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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
DEA
4351
DoubleLine ETF Adviser
Florida
$301M -$69.4M -19% 0.14% 51.6% 196 37.76%
LMGAM
4352
Liberty Mutual Group Asset Management
Massachusetts
$301M -$119M -28% 4.26% 47.9% 19 36.84%
HC
4353
Headland Capital
South Carolina
$301M +$8.63M +3% 2.48% 72 40.28%
PLU
4354
Performa Ltd (US)
South Carolina
$301M +$16.6M +6% 2.98% 55.8% 65 38.46%
FFO
4355
Fiduciary Family Office
Florida
$301M -$39.3M -12% 4.42% 249 94.78%
CC
4356
Cannell Capital
Wyoming
$301M -$187M -38% 6.76% 127% 60 28.33%
WA
4357
WP Advisors
California
$300M +$192K +0.1% 1.59% 95.5% 115 14.78%
TCM
4358
Triumph Capital Management
Colorado
$300M +$8.03M +3% 2.01% 48.6% 304 19.41%
HBS
4359
Howard Bailey Securities
Indiana
$300M +$30.8M +11% 1.08% 186 28.49%
WTFG
4360
Wells Trecaso Financial Group
Ohio
$300M -$6.07M -2% 2.36% 108% 94 8.51%
WBC
4361
West Branch Capital
Massachusetts
$300M -$13.7M -4% 5.05% 139% 587 16.87%
BTD
4362
BankPlus Trust Department
Mississippi
$300M -$5.11M -2% 1.81% 519 17.73%
AWM
4363
Abound Wealth Management
Tennessee
$300M -$12.1M -4% 3.11% 58.6% 1,342 14.16%
BFA
4364
Boulay Financial Advisors
Minnesota
$299M 2.85% 2
GOCP
4365
Great Oak Capital Partners
Massachusetts
$299M $0 0% 0.64% 32 0%
PWM
4366
Palumbo Wealth Management
New York
$299M +$31.3M +12% 1.21% 115% 199 18.09%
IAG
4367
Investment Advisory Group
Massachusetts
$299M +$304K +0.1% 1.92% 61.6% 174 6.9%
FWM
4368
ForthRight Wealth Management
Georgia
$299M -$1.1M -0.4% 1.4% 44.6% 66 10.61%
FAP
4369
Financial Advisory Partners
Florida
$299M -$2.19M -0.7% 0.9% 46.7% 67 5.97%
EI
4370
eCIO Inc
Wisconsin
$299M 0.87% 498
AA
4371
Argent Advisors
Louisiana
$299M +$29M +11% 0.44% 63.1% 153 14.38%
LSA
4372
Lansing Street Advisors
Pennsylvania
$299M +$11.8M +4% 2.69% 142 16.9%
PM
4373
Phraction Management
Connecticut
$299M +$13.3M +5% 0.9% 89.7% 77 11.69%
GPSPJS
4374
General Pension Society PZU Joint Stock
Poland
$299M -$27.3M -8% 5.28% 116% 20 25%
RBWA
4375
RFG - Bristol Wealth Advisors
Massachusetts
$298M -$6.27M -2% 0.99% 180 17.22%