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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
LHA
5501
Little Harbor Advisors
Massachusetts
$123M +$1.02M +0.8% 6.33% 48.4% 4 50%
FGG
5502
Financial Guidance Group
Florida
$123M -$1.85M -1% 8.23% 52% 53 13.21%
HWM
5503
Horizon Wealth Management
Illinois
$123M -$13.7M -10% 4.08% 82.8% 74 10.81%
LI
5504
Latash Investments
Alaska
$123M -$1.55M -1% 3.17% 126% 23 8.7%
BAM
5505
Boyar Asset Management
New York
$123M +$1.22M +1% 12% 58.4% 86 12.79%
MAM
5506
MMA Asset Management
Pennsylvania
$123M +$6.8M +6% 7.97% 44.8% 110 22.73%
C
5507
Covestor
United Kingdom
$123M +$9.13M +8% 10.4% 95.7% 2,894 11.02%
PWMG
5508
Provence Wealth Management Group
California
$123M +$45.9M +60% 7.32% 122 59.84%
DB
5509
Dravo Bay
Delaware
$122M +$12.3M +11% 7.44% 36.6% 45 13.33%
WAOI
5510
Wealth Advisors of Iowa
Iowa
$122M +$15.3M +14% 9.24% 54% 68 23.53%
LAIC
5511
Lederer & Associates Investment Counsel
California
$122M +$3.96M +3% 8.44% 75.5% 88 2.27%
EW
5512
Element Wealth
Mississippi
$122M +$13.9M +13% 7.48% 44.8% 222 22.07%
GPA
5513
Garrison Point Advisors
California
$122M +$10.2M +9% 10.5% 69.7% 142 4.23%
FA
5514
Financial Avengers
California
$122M -$126K -0.1% 3.06% 117% 190 24.21%
FEM
5515
Fulcrum Equity Management
Texas
$122M +$3.92M +3% 7.92% 110% 81 34.57%
RCM
5516
Ravenstone Capital Management
$122M +$7.91M +7% 8.16% 51.3% 38 7.89%
LA
5517
Lakeside Advisors
Washington
$122M +$10.2M +9% 10.9% 64.4% 58 3.45%
HWM
5518
Howard Wealth Management
Connecticut
$122M -$19.3M -14% 5.4% 60.3% 123 17.07%
RGF
5519
Retirement Guys Formula
Ohio
$122M +$26.9M +28% 8.83% 57.6% 143 33.57%
RA
5520
RiverTree Advisors
Florida
$122M -$359K -0.3% 5.81% 25.4% 47 65.96%
SCM
5521
Sebold Capital Management
Illinois
$122M 8.35% 69
BCM
5522
Brooktree Capital Management
Michigan
$122M +$267K +0.2% 2.96% 57.3% 33 0%
CCP
5523
Cassia Capital Partners
North Carolina
$122M +$12.5M +11% 5.85% 45.8% 83 54.22%
M
5524
MYeCFO
California
$122M 6.55% 43.8% 43
LAI
5525
Legal Advantage Investments
California
$122M +$14.9M +14% 12.6% 105% 90 13.33%