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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
LI
4626
LifeWealth Investments
Florida
$374M +$39.1M +12% 10.3% 158 24.68%
CIA
4627
Cape Investment Advisory
Georgia
$374M +$73.4M +24% 14.3% 65.2% 1,449 84.33%
LA
4628
LFL Advisers
Illinois
$374M +$41.6M +13% 12.9% 83% 9 0%
PWM
4629
Penobscot Wealth Management
Maine
$374M +$35.5M +10% 10.9% 50.5% 119 11.76%
HAC
4630
Harbor Advisory Corp
New Hampshire
$374M +$40.9M +12% 15.5% 63.2% 86 12.79%
PHWM
4631
Pine Harbor Wealth Management
Maryland
$373M +$39.2M +12% 9.72% 112 8.93%
FF
4632
Friday Financial
Iowa
$373M +$83.2M +29% 12.3% 110 17.27%
HKIMG
4633
Hutchens & Kramer Investment Management Group
Indiana
$373M +$56.7M +18% 14.6% 84.6% 172 20.35%
3CP
4634
3G Capital Partners
New York
$373M +$91.5M +32% 78.8% 351% 20 60%
REST
4635
Retail Employees Superannuation Trust
$373M -$299M -45% 6.34% 31 22.58%
OFW
4636
Omnia Family Wealth
Florida
$373M +$55.8M +18% 11.8% 80.6% 108 21.3%
RWM
4637
Rench Wealth Management
Texas
$372M +$40.1M +12% 20.2% 106% 68 10.29%
AB
4638
Atlas Brown
Kentucky
$372M +$40.3M +12% 18.1% 102% 242 8.68%
HAM
4639
Harmony Asset Management
Arizona
$372M +$45.2M +14% 21.1% 214 14.95%
KA
4640
Kooman & Associates
Pennsylvania
$372M +$37M +11% 12% 59.9% 60 23.33%
VC
4641
Veery Capital
Delaware
$372M +$46.2M +14% 13.6% 57.1% 109 20.18%
LAM
4642
Lifestyle Asset Management
Texas
$372M +$65.9M +22% 18.3% 82.6% 146 19.86%
AIM
4643
Aspen Investment Management
Michigan
$372M +$45.4M +14% 18.3% 84.9% 189 10.58%
HP
4644
HealthInvest Partners
Sweden
$372M +$62M +20% 19.1% 42 14.29%
CPIA
4645
Cornell Pochily Investment Advisors
New York
$372M +$31.3M +9% 14.5% 83.7% 192 10.94%
MP
4646
MIO Partners
New York
$372M +$31.9M +9% 14.8% 7 28.57%
GWM
4647
Graybill Wealth Management
Illinois
$372M +$43.1M +13% 18% 84 3.57%
SCA
4648
Strathmore Capital Advisors
North Carolina
$371M +$17.5M +5% 8.9% 144 5.56%
BWAM
4649
Boyd Watterson Asset Management
Ohio
$371M +$45.6M +14% 18.3% 101% 401 4.49%
RW
4650
Regimen Wealth
Georgia
$371M +$28.8M +8% 6.82% 34.4% 77 10.39%