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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
DLHL
4326
Donald L. Hagan LLC
Florida
$111M -$3.64M -3% 14.9% 47.9% 107 43.93%
LFA
4327
Legend Financial Advisors
Pennsylvania
$111M -$5.73M -5% 1.83% 117% 39 48.72%
NEGWA
4328
New England Guild Wealth Advisors
Connecticut
$111M -$27.9M -20% 15.4% 6.04% 61 22.95%
LFASL
4329
Lugano Financial Advisors SA (LFA)
Switzerland
$111M -$25.7M -19% 15.9% 44.9% 138 13.04%
GAMC
4330
Garner Asset Management Corp
Texas
$111M -$33.3M -23% 20.4% 95.3% 149 10.07%
FBT
4331
First Bank & Trust
South Dakota
$111M -$26.3M -19% 17.9% 78.5% 452 15.71%
CNBT
4332
Cornerstone National Bank & Trust
Illinois
$111M -$628K -0.6% 11.7% 33.9% 60 13.33%
GIP
4333
General Industrial Partners
United Kingdom
$111M -$43.1M -28% 2.57% 11 100%
CSA
4334
Cottage Street Advisors
Massachusetts
$111M -$65.1M -37% 18.5% 91.4% 102 14.71%
CIA
4335
Compass Ion Advisors
Pennsylvania
$111M -$82.8M -43% 0.14% 68.9% 66 45.45%
XWM
4336
Xcel Wealth Management
Florida
$111M -$9.51M -8% 16.1% 93.7% 84 23.81%
CPC
4337
Congress Park Capital
New York
$111M -$24.7M -18% 17.2% 95.6% 110 31.82%
CJA
4338
C-J Advisory
California
$111M -$57.2M -34% 16.2% 39.2% 40 30%
TVWM
4339
Tower View Wealth Management
Wisconsin
$111M -$21.2M -16% 12.8% 132% 153 26.8%
SFA
4340
Spectrum Financial Alliance
Kentucky
$111M -$61.2M -36% 33.8% 185% 14 21.43%
T
4341
TrueFG
Texas
$111M -$21.3M -16% 18.8% 51.4% 30 10%
CT
4342
Clearstead Trust
Maine
$111M -$25.9M -19% 14% 111% 197 14.72%
UIA
4343
UBP Investment Advisors
Switzerland
$111M -$17.1M -13% 8.93% 11.2% 57 21.05%
HP
4344
Harvey Partners
New York
$111M -$65.4M -37% 18.2% 174% 46 56.52%
PVMCV
4345
Polaris Venture Management Co V
Massachusetts
$110M -$27M -20% 8.37% 281% 11 9.09%
FSG
4346
Financial Strategies Group
Michigan
$110M -$13.7M -11% 14.9% 44.9% 54 35.19%
CI
4347
Centerstone Investors
New York
$110M -$29.2M -21% 20% 73.7% 30 33.33%
FTS
4348
Fifth Third Securities
Ohio
$110M -$12.4M -10% 14.7% 58.9% 70 24.29%
FWM
4349
Fairhaven Wealth Management
Illinois
$110M -$9.92M -8% 22% 93 32.26%
BCA
4350
Bay Colony Advisors
Massachusetts
$110M -$43.6M -28% 14.7% 91.8% 276 46.01%