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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
AFT
5776
Alpha Family Trust
California
$202M +$30.6M +18% 18.9% 198% 199 20.1%
AFO
5777
Allie Family Office
Florida
$202M +$18.8M +10% 7.71% 59% 111 19.82%
WWC
5778
Waypoint Wealth Counsel
Georgia
$202M +$42.4M +27% 10.7% 96.6% 199 42.21%
CCC
5779
Chelsea Counsel Company
California
$202M +$17.7M +10% 7.37% 106% 210 9.05%
AIM
5780
Alhambra Investment Management
Florida
$202M +$7.61M +4% 5.09% 61.5% 183 12.57%
AIA
5781
Alternative Investment Advisors
Florida
$201M +$12.3M +6% 9.56% 61 19.67%
5SA
5782
5th Street Advisors
Connecticut
$201M -$6.01M -3% 6.85% 47.5% 48 29.17%
LIA
5783
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 8.24% 60.9% 108 10.19%
HWMT
5784
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 6.14% 52.3% 40 25%
LPCM
5785
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 13.8% 18 33.33%
PC
5786
Powers Capital
California
$201M +$16.9M +9% 10.6% 2 0%
RFP
5787
RCS Financial Planning
Maryland
$201M +$11.6M +6% 6.26% 42.8% 85 12.94%
ACG
5788
Ampersand Capital Group
California
$201M +$56.1M +39% 23.2% 7 0%
MFG
5789
Marmo Financial Group
Tennessee
$201M +$18M +10% 8.91% 47.5% 30 13.33%
DSN
5790
D. Scott Neal
Kentucky
$201M +$20.3M +11% 11.3% 105% 57 8.77%
KFP
5791
Keener Financial Planning
Texas
$201M +$46.7M +30% 9.52% 221 18.55%
KFA
5792
Kapstone Financial Advisors
Ohio
$201M +$23.8M +13% 14.2% 131% 126 15.87%
BA
5793
Bluesphere Advisors
Pennsylvania
$201M +$25.8M +15% 14.2% 93.4% 96 14.58%
BAM
5794
Bullseye Asset Management
Colorado
$201M +$15.5M +8% 12.6% 81% 68 16.18%
DCM
5795
Dudley Capital Management
Virginia
$200M +$9.41M +5% 11.7% 110% 139 15.11%
DLHL
5796
Donald L. Hagan LLC
Florida
$200M +$8.6M +4% 5.61% 47.9% 99 18.18%
SVWG
5797
Shared Vision Wealth Group
United States
$200M +$17.1M +9% 5.59% 86 12.79%
JHA
5798
Jackson Hill Advisors
Texas
$200M +$17.4M +10% 7.81% 61.2% 13 15.38%
OCP
5799
Oakcliff Capital Partners
New York
$200M +$10.3M +5% 15% 133% 10 20%
BFF
5800
Byrne Financial Freedom
Massachusetts
$200M +$24M +14% 17.1% 104 10.58%