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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 Avg Holding
Period (Yrs)
LWMM
4851
Legacy Wealth Management (Mississippi)
Mississippi
$180M +$15.4M +9% 8.38% 89.1% 103 7.77% 1.2
TAM
4852
Townsend Asset Management
North Carolina
$180M +$18.8M +12% 7.01% 77% 203 9.36% 1.2
MS
4853
Marshall & Sullivan
Washington
$180M +$14.5M +9% 7.93% 82% 39 2.56% 5.2
CIM
4854
Chapman Investment Management
California
$180M +$21.6M +14% 10.8% 44% 41 4.88% 1.2
Alphadyne Asset Management
4855
Alphadyne Asset Management
New York
$180M +$58M +47% 6.93% 158% 8 75% 0.2
TWM
4856
TLW Wealth Management
Florida
$180M +$15.4M +9% 12.5% 82.9% 18 5.56% 2.2
PM
4857
Ponoi Management
California
$180M +$9.96M +6% 18.1% – 5 0% 0.5
LWPC
4858
Legacy Wealth Partners (California)
California
$180M +$9.1M +5% 7.85% – 103 31.07% 0.9
AC
4859
Avory & Company
Florida
$180M +$6.29M +4% 9.04% 61.6% 13 7.69% 0.5
TLCM
4860
Twin Lakes Capital Management
California
$180M +$17.5M +11% 8.54% 131% 233 6.87% 0.3
WR
4861
WD Rutherford
Oregon
$180M +$19M +12% 14.2% 170% 126 6.35% 0.5
WAOTB
4862
Wealth Advisors of Tampa Bay
Florida
$180M +$10.6M +6% 5.52% 86.2% 82 2.44% 2.2
SWMG
4863
Signature Wealth Management Group
Georgia
$180M +$9.61M +6% 3.88% – 77 7.79% 2.2
VFPI
4864
Vantage Financial Partners (Illinois)
Illinois
$179M +$1.62M +0.9% 7.03% 13.1% 87 18.39% 2.1
D
4865
Diversified
Delaware
$179M +$49.6M +38% 7.08% 34.4% 106 14.15% 0.4
LCM
4866
Leisure Capital Management
California
$179M +$14M +8% 6.93% 98% 154 14.29% 2.9
HFA
4867
Harbert Fund Advisors
Alabama
$179M -$32.8M -15% 4.7% 70.8% 44 68.18% 0.5
TCWM
4868
Total Clarity Wealth Management
Illinois
$179M +$5.12M +3% 6.35% 69.7% 836 77.15% 0.8
MMHP
4869
Murphy Middleton Hinkle & Parker
Georgia
$179M +$7.45M +4% 4.65% 66.8% 147 5.44% 2.8
GFPC
4870
Global Financial Private Client
Florida
$179M +$39.6M +28% 5.84% 100% 614 8.14% 1.1
MIP
4871
Ma Investment Partnership
California
$179M +$30.4M +20% 23.3% – 12 0% 0.5
VPI
4872
VELT Partners Investimentos
Brazil
$179M +$10.2M +6% 8.55% 19.4% 4 0% 1.2
KFI
4873
Key Financial Inc
Pennsylvania
$179M +$27.3M +18% 5.5% 55.5% 908 13.66% 0.5
SL
4874
SIB LLC
New York
$179M +$8.59M +5% 4.94% 29.2% 21 4.76% 5.8
LC
4875
Landaas & Company
Wisconsin
$179M +$11.5M +7% 6.14% 60.3% 77 5.19% 2.3