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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
LEFP
5326
Leading Edge Financial Planning
Tennessee
$153M +$14.6M +11% 2.87% 35.8% 70 7.14%
FS
5327
Ferguson Shapiro
Georgia
$153M +$36.3M +31% 0.78% 39.6% 36 44.44%
GCM
5328
Gables Capital Management
Florida
$153M +$9.6M +7% 9.66% 123% 389 7.46%
AWG
5329
Alpha Wave Global
New York
$153M -$118M -44% 2.59% 219% 45 33.33%
APS
5330
American Planning Services
Florida
$153M +$5.14M +3% 4.24% 23.8% 33 15.15%
LCM
5331
Lynx1 Capital Management
Puerto Rico
$153M +$32.7M +27% 32.4% 779% 19 36.84%
TB
5332
Treynor Bancshares
Iowa
$153M -$6.17M -4% 2.54% 3.35% 74 9.46%
AIA
5333
Arcadia Investment Advisors
Idaho
$153M +$7.18M +5% 4.8% 51.4% 98 18.37%
SVBP
5334
Strategic Value Bank Partners
Ohio
$153M -$18.1M -11% 11.3% 58.2% 27 7.41%
FCG
5335
Financial Connections Group
California
$153M +$11.7M +8% 5.04% 44.4% 293 24.91%
PFG
5336
Pacific Financial Group
Washington
$152M +$19.8M +15% 5.51% 48.4% 57 7.02%
HI
5337
Harrington Investments
California
$152M +$7.56M +5% 7.02% 92.5% 80 2.5%
RWG
5338
Regal Wealth Group
California
$152M +$11.7M +8% 5.45% 17% 49 10.2%
OPWM
5339
Oxinas Partners Wealth Management
Indiana
$152M +$13.9M +10% 10.1% 91.4% 134 26.87%
GAA
5340
Green Alpha Advisors
Colorado
$152M +$9.82M +7% 6.2% 136% 153 1.96%
ACM
5341
Aubrey Capital Management
United Kingdom
$152M -$20M -12% 1.84% 296% 61 39.34%
CPSC
5342
Carl P. Sherr & Co
Massachusetts
$152M +$12.8M +9% 6.42% 61.4% 120 9.17%
DF
5343
Dunhill Financial
United Kingdom
$152M 3.93% 49% 85
OCM
5344
Orion Capital Management
California
$152M +$2.8M +2% 9.61% 66.8% 464 71.77%
CRI
5345
Colonial River Investments
Virginia
$152M -$18.3M -11% 5.46% 144% 214 32.71%
SS
5346
Sound Stewardship
Kansas
$152M +$3.22M +2% 1.85% 43.2% 61 3.28%
VU
5347
Valence8 US
Massachusetts
$152M -$18.3M -11% 4.23% 53.9% 15 20%
3C
5348
325 Capital
New York
$152M +$37.3M +33% 14% 159% 9 0%
LIM
5349
Loudon Investment Management
New Hampshire
$152M +$7.31M +5% 4.13% 50.1% 93 3.23%
WI
5350
WJ Interests
Texas
$152M +$7.08M +5% 2.68% 40% 17 41.18%