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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
RA
4976
Ruggaard & Associates
Ohio
$168M -$2.88M -2% 2.51% 39.1% 115 12.17%
NOI
4977
Newton One Investments
Delaware
$168M -$6.43M -4% 3.76% 38.7% 132 9.85%
AWP
4978
Accretive Wealth Partners
New Jersey
$168M -$882K -0.5% 2.71% 54% 123 9.76%
LCM
4979
Lazari Capital Management
California
$168M -$10.2M -6% 2.91% 124% 132 9.85%
CWM
4980
Collaborative Wealth Management
Florida
$168M -$491K -0.3% 3.85% 35.8% 177 12.43%
YAL
4981
Your Advocates Ltd
Texas
$168M -$27.5M -14% 2.59% 42.5% 360 38.61%
ICM
4982
IMS Capital Management
Oregon
$168M -$12.6M -7% 4.62% 119% 130 6.15%
HSCU
4983
Half Sky Capital (UK)
United Kingdom
$167M -$23.1M -12% 0.07% 13% 10 10%
IWMWV
4984
Ironwood Wealth Management (West Virginia)
West Virginia
$167M -$4.28M -2% 2.16% 35.2% 23 4.35%
MIM
4985
Moseley Investment Management
Florida
$167M -$4.11M -2% 2.63% 96.6% 152 11.18%
FNBSF
4986
First National Bank Sioux Falls
South Dakota
$167M +$9.88M +6% 2.5% 65.4% 125 12%
WS
4987
Wela Strategies
Georgia
$167M +$37.3M +29% 4.1% 51.3% 48 22.92%
UBG
4988
United Bank (Georgia)
Georgia
$167M -$8.36M -5% 3.01% 64.5% 90 1.11%
EECFV
4989
EnCap Energy Capital Fund VIII
Texas
$167M +$22.8M +16% 17.5% 6.16% 3 0%
HC
4990
Hillman Company
Pennsylvania
$167M -$10.3M -6% 2.45% 134% 14 28.57%
AAMC
4991
Asset Allocation & Management Company
Illinois
$167M -$84.5M -34% 2.44% 53.8% 67 29.85%
DLHL
4992
Donald L. Hagan LLC
Florida
$167M -$10.5M -6% 4.02% 47.9% 100 14%
AFS
4993
Access Financial Services
Minnesota
$167M -$4.52M -3% 2.94% 44.8% 86 10.47%
HSWM
4994
Hubbell Strickland Wealth Management
Louisiana
$167M -$5.71M -3% 3.81% 49.2% 73 6.85%
TLA
4995
Tanglewood Legacy Advisors
Texas
$167M -$6.15M -4% 2.95% 53.1% 288 2.78%
AIA
4996
Acute Investment Advisory
Arizona
$166M +$131K +0.1% 0.64% 15.3% 19 57.89%
PIA
4997
Powell Investment Advisors
Florida
$166M -$4.69M -3% 3.71% 60.3% 147 15.65%
HIS
4998
Horizon Investment Services
Indiana
$166M +$2.61M +2% 0.53% 168% 113 17.7%
EIA
4999
Eastover Investment Advisors
North Carolina
$166M -$21.1M -11% 2.47% 102% 49 16.33%
PS
5000
Planned Solutions
California
$166M -$2.89M -2% 2.93% 60.8% 84 9.52%