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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
LFGH
5901
Lee Financial Group Hawaii
Hawaii
$103M -$44.1M -30% 11% 12.9% 41 26.83%
PWM
5902
Penobscot Wealth Management
Maine
$103M -$8.71M -8% 14.5% 50.5% 70 20%
LC
5903
Lakehouse Capital
Australia
$103M -$51.5M -33% 23.9% 47.2% 14 0%
WPWM
5904
Western Pacific Wealth Management
Illinois
$103M -$34.7M -25% 21.8% 66.3% 229 11.79%
FFWM
5905
Future Financial Wealth Management
Ohio
$102M -$18.2M -15% 13.1% 59.5% 540 75.56%
UAM
5906
Unison Asset Management
Florida
$102M -$14.1M -12% 14.2% 81.4% 25 0%
SWA
5907
Sightline Wealth Advisors
Connecticut
$102M -$17.7M -15% 11.3% 44.4% 58 17.24%
EI
5908
EDMP Inc
Florida
$102M -$4.09M -4% 7.51% 71.6% 61 6.56%
MCA
5909
Millennium Capital Advisors
Arkansas
$102M -$21.6M -17% 14.9% 114% 104 14.42%
MCM
5910
Magnolia Capital Management
New York
$102M -$18.4M -15% 13.6% 77.6% 124 4.03%
SWA
5911
Safir Wealth Advisors
New Hampshire
$102M -$17.6M -15% 11.1% 46.4% 17 17.65%
BFG
5912
Buttonwood Financial Group
Missouri
$102M -$32.4M -24% 14.3% 73.1% 23 30.43%
IA
5913
Integrity Advisory
Kansas
$102M +$235K +0.2% 13.2% 87 24.14%
SPWM
5914
Straight Path Wealth Management
Michigan
$102M -$16M -14% 18.1% 70.6% 78 17.95%
CG
5915
Cynosure Group
Utah
$102M -$22.3M -18% 17.4% 56.8% 45 48.89%
FCM
5916
Fortis Capital Management
Washington
$102M -$94.1M -48% 16% 82% 102 38.24%
GP
5917
Geneva Partners
Wisconsin
$102M -$60.1M -37% 6.84% 401% 80 41.25%
ECM
5918
Empirical Capital Management
Tennessee
$102M -$3.88M -4% 17.4% 28 25%
PFWA
5919
Paces Ferry Wealth Advisors
Georgia
$102M -$24.2M -19% 17.3% 72% 118 15.25%
LCM
5920
LCM Capital Management
Illinois
$102M -$22.4M -18% 15.1% 108% 96 11.46%
PWA
5921
Phoenix Wealth Advisors
North Carolina
$101M +$4.69M +5% 13.8% 60.1% 120 33.33%
CCFM
5922
Cohen & Co Financial Management
New York
$101M +$87.4M +625% 0.45% 147 97.96%
ACA
5923
Ascension Capital Advisors
Texas
$101M -$22.7M -18% 15.4% 59.3% 31 9.68%
RWIA
5924
Roger Wittlin Investment Advisory
California
$101M -$7.25M -7% 11.7% 54.1% 33 39.39%
KFS
5925
Kaizen Financial Strategies
California
$101M -$26.2M -21% 17.9% 116% 139 19.42%