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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 Avg Holding
Period (Yrs)
LAI
5701
Legal Advantage Investments
California
$222M +$8.29M +4% 9.04% 116% 99 15.15% 2.9
YP
5702
YANKCOM Partnership
South Dakota
$222M +$17.7M +9% 7.65% – 336 21.73% 0.7
Arbor Trust Wealth Advisors
5703
Arbor Trust Wealth Advisors
Michigan
$222M +$17.6M +9% 7.66% 63.8% 85 5.88% 4.4
RA
5704
Ransom Advisory
Rhode Island
$222M +$9.9M +5% 11.4% – 329 10.64% 1.4
Ampersand Capital Group
5705
Ampersand Capital Group
California
$222M +$21M +10% 6.16% – 7 0% 0.8
Leicht Financial Planning & Wealth Management
5706
Leicht Financial Planning & Wealth Management
New Jersey
$222M +$11.3M +5% 6.04% 50.2% 15 0% 3.5
Cordant Inc
5707
Cordant Inc
Oregon
$222M +$14.3M +7% 4.94% 47% 72 13.89% 4.2
Prodigy Asset Management
5708
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 3.65% – 25 8% 0.7
Sightline Wealth Advisors
5709
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 5.38% 48.5% 96 9.38% 2.4
Peoples Financial Services Corp
5710
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 7.92% 104% 269 7.43% 8.3
Advantage Trust Company
5711
Advantage Trust Company
Kansas
$221M +$18.4M +9% 7.54% 77.6% 209 9.57% 1.2
FA
5712
FAI Advisors
Michigan
$221M +$18M +9% 6.84% – 170 7.65% 0.7
Optimist Retirement Group
5713
Optimist Retirement Group
Washington
$221M +$12.7M +6% 7.46% 92.2% 131 20.61% 1.2
Kaizen Financial Strategies
5714
Kaizen Financial Strategies
California
$221M +$24.4M +12% 11.7% 126% 169 21.89% 2.1
Legacy Wealth Management (Idaho)
5715
Legacy Wealth Management (Idaho)
Idaho
$221M +$29.1M +15% 3.91% – 843 18.51% 0.8
Ridgecrest Wealth Partners
5716
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 12.9% 103% 119 7.56% 3.1
Global Trust Asset Management
5717
Global Trust Asset Management
Florida
$221M +$34.1M +18% 14% 178% 529 14.56% 4
MI
5718
Moneywise Inc
Virginia
$221M +$7.77M +4% 6.9% 60.8% 79 15.19% 3
BCFD
5719
Boit C.F. David
$221M +$13.1M +6% 7.6% 84.2% 123 5.69% 3.3
Silver Oak Advisory Group
5720
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 4.06% 27% 80 12.5% 2.6
Beach Point Capital Management
5721
Beach Point Capital Management
California
$221M -$18.5M -8% 2.63% 84.1% 20 15% 1.4
Investidor Profissional Gestao de Recursos
5722
Investidor Profissional Gestao de Recursos
Brazil
$221M +$25.6M +13% 1.7% 51.8% 31 35.48% 2.5
Shelton Wealth Management
5723
Shelton Wealth Management
Texas
$221M +$13.4M +6% 8.19% 89.4% 188 41.49% 1.5
State Insurance Fund
5724
State Insurance Fund
New York
$221M +$14.4M +7% 6.96% 77.9% 1 0% 1.8
AAF Wealth Management
5725
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 7.62% 75.1% 49 16.33% 3