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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
LFA
4676
Legend Financial Advisors
Pennsylvania
$117M -$560K -0.5% 9.6% 117% 35 20%
MRI
4677
Mad River Investors
Massachusetts
$117M +$14.3M +14% 13.3% 206% 24 8.33%
LS
4678
Liquid Strategies
Georgia
$117M 3.11% 37.8% 6
MA
4679
Mangham Associates
Virginia
$117M -$17.6M -13% 8.34% 24.4% 4 25%
PGF
4680
Pelham Global Financials
United Kingdom
$117M +$2.21M +2% 3.39% 24.5% 8 37.5%
ATWA
4681
Arbor Trust Wealth Advisors
Michigan
$117M 7.69% 52.8% 83
BFA
4682
Beacon Financial Advisory
Ohio
$117M 5.96% 53.5% 162
BA
4683
Ballew Advisors
Mississippi
$117M +$7.08M +6% 4.7% 62.3% 99 17.17%
TCM
4684
Tandem Capital Management
New Jersey
$117M 8.29% 83.8% 75
DG
4685
Dumont Global
New York
$116M 6.82% 6
CSWG
4686
Cardinal Strategic Wealth Guidance
Kentucky
$116M 6.35% 53.4% 55
IG
4687
Inherent Group
New York
$116M +$8.69M +8% 20.4% 61.7% 7 0%
WCM
4688
Washington Capital Management
Washington
$116M +$14.1M +14% 10.1% 76.9% 108 15.74%
BRC
4689
Bell Rock Capital
Delaware
$116M +$3.39M +3% 6.96% 393 11.45%
LWM
4690
Loveless Wealth Management
Montana
$116M 5.91% 116
RFO
4691
RiverGlades Family Offices
Florida
$116M +$4.04M +4% 5.82% 67 11.94%
MAP
4692
Madison Avenue Partners
New York
$116M 18.5% 241% 15
KI
4693
Koch Industries
Kansas
$116M -$17.6M -13% 12.7% 56.9% 2 0%
AAM
4694
Ascension Asset Management
New York
$116M +$7.64M +7% 7.85% 70 0%
BWM
4695
Benchmark Wealth Management
Connecticut
$116M 4.69% 42.7% 51
LHC
4696
Little House Capital
Massachusetts
$116M -$16.2M -12% 7.8% 85.8% 109 12.84%
JI
4697
Jeereddi Investments
California
$116M 28.7% 37.7% 50
TPW
4698
TL Private Wealth
Texas
$116M 6.15% 46% 44
SHA
4699
Seneca House Advisors
Virginia
$116M +$9.85M +9% 7.67% 48% 88 5.68%
MMM
4700
Mendel Money Management
Illinois
$116M +$7.38M +7% 6.03% 55.5% 53 3.77%