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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
LIA
5451
LifePlan Investment Advisors
North Carolina
$238M +$37M +18% 6.39% 60.9% 115 11.3%
ACM
5452
Accent Capital Management
Ohio
$238M +$14.1M +6% 11.9% 458 32.1%
CCM
5453
Conway Capital Management
California
$238M +$14.8M +7% 10.1% 139% 54 16.67%
FWP
5454
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 7.65% 99 37.37%
EC
5455
Euclidean Capital
New York
$238M -$67.7M -22% 11% 79.7% 11 0%
GPW
5456
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 5.7% 177 23.16%
PCG
5457
PFC Capital Group
California
$238M +$22M +10% 9.09% 88 11.36%
TS
5458
TradeWell Securities
Indiana
$238M +$28.8M +14% 11.9% 46 2.17%
GHA
5459
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 7.39% 61.5% 132 13.64%
MMM
5460
Mendel Money Management
Illinois
$238M +$12M +5% 6.43% 75.4% 157 14.01%
HCM
5461
HMS Capital Management
Tennessee
$238M +$15.4M +7% 8.41% 130% 111 8.11%
HCM
5462
Horrell Capital Management
Arkansas
$238M -$8.32M -3% 8.07% 55.1% 199 8.54%
DMBA
5463
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 5.54% 75.5% 525 6.67%
DWA
5464
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 7.02% 66.1% 85 10.59%
BRG
5465
Bay Rivers Group
Virginia
$237M +$18.9M +9% 12.8% 166% 95 9.47%
GWS
5466
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 8.11% 412 25.97%
APSI
5467
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 10.2% 117% 36 8.33%
CCP
5468
Carmel Capital Partners
California
$237M -$48M -17% 9.25% 65.1% 160 38.75%
DA
5469
DCM Advisors
New York
$237M +$3.87M +2% 9.62% 99.3% 41 12.2%
MWM
5470
McNaughton Wealth Management
California
$237M +$12.9M +6% 6.53% 50.3% 76 6.58%
BC
5471
Bowman & Company
Wisconsin
$237M +$12.9M +6% 7% 59.7% 110 2.73%
AAMC
5472
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 6.6% 53.8% 96 12.5%
GFP
5473
Guardian Financial Partners
California
$237M +$14.4M +6% 4.98% 50.2% 63 11.11%
GSB
5474
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 8.68% 97.3% 153 7.84%
DWM
5475
Dopkins Wealth Management
New York
$237M +$14M +6% 7.46% 64.4% 83 6.02%