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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
AWA
4976
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 0.46% 53.6% 241 6.64%
LCC
4977
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 1.05% 73.9% 99 21.21%
MDCM
4978
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.65M -3% 6.66% 52.1% 142 15.49%
LFP
4979
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 1.69% 56.8% 85 15.29%
1CM
4980
14B Capital Management
California
$240M +$10.3M +4% 3.49% 12 16.67%
TPW
4981
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 1.74% 53.5% 60 16.67%
SIMC
4982
Squire Investment Management Company
Utah
$240M +$12.7M +6% 1.46% 70 14.29%
WWM
4983
Waterway Wealth Management
Texas
$240M +$12.6M +6% 0.74% 89 28.09%
SW
4984
StrongBox Wealth
Missouri
$240M +$3.68M +2% 0.82% 57.8% 95 13.68%
HIA
4985
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 0.03% 57.4% 69 7.25%
BAMG
4986
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 1.65% 70.2% 94 10.64%
WIM
4987
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 8.68% 17 23.53%
GWP
4988
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 0.41% 677 12.56%
SIM
4989
Synergy Investment Management
Florida
$239M +$6.94M +3% 1.84% 678 17.85%
CWA
4990
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 4.55% 66.4% 81 23.46%
JAM
4991
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 2.87% 165 19.39%
IRAG
4992
Investment Research & Advisory Group
Georgia
$239M -$1.64M -0.7% 2.09% 88.6% 258 22.48%
FDS
4993
First Dallas Securities
Texas
$239M -$6.06M -2% 0.3% 163% 122 16.39%
MAG
4994
Members Advisory Group
New York
$239M -$4.54M -2% 2.65% 70.6% 36 16.67%
HCM
4995
Horrell Capital Management
Arkansas
$239M -$103M -30% 0.81% 55.1% 214 17.76%
PWS
4996
Peloton Wealth Strategists
Indiana
$239M -$8.72M -4% 2.37% 51.3% 99 14.14%
ATIA
4997
American Trust Investment Advisors
New Hampshire
$239M -$4.81M -2% 0.02% 91% 115 17.39%
OFW
4998
Omnia Family Wealth
Florida
$239M -$2.88M -1% 1.19% 80.6% 93 17.2%
AACA
4999
American Assets Capital Advisers
California
$239M -$60.7M -20% 8.12% 73.5% 43 13.95%
KA
5000
Kerrisdale Advisers
Florida
$239M -$57M -19% 5.64% 78.8% 98 29.59%