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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
LWPC
4051
Legacy Wealth Partners (Colorado)
Colorado
$399M +$12.6M +3% 0.02% 203 26.11%
PNFS
4052
PW Nova Financial Services
Pennsylvania
$399M +$135M +51% 0.3% 194 40.72%
IAA
4053
Ironsides Asset Advisors
North Carolina
$399M +$4.18M +1% 1.29% 45.2% 86 18.6%
T2I
4054
Turim 21 Investimentos
Brazil
$399M +$140M +54% 1.1% 62% 163 57.67%
NC
4055
NovaPoint Capital
Georgia
$399M +$10.3M +3% 2.28% 72.2% 81 4.94%
FFG
4056
Fortem Financial Group
California
$399M +$24.4M +7% 2.85% 179% 184 11.96%
BA
4057
Bard Associates
Illinois
$398M +$8.99M +2% 6.99% 200% 307 26.38%
THL
4058
Tillman Hartley LLC
Colorado
$398M -$91.6K -0% 0.92% 38.3% 94 9.57%
MHC
4059
May Hill Capital
Massachusetts
$398M +$27.3M +7% 0.03% 238 22.69%
BWM
4060
BCGM Wealth Management
Indiana
$398M +$6.25M +2% 0.23% 47.4% 185 9.19%
LWM
4061
LongView Wealth Management
Georgia
$398M -$16M -4% 1.08% 267 14.23%
SC
4062
Searle & Co
Connecticut
$398M +$10.1M +3% 3.59% 93.8% 199 8.54%
KFG
4063
Kelly Financial Group
Connecticut
$398M +$4.24M +1% 0.9% 102 7.84%
CF
4064
Cypress Funds
California
$398M -$207M -34% 12.9% 114% 15 13.33%
TA
4065
TrueWealth Advisors
Alabama
$398M +$11.4M +3% 0.29% 58.5% 251 11.16%
VC
4066
Vision Capital
Ontario, Canada
$397M +$170M +75% 7.1% 12.9% 17 47.06%
DL
4067
Dockside LLC
New York
$397M +$7.91M +2% 0% 360 100%
ECA
4068
Elevated Capital Advisors
Utah
$397M -$31.7M -7% 0.88% 37.3% 889 11.7%
LSA
4069
Lansing Street Advisors
Pennsylvania
$397M +$5.57M +1% 1.75% 167 25.75%
TPWA
4070
Twin Peaks Wealth Advisors
California
$397M +$53.9M +16% 2.77% 2,369 92.02%
RH
4071
RFG Holdings
Texas
$397M -$1.93M -0.5% 2.87% 72.3% 73 13.7%
LCG
4072
Lisanti Capital Growth
New York
$397M -$25.2M -6% 22.1% 1,090% 154 61.69%
GF
4073
Gray Foundation
New York
$397M -$1.78M -0.4% 0.13% 11 0%
PIM
4074
Platinum Investment Management
Australia
$397M -$35.9M -8% 2.4% 135% 130 36.15%
EH
4075
EMG Holdings
Connecticut
$397M +$261M +193% 11.9% 5.25% 38 60.53%