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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
KWA
4526
KCS Wealth Advisory
California
$216M -$32.9M -13% 2.38% 45.3% 172 15.12%
LPWM
4527
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 4.45% 505 12.48%
RBFC
4528
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 2.38% 109% 215 27.44%
VAG
4529
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 4.07% 74.2% 109 27.52%
WDG
4530
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 3.77% 57.1% 137 8.76%
EHWM
4531
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 2.56% 70.2% 151 5.96%
SCM
4532
Stonehill Capital Management
New York
$216M -$240M -53% 1.71% 145% 25 40%
SI
4533
Sora Investors
Pennsylvania
$216M +$11M +5% 8.87% 94.3% 35 65.71%
CAGAS
4534
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 2.03% 62.3% 522 68.2%
MLA
4535
My Legacy Advisors
Oregon
$215M 4.32% 49.1% 179
PIN
4536
Prudent Investors Network
California
$215M +$3.04M +1% 5.19% 36 22.22%
PCA
4537
Prospect Capital Advisors
California
$215M -$38.9M -15% 9.5% 136% 32 25%
FBT
4538
First Bankers Trust
Kentucky
$215M -$12.3M -5% 1.63% 78.9% 120 5.83%
LAS
4539
Lloyd Advisory Services
Georgia
$215M -$2.29M -1% 3.8% 671 39.79%
OCA
4540
Offit Capital Advisors
New York
$214M +$52.9M +33% 0.43% 2 50%
JWM
4541
Jeppson Wealth Management
California
$214M +$7M +3% 2.03% 77.2% 179 15.64%
WE
4542
Wealth Effects
Massachusetts
$214M -$26.7M -11% 7.65% 160% 224 12.95%
PHAM
4543
Palisades Hudson Asset Management
Florida
$214M -$20.1M -9% 4.06% 53.9% 117 7.69%
AUIM
4544
Aegon USA Investment Management
Iowa
$214M -$146M -40% 4.61% 39.9% 54 24.07%
FP
4545
Financial Perspectives
Minnesota
$214M +$2.63M +1% 2.97% 87.8% 695 7.34%
BIA
4546
Bigelow Investment Advisors
Maine
$214M -$5.95M -3% 4.62% 53.9% 152 7.89%
KWP
4547
Keystone Wealth Partners
Arizona
$214M -$12.5M -6% 3.39% 37 35.14%
VAS
4548
VR Advisory Services
Cayman Islands
$214M -$20.6M -9% 14.4% 93.7% 93 43.01%
ACP
4549
Acuta Capital Partners
California
$214M -$23.9M -10% 9.36% 7,472% 48 39.58%
BCC
4550
Bridge City Capital
Oregon
$214M -$28.5M -12% 8.16% 76.9% 96 3.13%