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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
LFP
4951
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 1.28% 56.8% 80 8.75%
BVC
4952
Bright Valley Capital
Hong Kong
$234M +$107M +83% 31.5% 13 61.54%
KPP
4953
Kings Path Partners
Texas
$234M -$4.15M -2% 1.81% 314 13.06%
MVP
4954
Miller Value Partners
Florida
$234M +$57M +32% 11.1% 125% 33 9.09%
PC
4955
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 4.11% 43% 87 19.54%
WMA
4956
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 6.78% 111% 219 8.68%
BDFN
4957
Bond & Devick Financial Network
Minnesota
$234M $0 0% 3.71% 41.2% 157 0%
TLA
4958
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 1.23% 53.1% 306 9.8%
CFGA
4959
Cambridge Financial Group (Arizona)
Arizona
$234M -$6.42M -3% 1.97% 135 8.15%
CH
4960
CVS Health
Rhode Island
$234M +$3.54M +2% 2.13% 52.3% 5 40%
M
4961
Murchinson
Ontario, Canada
$234M -$134M -37% 10.6% 84.8% 107 74.77%
MFG
4962
Monte Financial Group
Connecticut
$234M -$7.6M -3% 1.83% 55% 87 8.05%
WAOTB
4963
Wealth Advisors of Tampa Bay
Florida
$234M -$6.11M -3% 3.73% 73.5% 89 4.49%
HIM
4964
HGC Investment Management
Ontario, Canada
$234M -$9.27M -4% 4.22% 34.4% 113 45.13%
TDWM
4965
Topel & Distasi Wealth Management
California
$233M -$7.74M -3% 1.76% 33.2% 78 0%
ECA
4966
Elevation Capital Advisory
Oregon
$233M +$6.87M +3% 2.56% 80 66.25%
CWM
4967
Capital Wealth Management
Rhode Island
$233M -$80.6K -0% 2.04% 46.7% 44 15.91%
NCM
4968
Northwest Capital Management
Oregon
$233M -$44.2M -16% 0.82% 57% 467 8.99%
MFC
4969
Morris Financial Concepts
South Carolina
$233M +$388K +0.2% 0.03% 56.5% 197 8.63%
LFA
4970
LifeGuide Financial Advisors
Pennsylvania
$233M -$1.3M -0.6% 4.78% 31% 43 6.98%
SIC
4971
Samalin Investment Counsel
New York
$233M +$3.2M +1% 0.75% 62.8% 322 20.5%
WF
4972
Warner Financial
Maryland
$233M +$7.13M +3% 0.68% 62.1% 119 9.24%
LK
4973
Lumbard & Kellner
New Hampshire
$233M +$5.69M +3% 6.87% 105% 84 11.9%
BCM
4974
Bond Capital Management
California
$233M +$25.4M +12% 15.9% 28.9% 5 0%
GWP
4975
Gen-Wealth Partners
Michigan
$233M +$3.64M +2% 0.58% 694 11.67%