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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
II
5026
INCA Investments
Florida
$234M -$2.11M -0.9% 15.3% 128% 10 0%
SFS
5027
Solitude Financial Services
Virginia
$234M +$19.1M +9% 7.15% 55.4% 36 8.33%
PWM
5028
Power Wealth Management
Georgia
$234M +$24.9M +12% 5.47% 104 16.35%
HIS
5029
Horizon Investment Services
Indiana
$234M +$21.9M +10% 7.43% 250% 137 31.39%
ROP
5030
Rule One Partners
Georgia
$234M 6.5% 11
SFG
5031
Sterling Financial Group
California
$234M +$13.7M +6% 4.78% 49.6% 67 5.97%
LCM
5032
Leisure Capital Management
California
$234M +$19.4M +9% 6.83% 98% 148 12.16%
BDFN
5033
Bond & Devick Financial Network
Minnesota
$234M +$47.4M +25% 7.34% 41.2% 160 10%
AWG
5034
Altus Wealth Group
Colorado
$234M +$34.2M +17% 7.15% 68.6% 146 10.27%
LCM
5035
Lazari Capital Management
California
$234M +$12M +5% 5.31% 124% 163 14.11%
ICM
5036
Indaba Capital Management
California
$234M +$78.8M +51% 1.23% 66.7% 10 10%
IFPG
5037
Intrepid Financial Planning Group
Indiana
$234M +$439K +0.2% 5.75% 92.5% 135 11.85%
AFG
5038
American Financial Group
Ohio
$233M +$509K +0.2% 5.86% 32.5% 68 2.94%
SW
5039
StrongBox Wealth
Missouri
$233M +$21.6M +10% 5.69% 57.8% 94 14.89%
CWM
5040
Capital Wealth Management
Rhode Island
$233M +$15M +7% 5.62% 46.7% 42 9.52%
OFW
5041
Omnia Family Wealth
Florida
$233M -$2.89M -1% 7.04% 80.6% 89 23.6%
BKA
5042
Brick & Kyle Associates
Pennsylvania
$233M -$8.93M -4% 2.95% 97.4% 62 12.9%
UOMF
5043
University of Massachusetts Foundation
Massachusetts
$233M -$5.76M -2% 6.19% 53.6% 4 0%
FC
5044
Fusion Capital
South Carolina
$233M +$13.9M +6% 5.25% 100% 77 6.49%
LVIA
5045
Lind Value II ApS
Denmark
$233M -$17.8M -7% 3.45% 5 40%
MW
5046
Marks Wealth
Maryland
$233M +$6.4M +3% 8.48% 169% 29 55.17%
EWP
5047
Elevation Wealth Partners
California
$233M +$21.8M +10% 6.14% 63.7% 547 19.38%
WWM
5048
Waterway Wealth Management
Texas
$233M +$29M +14% 6.31% 74 20.27%
MFC
5049
Morris Financial Concepts
South Carolina
$233M +$23.9M +11% 6.42% 56.5% 193 17.1%
BBWP
5050
Beacon Bridge Wealth Partners
Pennsylvania
$233M +$14.8M +7% 5.53% 52% 99 16.16%