.9% 272 12.5%
SCM
3847
Sollinda Capital Management
Florida
$359M -$4.43M -1% 0.65% 76 22.37%
RWM
3848
Rockline Wealth Management
New York
$359M -$14.9M -4% 4.95% 103 10.68%
EWM
3849
EPG Wealth Management
Georgia
$359M -$20.2M -5% 2.18% 96% 446 11.66%
PEA
3850
Park Edge Advisors
Ohio
$359M +$15.4M +4% 2.12% 53.7% 155 21.29%