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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
LA
4501
Legacy Advisors
Pennsylvania
$126M +$26M +26% 22.9% 113 24.78%
SAM
4502
Selway Asset Management
$126M +$22.3M +22% 22.9% 36.5% 75 14.67%
FBCM
4503
Fort Baker Capital Management
California
$126M -$24.6M -16% 15.4% 46.3% 41 56.1%
LFPWM
4504
Leicht Financial Planning & Wealth Management
New Jersey
$126M +$22.5M +22% 12.5% 46.3% 67 91.04%
OWA
4505
One Wealth Advisors
California
$126M +$25M +25% 22.8% 66% 102 32.35%
GC
4506
Greencape Capital
Australia
$126M -$17.8M -12% 10.6% 98.1% 4 0%
LC
4507
Landaas & Company
Wisconsin
$126M +$7.28M +6% 17% 60.3% 57 17.54%
UIA
4508
UBP Investment Advisors
Switzerland
$126M +$15.1M +14% 12% 11.2% 63 26.98%
PWM
4509
PRW Wealth Management
Massachusetts
$126M +$43.2M +52% 30.2% 42.3% 85 31.76%
PFT
4510
Providence First Trust
Arizona
$126M +$21.3M +20% 12% 64.1% 70 18.57%
VPI
4511
VELT Partners Investimentos
Brazil
$126M -$58K -0% 71.8% 19.4% 6 16.67%
MHR
4512
Matthew Hamilton Rosenberg
$126M +$25M +25% 15.9% 48.3% 562 44.48%
FWM
4513
Filbrandt Wealth Management
Wisconsin
$126M +$34.7M +38% 21.6% 510 65.29%
ACM
4514
Adalta Capital Management
New York
$126M +$15.4M +14% 22.8% 80.4% 74 24.32%
GI
4515
GS Investments
Minnesota
$126M +$23.7M +23% 27.8% 94.1% 116 3.45%
TS
4516
Tamar Securities
California
$125M 25.1% 84.8% 43
TF
4517
TRH Financial
Iowa
$125M 20% 64
RZH
4518
Relyea Zuckerberg Hanson
Connecticut
$125M +$34.1M +37% 31% 84.4% 116 12.93%
HH
4519
HWG Holdings
Texas
$125M 29.3% 115
BA
4520
Baugh & Associates
Georgia
$125M +$21.9M +21% 19% 83.8% 40 12.5%
FFC
4521
Fure Financial Corporation
Minnesota
$125M +$32.5M +35% 16.3% 59.5% 36 61.11%
C
4522
Clearshares
New York
$125M +$54.2M +76% 12.7% 37 37.84%
BFM
4523
Broadview Financial Management
Wisconsin
$125M +$13.1M +12% 17.6% 52.4% 45 11.11%
JAM
4524
JLP Asset Management
New York
$125M -$19.3M -13% 9.86% 16.1% 33 24.24%
EWG
4525
Executive Wealth Group
Washington
$125M +$20.6M +20% 22.7% 14.9% 44 15.91%