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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
4926
Legacy Wealth Management (Mississippi)
Mississippi
$207M +$15M +8% 11.8% 89.1% 75 8%
BFA
4927
Beacon Financial Advisory
Ohio
$207M +$26.3M +15% 9.35% 68.1% 256 15.23%
FS
4928
Ferguson Shapiro
Georgia
$207M +$25.7M +14% 7.33% 39.6% 42 42.86%
AWG
4929
Alpha Wave Global
New York
$207M +$49.1M +31% 15.9% 226% 29 20.69%
DP
4930
Divergent Planning
Maryland
$207M +$21.4M +12% 9.12% 43.3% 26 7.69%
LFP
4931
Leeward Financial Partners
Washington
$207M +$26.4M +15% 12.6% 83% 93 24.73%
BHA
4932
Beech Hill Advisors
New York
$207M +$8.41M +4% 12.7% 105% 94 10.64%
DIP
4933
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 13.2% 88.9% 117 16.24%
HWP
4934
Highline Wealth Partners
California
$206M +$44.5M +27% 10.2% 82.9% 441 15.87%
BOCM
4935
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 10.9% 49.6% 37 8.11%
FCB
4936
First County Bank
Connecticut
$206M +$14.2M +7% 10.1% 89.1% 171 9.94%
HFRG
4937
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 9.17% 50.6% 101 7.92%
EF
4938
Exeter Financial
Arizona
$206M +$16.9M +9% 7.75% 50.4% 90 5.56%
PHAM
4939
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 12% 66.8% 98 8.16%
SST
4940
S Squared Technology
New York
$206M +$20.7M +11% 17.1% 223% 37 16.22%
C1AG
4941
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 8.72% 57.4% 105 7.62%
TIA
4942
Tiemann Investment Advisors
California
$206M +$18.9M +10% 10.6% 77% 191 6.81%
RWP
4943
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 9.37% 39.4% 22 31.82%
PAA
4944
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 12.8% 182% 177 26.55%
GAMC
4945
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 14.1% 95.3% 348 62.36%
IVMX
4946
Institutional Venture Management XV
California
$206M +$35.8M +21% 22.9% 116% 5 0%
GWM
4947
Gray Wealth Management
Maine
$205M +$10.3M +5% 9.82% 22.1% 137 10.22%
IIA
4948
ICW Investment Advisors
Arizona
$205M +$19.1M +10% 9.22% 50.1% 139 3.6%
ECML
4949
Eagle Capital Management (Louisiana)
Louisiana
$205M +$23.5M +13% 11.9% 93.6% 35 8.57%
IPW
4950
IronBridge Private Wealth
Texas
$205M +$20.7M +11% 9.32% 122% 54 48.15%