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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
GCA
4126
GSI Capital Advisors
California
$112M -$55.9M -33% 20.2% 25.4% 35 45.71%
DLHL
4127
Donald L. Hagan LLC
Florida
$111M -$3.64M -3% 14.9% 47.9% 107 43.93%
MWM
4128
MinichMacGregor Wealth Management
New York
$111M -$68.1M -38% 14.9% 119% 121 89.26%
LFA
4129
Legend Financial Advisors
Pennsylvania
$111M -$5.73M -5% 1.83% 117% 39 48.72%
NEGWA
4130
New England Guild Wealth Advisors
Connecticut
$111M -$27.9M -20% 15.4% 6.04% 61 22.95%
LFASL
4131
Lugano Financial Advisors SA (LFA)
Switzerland
$111M -$25.7M -19% 15.9% 36.8% 138 13.04%
GAMC
4132
Garner Asset Management Corp
Texas
$111M -$33.3M -23% 20.4% 68.1% 149 10.07%
FBT
4133
First Bank & Trust
South Dakota
$111M -$26.3M -19% 17.9% 78.5% 452 15.71%
CNBT
4134
Cornerstone National Bank & Trust
Illinois
$111M -$628K -0.6% 11.7% 33.9% 60 13.33%
GIP
4135
General Industrial Partners
United Kingdom
$111M -$43.1M -28% 2.57% 11 100%
CSA
4136
Cottage Street Advisors
Massachusetts
$111M -$65.1M -37% 18.5% 91.4% 102 14.71%
CIA
4137
Compass Ion Advisors
Pennsylvania
$111M -$82.8M -43% 0.14% 56.7% 66 45.45%
XWM
4138
Xcel Wealth Management
Florida
$111M -$9.51M -8% 16.1% 93.7% 84 23.81%
CPC
4139
Congress Park Capital
New York
$111M -$24.7M -18% 17.2% 95.6% 110 31.82%
CJA
4140
C-J Advisory
California
$111M -$57.2M -34% 16.2% 39.2% 40 30%
TVWM
4141
Tower View Wealth Management
Wisconsin
$111M -$21.2M -16% 12.8% 132% 153 26.8%
SFA
4142
Spectrum Financial Alliance
Kentucky
$111M -$61.2M -36% 33.8% 185% 14 21.43%
T
4143
TrueFG
Texas
$111M -$21.3M -16% 18.8% 51.4% 30 10%
CT
4144
Clearstead Trust
Maine
$111M -$25.9M -19% 14% 84.1% 197 14.72%
UIA
4145
UBP Investment Advisors
Switzerland
$111M -$17.1M -13% 8.93% 11.2% 57 21.05%
HP
4146
Harvey Partners
New York
$111M -$65.4M -37% 18.2% 124% 46 56.52%
PVMCV
4147
Polaris Venture Management Co V
Massachusetts
$110M -$27M -20% 8.37% 281% 11 9.09%
FSG
4148
Financial Strategies Group
Michigan
$110M -$13.7M -11% 14.9% 39.5% 54 35.19%
CI
4149
Centerstone Investors
New York
$110M -$29.2M -21% 20% 73.7% 30 33.33%
FTS
4150
Fifth Third Securities
Ohio
$110M -$12.4M -10% 14.7% 58.9% 70 24.29%