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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
LFS
4351
Legacy Financial Strategies
Kansas
$213M +$3.83M +2% 0.86% 67.1% 64 6.25%
HCM
4352
HMS Capital Management
Tennessee
$213M -$9.77M -4% 0.69% 130% 137 18.98%
PAMI
4353
Perseverance Asset Management International
Cayman Islands
$212M -$99.3M -32% 18.4% 68.4% 20 15%
IWMA
4354
Ironwood Wealth Management (Arizona)
Arizona
$212M +$39M +22% 1.47% 25.4% 51 0%
FGAM
4355
Financial Gravity Asset Management
Texas
$212M -$66.7M -24% 0.82% 1,118 29.07%
NSB
4356
Norway Savings Bank
Maine
$212M +$7.09M +3% 0.1% 101% 335 9.85%
HWC
4357
Hill Winds Capital
New York
$212M +$23.7M +13% 1.59% 8.52% 62 56.45%
AFS
4358
Axiom Financial Strategies
Indiana
$212M -$4.67M -2% 1.57% 41.2% 81 11.11%
BGC
4359
Birch Grove Capital
New York
$212M +$6.38M +3% 2.24% 2.66% 55 9.09%
JWM
4360
Jupiter Wealth Management
Colorado
$212M +$3.19M +2% 0.15% 85.9% 98 15.31%
SC
4361
Sawyer & Company
Massachusetts
$212M -$2.21M -1% 0.28% 97.4% 188 9.04%
SEEDPG
4362
S.E.E.D. Planning Group
New York
$212M +$8.83M +4% 0.18% 50.4% 98 23.47%
CGI
4363
Calixto Global Investors
Florida
$212M +$41.4M +24% 4.65% 180% 12 16.67%
SHWM
4364
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 1.13% 33.6% 70 14.29%
PFT
4365
Providence First Trust
Arizona
$212M -$698K -0.3% 1.46% 64.1% 82 1.22%
NC
4366
Nokomis Capital
Texas
$212M -$48M -18% 0.86% 204% 69 31.88%
AGA
4367
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 0.24% 126% 133 46.62%
KWA
4368
KCS Wealth Advisory
California
$211M -$985K -0.5% 0.14% 45.3% 154 6.49%
ECM
4369
EII Capital Management
New York
$211M -$1.29M -0.6% 0.55% 46.9% 195 7.69%
SAM
4370
Soditic Asset Management
United Kingdom
$211M +$13.1M +7% 0.32% 23.4% 19 10.53%
GP
4371
Geneva Partners
Wisconsin
$211M -$7.28M -3% 2.4% 252% 114 43.86%
DL
4372
DOHJ LLC
Washington
$211M +$21M +11% 0.05% 51.5% 116 25.86%
KA
4373
Kercheville Advisors
Texas
$211M -$4.88M -2% 0.01% 209% 125 16%
LWA
4374
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 0.29% 63.3% 308 8.12%
MFS
4375
Madrona Financial Services
Washington
$211M +$16M +8% 0.85% 75.4% 68 20.59%