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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
PHAM
5426
Palisades Hudson Asset Management
Florida
$286M +$29.2M +11% 13.7% 66.8% 114 10.53%
IIA
5427
ICW Investment Advisors
Arizona
$286M +$9.04M +3% 7.58% 50.1% 153 9.8%
BFA
5428
Bluestem Financial Advisors
Illinois
$286M +$26.6M +10% 9.97% 39.5% 35 8.57%
AFC
5429
Adaptive Financial Consulting
Ohio
$285M +$24.4M +9% 8.69% 33.4% 20 10%
LAM
5430
Lewis Asset Management
California
$285M +$40.9M +17% 20.1% 228 16.67%
ALC
5431
Alexander Labrunerie & Co
Missouri
$285M +$17.9M +7% 17.2% 136 18.38%
SSWM
5432
Strait & Sound Wealth Management
California
$285M +$16.6M +6% 11.8% 74% 188 15.96%
HIA
5433
HFM Investment Advisors
New Jersey
$285M +$25.1M +10% 10% 1,330 12.26%
LAI
5434
Legal Advantage Investments
California
$285M +$91.6M +47% 9.19% 105% 89 24.72%
MFG
5435
Midwest Financial Group
Kansas
$285M +$50.6M +22% 31.9% 94% 142 15.49%
CWA
5436
Choice Wealth Advisors
Maine
$285M +$30.2M +12% 10.5% 52.3% 36 5.56%
MWM
5437
MBE Wealth Management
Wisconsin
$284M +$43.7M +18% 13% 60.9% 173 20.23%
FG
5438
Formula Growth
Quebec, Canada
$284M +$62.7M +28% 39.6% 118% 169 33.14%
ATC
5439
Advantage Trust Company
Kansas
$284M +$61.1M +27% 15.2% 203 42.36%
VWM
5440
Vivid Wealth Management
Iowa
$284M +$37.1M +15% 15.7% 76 17.11%
BP
5441
Bandera Partners
New York
$284M +$62.8M +28% 27.4% 55.4% 19 10.53%
CA
5442
Cumberland Advisors
Florida
$284M +$28.3M +11% 14.5% 73.5% 50 6%
1W
5443
1776 Wealth
Georgia
$284M +$29.4M +12% 15% 90.4% 155 7.74%
WMA
5444
William Mack & Associates
Michigan
$284M +$109M +62% 10.3% 110 35.45%
CWMGP
5445
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$284M +$44.9M +19% 21% 75.9% 109 21.1%
FL
5446
FreeGulliver LLC
Louisiana
$284M +$46.4M +20% 13.6% 137 26.28%
AFG
5447
American Financial Group
Ohio
$284M +$13.9M +5% 4.33% 32.5% 76 10.53%
SIP
5448
Sellwood Investment Partners
Oregon
$284M +$29.7M +12% 10.4% 61 6.56%
GCC
5449
Game Creek Capital
Massachusetts
$283M -$17.4M -6% 41% 176% 98 26.53%
BC
5450
Beaconlight Capital
New York
$283M +$93.5M +49% 32.5% 282% 46 54.35%