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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
SLA
4451
Silver Lake Advisory
Utah
$209M +$12.5M +6% 4.61% 70.9% 106 8.49%
JWM
4452
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 12.5% 85.9% 95 17.89%
LWA
4453
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 5.99% 63.3% 299 5.35%
VST
4454
Van Strum & Towne
California
$209M +$10.7M +5% 6.78% 50.9% 100 6%
LFS
4455
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 6.56% 67.1% 65 7.69%
APSP
4456
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 5.56% 62.1% 76 6.58%
OCM
4457
Ovata Capital Management
Hong Kong
$208M +$47.6M +30% 0.5% 68.1% 68 50%
WTFG
4458
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 6.89% 108% 94 12.77%
RG
4459
Retirement Group
California
$208M -$12.5M -6% 6.1% 33.7% 812 20.07%
PSC
4460
Prentiss Smith & Co
Vermont
$208M +$13M +7% 9.22% 55.2% 79 10.13%
SCP
4461
Seafarer Capital Partners
California
$208M +$76.8M +59% 19.8% 76.2% 4 25%
DCM
4462
Davidson Capital Management
Texas
$207M +$15.8M +8% 6.77% 64% 93 19.35%
JSAM
4463
J. Safra Asset Management
New York
$207M -$6.68M -3% 6.4% 68.9% 35 17.14%
FBT
4464
First Bank & Trust
South Dakota
$207M +$8.55M +4% 7.4% 78.5% 430 4.65%
TA
4465
TFG Advisers
Michigan
$207M +$13.2M +7% 6.13% 61.8% 194 3.09%
CPFP
4466
Clear Perspectives Financial Planning
Ohio
$207M +$34.5M +20% 4.7% 216 15.74%
SCM
4467
Stadium Capital Management
Connecticut
$207M -$7.07M -3% 1.11% 11% 12 25%
RCA
4468
Rex Capital Advisors
Rhode Island
$207M +$66.7M +47% 5.59% 7.31% 22 9.09%
CHM
4469
Collaborative Holdings Management
New York
$207M +$25.8M +14% 6.29% 591% 25 56%
OFG
4470
Omega Financial Group
California
$207M +$10.4M +5% 5.08% 45.2% 63 4.76%
PWM
4471
Paulson Wealth Management
Illinois
$207M +$5.41M +3% 5.34% 47.2% 91 5.49%
CA
4472
Crumly & Associates
Illinois
$206M +$35.3M +21% 6.96% 55.2% 103 16.5%
GA
4473
Greytown Advisors
Florida
$206M +$4.6M +2% 6.99% 14.1% 111 15.32%
BIA
4474
Bigelow Investment Advisors
Maine
$206M +$8.86M +4% 5.33% 53.9% 144 5.56%
ACM
4475
Ategra Capital Management
Virginia
$206M +$25.5M +14% 5.1% 91.1% 118 14.41%