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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
3901
Legacy Wealth Asset Management
Minnesota
$286M +$9.2M +3% 5.37% 102% 351 8.83%
AAA
3902
Affinity Asset Advisors
New York
$286M -$16.7M -6% 12.8% 1,487% 97 52.58%
TLP
3903
Trinity Legacy Partners
Texas
$286M +$19.8M +7% 6.44% 63.3% 95 22.11%
II
3904
INCA Investments
Florida
$286M +$16.8M +6% 19.2% 128% 11 0%
EGA
3905
E&G Advisors
Texas
$286M +$16M +6% 6.84% 92.3% 201 4.48%
HA
3906
Hamel Associates
New Jersey
$286M -$2.88M -1% 2.4% 50.6% 82 12.2%
PRWA
3907
Platte River Wealth Advisors
Colorado
$285M +$24.8M +10% 6.14% 28.6% 104 20.19%
CPA
3908
Court Place Advisors
Maryland
$285M +$9.33M +3% 6.99% 92% 167 5.39%
GU
3909
Georgetown University
District of Columbia
$285M -$900K -0.3% 8.97% 79.9% 22 4.55%
SL
3910
SWF LLC
Nebraska
$285M +$25.8M +10% 10% 87.4% 2 0%
NFAM
3911
North Fourth Asset Management
New Jersey
$285M -$177M -38% 12.8% 104% 126 82.54%
SCA
3912
Sage Capital Advisors
South Dakota
$285M +$22.4M +9% 7.54% 89.4% 132 9.85%
SEEDPG
3913
S.E.E.D. Planning Group
New York
$285M +$25.8M +10% 7.07% 45.1% 94 10.64%
DA
3914
Denali Advisors
California
$285M +$44.5M +18% 7.18% 106% 533 30.21%
GDS
3915
Gimbel Daniel Scott
$285M +$42.5M +18% 17.6% 57.1% 2 0%
WI
3916
Wahed Invest
New York
$284M +$53M +23% 11.2% 140% 244 7.79%
SHWM
3917
Smith & Howard Wealth Management
Georgia
$284M -$5.95M -2% 3.5% 40.4% 72 6.94%
RAM
3918
Riggs Asset Management
Pennsylvania
$284M +$26.3M +10% 8.22% 207% 415 18.31%
GPSPJS
3919
General Pension Society PZU Joint Stock
Poland
$284M +$19.5M +7% 6.47% 116% 19 0%
NWA
3920
New World Advisors
Massachusetts
$284M +$23.5M +9% 8.16% 84.1% 64 10.94%
CAMV
3921
Concord Asset Management (Virginia)
Virginia
$284M +$39.3M +16% 3.76% 64.7% 118 9.32%
APGDR
3922
Absoluto Partners Gestao de Recursos
Brazil
$283M +$29.3M +12% 43.4% 78.7% 32 40.63%
SLWA
3923
San Luis Wealth Advisors
California
$283M +$22.7M +9% 5.99% 58.8% 193 35.75%
HCM
3924
Hillman Capital Management
Maryland
$283M +$19M +7% 4.99% 20.2% 55 5.45%
WAAG
3925
Wealth Alliance Advisory Group
Kansas
$283M +$16M +6% 5.99% 66.9% 186 18.28%