We are live on ! Find out more

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
XSC
4526
X-Square Capital
Puerto Rico
$211M -$5.77M -3% 12.7% 158% 146 25.34%
LP
4527
Lexington Partners
New York
$211M +$14.3M +7% 7.16% 1.27% 4 25%
AMIM
4528
Aull & Monroe Investment Management
Alabama
$210M +$5M +2% 3.43% 96.6% 137 4.38%
SHWM
4529
Smith & Howard Wealth Management
Georgia
$210M +$11.2M +6% 5.08% 40.4% 65 7.69%
DLG
4530
Daniel L. Goodwin
$210M +$18.4M +10% 8.77% 72.6% 116 14.66%
GTAM
4531
Global Trust Asset Management
Florida
$210M +$28.8M +16% 7.05% 168% 458 19.21%
TGI
4532
TRV GP IV
Massachusetts
$210M -$61.4M -23% 22.1% 1,102% 4 0%
IA
4533
IFG Advisors
Missouri
$210M +$27.1M +15% 6.64% 71.6% 101 8.91%
FDS
4534
Freedom Day Solutions
Texas
$210M +$21.6M +11% 9.28% 84.6% 121 21.49%
RS
4535
Retirement Solution
Washington
$210M +$43.5M +26% 6.98% 65.2% 45 17.78%
BFWA
4536
Benchmark Financial Wealth Advisors
Florida
$209M +$26.2M +14% 5.97% 70.6% 70 15.71%
SCI
4537
Stableford Capital II
Arizona
$209M +$11.7M +6% 7.21% 59.3% 124 12.9%
QC
4538
Quantedge Capital
Singapore
$209M +$82.8M +65% 11.5% 110% 229 73.8%
LFA
4539
Landmark Financial Advisors
Kentucky
$209M +$23.4M +13% 5.19% 11.8% 77 14.29%
SLA
4540
Silver Lake Advisory
Utah
$209M +$12.5M +6% 4.61% 70.9% 106 8.49%
JWM
4541
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 12.5% 99.2% 95 17.89%
LWA
4542
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 5.99% 63.3% 299 5.35%
VST
4543
Van Strum & Towne
California
$209M +$10.7M +5% 6.78% 62.2% 100 6%
LFS
4544
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 6.56% 67.1% 65 7.69%
APSP
4545
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 5.56% 62.1% 76 6.58%
OCM
4546
Ovata Capital Management
Hong Kong
$208M +$47.6M +30% 0.5% 69.1% 68 50%
WTFG
4547
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 6.89% 108% 94 12.77%
RG
4548
Retirement Group
California
$208M -$12.5M -6% 6.1% 33.7% 812 20.07%
PSC
4549
Prentiss Smith & Co
Vermont
$208M +$13M +7% 9.22% 63.9% 79 10.13%
SCP
4550
Seafarer Capital Partners
California
$208M +$76.8M +59% 19.8% 43% 4 25%