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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
LAI
5576
Legal Advantage Investments
California
$214M +$28.6M +15% 16.4% 105% 102 13.73%
AGP
5577
Autumn Glory Partners
Texas
$214M +$12.3M +6% 6.53% 69.5% 199 18.59%
WFP
5578
Wrenne Financial Planning
Kentucky
$214M +$25.6M +14% 7.34% 48 10.42%
6F
5579
626 Financial
Michigan
$214M +$19.5M +10% 9.37% 71.3% 118 12.71%
SI
5580
Saxon Interests
Texas
$214M $0 0% 7.67% 73% 186 0%
FF
5581
Foronjy Financial
California
$214M 7.2% 106
MWA
5582
Miller Wealth Advisors
Colorado
$214M +$33.5M +19% 12.1% 117% 104 8.65%
CFC
5583
Client First Capital
California
$214M +$18.4M +9% 7.75% 49.6% 25 36%
BSAM
5584
Blue Square Asset Management
New York
$214M +$27.7M +15% 17.1% 104% 68 8.82%
MAG
5585
MRA Advisory Group
New Jersey
$214M +$26.1M +14% 12.4% 84.5% 158 31.01%
BAM
5586
Bastion Asset Management
Canada
$213M +$27.8M +15% 7.06% 83 71.08%
CA
5587
Continental Advisors
Utah
$213M +$34.7M +19% 7.18% 69% 44 15.91%
IAG
5588
Investmark Advisory Group
Connecticut
$213M +$11M +5% 6.68% 65.1% 131 12.98%
HBT
5589
Heartland Bank & Trust
Illinois
$213M +$18.6M +10% 12% 105% 179 17.32%
DMBA
5590
Deseret Mutual Benefit Administrators
Utah
$213M +$11.9M +6% 6.18% 75.5% 503 1.19%
CCIA
5591
Cherry Creek Investment Advisors
Colorado
$213M +$21.1M +11% 15.5% 140% 124 18.55%
MI
5592
Moneywise Inc
Virginia
$213M +$24.4M +13% 9.37% 58% 77 31.17%
HIC
5593
Harbor Island Capital
Massachusetts
$213M +$11.2M +6% 15.2% 231% 16 6.25%
CCM
5594
Cobalt Capital Management
New Jersey
$213M +$10M +5% 22.6% 235% 37 70.27%
OWCM
5595
One Wealth Capital Management
Arizona
$213M +$26.6M +14% 16.6% 115 12.17%
VM
5596
VPR Management
Texas
$213M +$7.13M +3% 9.05% 54.5% 64 20.31%
GHA
5597
Granite Harbor Advisors
Texas
$213M +$24.6M +13% 8.72% 61.5% 120 11.67%
PF
5598
Prosperitas Financial
California
$213M +$19.4M +10% 11.8% 107% 63 14.29%
MFP
5599
Meridian Financial Partners
Virginia
$213M +$15.7M +8% 9.26% 73.1% 109 8.26%
RF
5600
Rubicon Founders
Tennessee
$213M +$50.1M +31% 4.16% 3 0%