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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
LFA
5826
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 3.39% 31% 36 30.56%
SCM
5827
Spring Capital Management
Texas
$124M +$8.47M +7% 4.27% 62.6% 30 3.33%
MHB
5828
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 3.69% 50% 62 14.52%
MWP
5829
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 2.3% 66.3% 68 22.06%
JHA
5830
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 12.1% 61.2% 11 9.09%
SFMG
5831
Sage Financial Management Group
Virginia
$124M -$19M -13% 5.71% 47.3% 42 16.67%
MWA
5832
Mills Wealth Advisors
Texas
$124M +$13.5M +12% 2.64% 37.4% 55 25.45%
BHCM
5833
Boulder Hill Capital Management
New York
$124M +$3.69M +3% 10% 236 94.07%
SC
5834
Sagil Capital
United Kingdom
$124M +$2.89M +2% 5.51% 104% 25 60%
RCM
5835
Ravenstone Capital Management
$124M +$1.98M +2% 8.46% 63% 38 10.53%
PFWA
5836
Paces Ferry Wealth Advisors
Georgia
$124M +$21.2M +21% 12.1% 72% 117 12.82%
CWA
5837
Capital Wealth Alliance
Arizona
$124M +$4.61M +4% 5.44% 108% 124 26.61%
EPIM
5838
Equinox Partners Investment Management
Connecticut
$124M -$29.2M -19% 15.3% 241% 13 23.08%
LFA
5839
Lauterbach Financial Advisors
Texas
$124M +$11.6M +10% 4.47% 71.2% 60 11.67%
AGFVA
5840
Accel Growth Fund V Associates
California
$124M -$1.59M -1% 0.69% 1.17% 2 0%
GAM
5841
GEM Asset Management
Michigan
$124M +$6.99M +6% 4.8% 54.7% 76 10.53%
EV
5842
Eclipse Ventures
California
$124M +$12.8M +12% 18.5% 3 0%
IF
5843
Integrity Financial
Wyoming
$124M +$18.2M +17% 7% 66.3% 224 10.27%
SWM
5844
Salvus Wealth Management
New Jersey
$124M +$14.6M +13% 8.97% 104% 108 15.74%
ACMA
5845
Arbor Capital Management (Alaska)
Alaska
$123M +$10.8M +10% 4.5% 62.7% 110 10.91%
SMP
5846
Santa Monica Partners
Florida
$123M -$14.9M -11% 3.71% 135% 19 5.26%
SWM
5847
Shelton Wealth Management
Texas
$123M -$3.36M -3% 3.94% 88% 72 19.44%
PPG
5848
Peak Planning Group
Colorado
$123M +$9.59M +8% 9.6% 105% 81 6.17%
SCGDR
5849
Sharp Capital Gestora de Recursos
Brazil
$123M +$5.66M +5% 7.64% 61.4% 9 44.44%
WWM
5850
Wolff Wiese Magana
California
$123M +$6.56M +6% 8.12% 136% 837 15.89%