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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
WMA
5026
Wealth Management Associates
New Jersey
$213M $0 0% 4.67% 111% 204 0%
HCA
5027
Hyperion Capital Advisors
New York
$213M +$1.11M +0.5% 4.61% 67.8% 116 16.38%
LWM
5028
Luminvest Wealth Management
Arizona
$213M +$54.2M +34% 0.8% 35 37.14%
LIG
5029
Lokken Investment Group
Delaware
$213M +$12M +6% 1.4% 65.3% 157 14.01%
ONGA
5030
O'Neil Global Advisors
California
$213M +$132M +162% 19.2% 1,500% 70 77.14%
RL
5031
Retireful LLC
Michigan
$213M -$27.9M -12% 5.85% 382% 153 80.39%
GPC
5032
Guardian Point Capital
Virginia
$213M -$109M -34% 2.6% 128% 11 9.09%
RFS
5033
Retirement Financial Solutions
Tennessee
$212M +$18M +9% 0.34% 40.6% 42 9.52%
RIM
5034
Reliant Investment Management
Tennessee
$212M -$974K -0.5% 2.04% 122% 64 15.63%
OFS
5035
OMC Financial Services
New York
$212M +$15.5M +8% 8.13% 63 9.52%
KPP
5036
Kings Path Partners
Texas
$212M 0.02% 282
WAM
5037
Weinberger Asset Management
California
$212M +$5.11M +2% 2.58% 66.4% 81 6.17%
HIS
5038
Horizon Investment Services
Indiana
$212M +$7.77M +4% 7.46% 168% 127 24.41%
BFA
5039
Buttonwood Financial Advisors
Maryland
$212M -$802K -0.4% 0.77% 66.3% 107 11.21%
GI
5040
GS Investments
Minnesota
$212M +$4.49M +2% 5.18% 77.6% 138 5.8%
LWM
5041
Long Walk Management
Connecticut
$212M +$11.3M +6% 3.45% 261% 11 27.27%
SW
5042
StrongBox Wealth
Missouri
$212M +$22.1M +12% 3.24% 57.8% 91 15.38%
LK
5043
Lumbard & Kellner
New Hampshire
$212M +$6.21M +3% 0.09% 105% 80 20%
TLA
5044
Tanglewood Legacy Advisors
Texas
$212M +$8.67M +4% 2.3% 53.1% 300 7%
TF
5045
Theory Financial
Colorado
$212M +$15.2M +8% 1.72% 40.5% 80 23.75%
PCC
5046
Perry Creek Capital
New York
$212M -$26.1M -11% 9.72% 25.5% 13 0%
GAMC
5047
Garner Asset Management Corp
Texas
$212M +$8.52M +4% 3.46% 68.1% 156 4.49%
MIM
5048
Meros Investment Management
Texas
$211M -$12.2M -5% 2.38% 52.4% 42 11.9%
JRCM
5049
Jones Road Capital Management
New York
$211M +$77.7M +58% 1.9% 82.5% 42 33.33%
TFA
5050
TPG Financial Advisors
Oregon
$211M 0.62% 68