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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
IFO
4326
Independent Family Office
New York
$203M -$103M -34% 11.2% 68.4% 74 20.27%
B
4327
BetterWealth
California
$203M +$128M +171% 13.4% 55.7% 49 51.02%
LFS
4328
Legacy Financial Strategies
Kansas
$203M -$32M -14% 13.9% 67.1% 70 15.71%
WWM
4329
WT Wealth Management
Arizona
$203M -$57.9M -22% 12% 66.6% 128 27.34%
SI
4330
SimpliFi Inc
California
$203M -$17.5M -8% 7.73% 26.7% 34 8.82%
SAMC
4331
Spectrum Asset Management (California)
California
$203M -$52.3M -21% 9.34% 62.9% 116 25.86%
WRM
4332
Weybosset Research & Management
Rhode Island
$202M 13.4% 73.4% 48
MG
4333
Meditor Group
Bermuda
$202M -$37.5M -16% 2.22% 41.1% 4 0%
FP
4334
Fiduciary Planning
Florida
$202M +$20M +11% 10.5% 65.5% 40 7.5%
AA
4335
Auxano Advisors
Washington
$202M -$32.8M -14% 15.3% 85.4% 88 18.18%
PIC
4336
PCJ Investment Counsel
Ontario, Canada
$202M -$71.5M -26% 13.9% 164% 85 36.47%
KTM
4337
Keeler Thomas Management
Utah
$202M -$6.34M -3% 12.4% 46.1% 79 32.91%
JGIA
4338
Jackson Grant Investment Advisers
Connecticut
$202M -$35.9M -15% 12% 54.3% 368 8.7%
RA
4339
Ramius Advisors
New York
$202M -$17.1M -8% 4.69% 187% 355 95.49%
PCM
4340
Palouse Capital Management
Washington
$202M -$25.5M -11% 12.5% 67.8% 105 27.62%
SCM
4341
Springhouse Capital Management
Connecticut
$202M +$44.4M +28% 5.2% 52% 64 40.63%
TAM
4342
Tealwood Asset Management
Minnesota
$202M -$34.3M -15% 10.3% 121% 135 6.67%
NF
4343
Nikulski Financial
Iowa
$202M -$34.9M -15% 14.1% 95.8% 134 14.18%
OC
4344
Oarsman Capital
Wisconsin
$201M -$54.7M -21% 12.6% 70.6% 194 16.49%
SWMG
4345
Sanchez Wealth Management Group
Florida
$201M -$36.6M -15% 15.6% 56.9% 34 2.94%
PI
4346
Pettee Investors
Connecticut
$201M -$26.4M -12% 9.68% 96.1% 122 4.92%
AEPLI
4347
AH Equity Partners LSV III
California
$201M -$172M -46% 44.9% 3 0%
BCIM
4348
Bishop & Co Investment Management
Pennsylvania
$201M -$30.9M -13% 14.5% 47.6% 25 16%
PA
4349
Paragon Advisors
Texas
$201M -$38.2M -16% 25% 109% 86 44.19%
VFIC
4350
Valley Forge Investment Consultants
Pennsylvania
$201M -$42.1M -17% 15.6% 61.9% 89 14.61%