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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
LFPWM
5576
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 7.48% 46.3% 19 26.32%
LC
5577
Littlejohn & Co
Connecticut
$210M +$18M +9% 1.95% 43.7% 24 12.5%
FC
5578
FACT Capital
New York
$210M -$222K -0.1% 22.7% 169% 21 28.57%
RMP
5579
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 10.2% 500 61.2%
MAWAG
5580
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 1.8% 12.3% 342 85.96%
EBWM
5581
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 12.8% 68.6% 78 6.41%
SIA
5582
SGL Investment Advisors
Montana
$210M +$16.5M +9% 8.36% 127 14.17%
FWM
5583
FMB Wealth Management
California
$210M +$29.3M +16% 9.66% 71.1% 87 17.24%
SWM
5584
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 19.6% 76 19.74%
CWM
5585
Chicago Wealth Management
Illinois
$210M +$19M +10% 11.1% 110% 54 22.22%
SPM
5586
Symmetry Peak Management
Pennsylvania
$210M +$123M +141% 34.8% 301% 119 86.55%
CIS
5587
Custom Index Systems
New York
$210M +$12.3M +6% 14.2% 300 31.67%
TCOK
5588
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 11.8% 87% 61 14.75%
LV
5589
Lifeyrissjodur Verzlunarmanna
$210M +$42.7M +26% 1.59% 1 0%
VWM
5590
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 6.99% 1,362 63.29%
VAM
5591
Verity Asset Management
North Carolina
$209M -$36.4M -15% 8.04% 68.4% 218 20.18%
SIP
5592
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 6.77% 49 20.41%
AWM
5593
Ariadne Wealth Management
California
$209M +$17.6M +9% 12.9% 251 26.69%
PP
5594
Postrock Partners
Oregon
$209M +$7.07M +3% 6.09% 84 7.14%
TS
5595
TradeWell Securities
Indiana
$209M +$27.6M +15% 13.2% 47 10.64%
NWM
5596
Napa Wealth Management
California
$209M +$31.4M +18% 7.96% 196 51.53%
BFS
5597
Burrus Financial Services
Utah
$209M +$12.3M +6% 4.74% 30.2% 10 0%
MSS
5598
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 8.94% 72.2% 158 12.66%
AWM
5599
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 10.1% 68.8% 42 30.95%
MW
5600
Melia Wealth
Oklahoma
$209M +$14.9M +8% 2.51% 21 9.52%