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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
SHWM
4401
Smith & Howard Wealth Management
Georgia
$210M +$11.2M +6% 65
DLG
4402
Daniel L. Goodwin
$210M +$18.4M +10% 116
TGI
4403
TRV GP IV
Massachusetts
$210M -$61.4M -23% 4
AAA
4404
Affinity Asset Advisors
New York
$210M +$5.92M +3% 85
IA
4405
IFG Advisors
Missouri
$210M +$27.1M +15% 101
GTAM
4406
Global Trust Asset Management
Florida
$210M +$28.5M +16% 461
FDS
4407
Freedom Day Solutions
Texas
$210M +$21.6M +11% 121
RS
4408
Retirement Solution
Washington
$210M +$43.5M +26% 45
BFWA
4409
Benchmark Financial Wealth Advisors
Florida
$209M +$26.2M +14% 70
SCI
4410
Stableford Capital II
Arizona
$209M +$11.7M +6% 124
LFA
4411
Landmark Financial Advisors
Kentucky
$209M +$23.4M +13% 77
SLA
4412
Silver Lake Advisory
Utah
$209M +$12.5M +6% 106
JWM
4413
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 95
LWA
4414
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 299
VST
4415
Van Strum & Towne
California
$209M +$10.7M +5% 100
LFS
4416
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 65
APSP
4417
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 76
OCM
4418
Ovata Capital Management
Hong Kong
$208M +$47.5M +30% 66
WTFG
4419
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 87
RG
4420
Retirement Group
California
$208M -$12.5M -6% 815
PSC
4421
Prentiss Smith & Co
Vermont
$208M +$13M +7% 79
SCP
4422
Seafarer Capital Partners
California
$208M +$76.8M +59% 4
DCM
4423
Davidson Capital Management
Texas
$207M +$15.8M +8% 93
ATFA
4424
All Terrain Financial Advisors
Minnesota
$207M -$1.87M -0.9% 89
JSAM
4425
J. Safra Asset Management
New York
$207M -$6.68M -3% 35