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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
LFG
5651
Leverty Financial Group
Wisconsin
$183M +$14M +8% 6.24% 51.4% 39 23.08%
PWP
5652
Pursue Wealth Partners
California
$183M -$373K -0.2% 2.63% 94.9% 124 20.16%
MAG
5653
MRA Advisory Group
New Jersey
$183M +$8.06M +5% 5.13% 84.5% 127 18.11%
MA
5654
Mudita Advisors
United Kingdom
$183M -$12.6M -6% 3.48% 116% 19 15.79%
IWA
5655
IVC Wealth Advisors
Pennsylvania
$183M +$3.9M +2% 7.21% 70.8% 175 12.57%
GAA
5656
Global Assets Advisory
Florida
$183M +$120M +191% 4.55% 82.6% 174 69.54%
HWM
5657
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 8.26% 84.2% 624 10.74%
FAFN
5658
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 6.39% 303 20.13%
TVWM
5659
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 4.85% 132% 197 9.14%
FFAM
5660
Forge First Asset Management
Canada
$183M -$52.9M -22% 7.68% 112% 51 60.78%
LIM
5661
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 8.71% 50.1% 101 6.93%
MPCL
5662
My Personal CFO LLC
Washington
$182M -$4.93M -3% 3.66% 67.3% 102 14.71%
OFA
5663
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 6.14% 52.5% 16 18.75%
RAM
5664
RedJay Asset Management
Ontario, Canada
$182M +$24.5M +16% 8.62% 27 48.15%
RCM
5665
Regency Capital Management
Hawaii
$182M +$26.6M +17% 7.3% 82.1% 54 27.78%
LWM
5666
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 8.34% 156 8.97%
LAI
5667
Legal Advantage Investments
California
$182M +$8.33M +5% 7.45% 105% 101 8.91%
HLAM
5668
Hidden Lake Asset Management
New York
$182M +$52.9M +41% 20.6% 342% 48 83.33%
CHA
5669
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 7.76% 41.9% 90 13.33%
ASP
5670
Adams Street Partners
Illinois
$182M -$61M -25% 22.9% 352% 9 33.33%
EW
5671
Elyxium Wealth
California
$182M 7.16% 120
IFS
5672
Intelligent Financial Strategies
Minnesota
$182M +$19.1M +12% 9.46% 60.6% 82 1.22%
CCAM
5673
Cascades Capital Asset Management
North Carolina
$182M 6.14% 101
DWAM
5674
Duncan Williams Asset Management
Tennessee
$181M +$62.9M +53% 6.25% 130 52.31%
RC
5675
Roubaix Capital
Colorado
$181M +$23.2M +15% 15.1% 104% 66 60.61%