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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
HWA
5601
Hillcrest Wealth Advisors
New Jersey
$213M +$10.7M +5% 8% 55% 50 6%
FH
5602
FWG Holdings
Florida
$213M +$9.44M +5% 12.3% 91.6% 115 14.78%
LAM
5603
Lewis Asset Management
California
$213M +$91.7M +76% 14.7% 183 34.43%
LSC
5604
Logan Stone Capital
Illinois
$213M -$2.03M -0.9% 16.8% 43.9% 98 47.96%
QFPS
5605
Quantum Financial Planning Services
Washington
$212M +$29.6M +16% 8.14% 50 32%
RP
5606
Riverwater Partners
Wisconsin
$212M +$17.6M +9% 9.1% 110% 219 15.53%
BBW
5607
Blue Barn Wealth
Utah
$212M +$20.5M +11% 8.6% 46.4% 166 15.66%
GPW
5608
Genesis Private Wealth
Virginia
$212M +$23.7M +13% 7.5% 168 22.02%
SHFP
5609
Second Half Financial Partners
Florida
$212M +$10.6M +5% 6.15% 36.8% 98 24.49%
CCC
5610
Compass Capital Corp
Massachusetts
$212M +$21.4M +11% 15.8% 206 24.27%
MAG
5611
Mayfair Advisory Group
Alabama
$212M +$38.8M +22% 7.93% 64.6% 180 15.56%
RA
5612
Ransom Advisory
Rhode Island
$212M +$9.7M +5% 10.8% 343 9.04%
HCM
5613
Hahn Capital Management
California
$212M +$5.32M +3% 3.96% 53.6% 29 3.45%
TM
5614
Thiel Macro
California
$212M +$59M +39% 40% 5 40%
JFG
5615
JDM Financial Group
Texas
$212M +$14.9M +8% 8.89% 56.7% 311 20.9%
AWA
5616
Alta Wealth Advisors
Massachusetts
$212M -$5.94M -3% 11.8% 120% 153 30.72%
PWS
5617
Proactive Wealth Strategies
Georgia
$212M +$24.3M +13% 11.2% 141 12.06%
SBLIC
5618
Security Benefit Life Insurance Company
Kansas
$212M -$55.3M -21% 10% 60.6% 19 0%
IWMWV
5619
Ironwood Wealth Management (West Virginia)
West Virginia
$212M +$19.9M +10% 4.84% 35.2% 22 0%
AFO
5620
Aurelius Family Office
New Hampshire
$212M +$14.5M +7% 6.39% 47 4.26%
CFM
5621
Capricorn Fund Managers
United Kingdom
$212M +$24.5M +13% 9.54% 169% 60 28.33%
GA
5622
Guerra Advisors
Florida
$212M +$32.9M +18% 13.9% 74 18.92%
GCM
5623
Gables Capital Management
Florida
$212M +$9.26M +5% 15.3% 151% 462 8.23%
MC
5624
Matisse Capital
Oregon
$212M +$21.9M +12% 9.34% 66.9% 176 10.8%
FA
5625
Fedenia Advisers
Wisconsin
$211M +$57.6M +37% 19.6% 154 36.36%