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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
LWMM
4801
Legacy Wealth Management (Mississippi)
Mississippi
$207M +$15M +8% 75
BFA
4802
Beacon Financial Advisory
Ohio
$207M +$26.3M +15% 256
FS
4803
Ferguson Shapiro
Georgia
$207M +$25.7M +14% 42
AWG
4804
Alpha Wave Global
New York
$207M +$49.1M +31% 29
1CP
4805
11 Capital Partners
Connecticut
$207M +$26.4M +15% 18
DP
4806
Divergent Planning
Maryland
$207M +$21.4M +12% 26
LFP
4807
Leeward Financial Partners
Washington
$207M +$26.4M +15% 93
BHA
4808
Beech Hill Advisors
New York
$207M +$8.41M +4% 94
DIP
4809
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 117
HWP
4810
Highline Wealth Partners
California
$206M +$44.5M +27% 444
BOCM
4811
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 37
FCB
4812
First County Bank
Connecticut
$206M +$14.2M +7% 171
HFRG
4813
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 101
EF
4814
Exeter Financial
Arizona
$206M +$16.9M +9% 90
PHAM
4815
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 98
SST
4816
S Squared Technology
New York
$206M +$20.7M +11% 37
C1AG
4817
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 105
TIA
4818
Tiemann Investment Advisors
California
$206M +$18.9M +10% 191
RWP
4819
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 22
PAA
4820
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 177
IVMX
4821
Institutional Venture Management XV
California
$206M +$35.8M +21% 5
GAMC
4822
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 348
GWM
4823
Gray Wealth Management
Maine
$205M +$10.3M +5% 137
IIA
4824
ICW Investment Advisors
Arizona
$205M +$19.1M +10% 139
ECML
4825
Eagle Capital Management (Louisiana)
Louisiana
$205M +$23.5M +13% 35