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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
LL
4426
LPWM LLC
Minnesota
$227M +$18.7M +9% 5.45% 54.3% 73 15.07%
HPC
4427
Highland Peak Capital
Connecticut
$227M +$80.9M +56% 10.4% 260% 34 52.94%
WCG
4428
Weaver Consulting Group
California
$227M +$8.26M +4% 4.98% 50.5% 193 11.4%
TB
4429
Terril Brothers
Missouri
$227M +$13.8M +6% 0.4% 94.4% 60 13.33%
DFA
4430
Delta Financial Advisors
Louisiana
$226M +$18.8M +9% 7.14% 96% 119 7.56%
PWS
4431
Peloton Wealth Strategists
Indiana
$226M +$7.09M +3% 3.72% 51.3% 92 8.7%
SGA
4432
Siguler Guff Advisers
New York
$226M -$30.6M -12% 11.9% 37.7% 7 14.29%
SCI
4433
Stableford Capital II
Arizona
$226M +$86.1M +62% 4.35% 59.3% 167 94.61%
GCM
4434
Gibraltar Capital Management
Oklahoma
$226M +$11.7M +5% 5.51% 56.6% 65 7.69%
WPWM
4435
Windward Private Wealth Management
Kansas
$226M -$8.63M -4% 2.28% 35.5% 46 0%
GWAG
4436
Garrett Wealth Advisory Group
Texas
$225M +$20.4M +10% 4.78% 66.1% 56 19.64%
LSIA
4437
LaSalle St. Investment Advisors
Illinois
$225M -$977K -0.4% 2.03% 61.9% 136 22.79%
RCM
4438
Robinson Capital Management
Michigan
$225M +$12M +6% 1.88% 7.8% 336 33.93%
AIM
4439
AMI Investment Management
Indiana
$225M +$11M +5% 7.45% 47.9% 60 8.33%
FUBT
4440
First United Bank & Trust
Maryland
$225M +$11.9M +6% 6.93% 69.2% 147 3.4%
SRC
4441
Stone Run Capital
New York
$225M +$15.9M +8% 6.89% 77.8% 58 3.45%
BCIM
4442
Bishop & Co Investment Management
Pennsylvania
$225M +$8.04M +4% 3.92% 47.6% 24 0%
CSWG
4443
Cardinal Strategic Wealth Guidance
Kentucky
$225M +$9.5M +4% 6.03% 67.3% 87 9.2%
FDS
4444
Freedom Day Solutions
Texas
$225M +$13.5M +6% 7.39% 84.6% 107 14.95%
OFS
4445
OneAscent Financial Services
Alabama
$225M -$21.3M -9% 1.99% 63.8% 216 62.5%
SIM
4446
Symetra Investment Management
Connecticut
$225M -$6.7M -3% 7.93% 37.3% 3 0%
FRA
4447
Front Row Advisors
California
$225M +$16.4M +8% 11.4% 142% 984 7.52%
QC
4448
Quantedge Capital
Singapore
$225M -$31.2M -12% 8.12% 110% 160 40.63%
PAM
4449
Pegasus Asset Management
New York
$225M +$22.8M +11% 10% 89% 74 8.11%
WC
4450
Weil Company
California
$225M +$4.18M +2% 5.05% 60.7% 155 13.55%