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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
HWM
5676
Horizons Wealth Management
North Carolina
$125M +$16.5M +15% 4.83% 23% 179 11.73%
LAM
5677
Lifestyle Asset Management
Texas
$125M 8.96% 82.6% 70
EL
5678
EQ LLC
Washington
$125M +$9.28M +8% 9.24% 72.9% 53 16.98%
AWS
5679
Aspen Wealth Strategies
Colorado
$125M 9.19% 65.8% 76
PL
5680
Protective Life
Alabama
$125M +$2.88M +2% 3.57% 38.4% 19 0%
RPG
5681
Resource Planning Group
Georgia
$125M +$9.83M +9% 6.23% 1.9% 69 17.39%
ACM
5682
Aubrey Capital Management
United Kingdom
$125M +$8.16M +7% 9.73% 296% 56 25%
HFA
5683
Harbert Fund Advisors
Alabama
$125M -$63.5M -34% 9.45% 70.8% 61 42.62%
IOOF
5684
Independent Order of Foresters
Ontario, Canada
$125M +$8.13M +7% 6.75% 66.3% 13 0%
XI
5685
XXEC Inc
Oklahoma
$125M +$8.54M +7% 15.5% 19.3% 29 24.14%
WF
5686
Wayfinding Financial
Washington
$125M +$17.6M +16% 6.37% 68.3% 100 32%
AA
5687
AJ Advisors
Tennessee
$125M 6.83% 59.8% 37
CTFG
5688
Capstone Triton Financial Group
Oklahoma
$125M +$7.79M +7% 5.56% 110 20%
SIM
5689
Strategic Income Management
Washington
$125M 9.57% 10
AIC
5690
Argus Investors Counsel
New York
$125M +$12.3M +11% 11.5% 124% 95 11.58%
NIP
5691
Norwood Investment Partners
California
$125M +$13.1M +12% 15.9% 25.2% 13 23.08%
WSWA
5692
Warren Street Wealth Advisors
California
$125M +$25.2M +25% 7.7% 75.7% 68 25%
SIM
5693
Sterling Investment Management
Arizona
$124M +$5.87M +5% 6.84% 44.1% 63 7.94%
RA
5694
Rise Advisors
New York
$124M +$3.8M +3% 6.08% 58.9% 774 4.01%
AC
5695
Avory & Company
Florida
$124M +$6.38M +5% 11.8% 61.6% 29 13.79%
C
5696
CEDRUS
Colorado
$124M +$18.2M +17% 8.47% 19.8% 152 17.11%
WDC
5697
Woodward Diversified Capital
California
$124M +$2.86M +2% 10.5% 107% 150 18%
RGMC
5698
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 10.5% 23.5% 4 25%
WWC
5699
Waypoint Wealth Counsel
Georgia
$124M 6.57% 96.6% 94
SCA
5700
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 8.48% 78% 85 16.47%