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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
LAI
6026
Legal Advantage Investments
California
$194M -$22.5M -10% 91
BW
6027
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 74
MUAMU
6028
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 110
TDWM
6029
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 61
JHA
6030
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 13
BWS
6031
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 100
WWC
6032
Waypoint Wealth Counsel
Georgia
$193M -$79.2M -29% 302
ACM
6033
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 54
BDL
6034
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 92
1CP
6035
17 Capital Partners
Arizona
$193M +$1.06M +0.6% 180
RTM
6036
RH Tailwind Management
Pennsylvania
$193M +$93.8M +94% 49
LHCM
6037
Lloyd Harbor Capital Management
New York
$193M +$7.77M +4% 29
DF
6038
Downshift Financial
Colorado
$193M +$31M +19% 82
CWRP
6039
Cassady Wealth & Retirement Planning
Nevada
$193M +$39.7M +26% 102
PA
6040
Promethium Advisors
Maryland
$193M +$7.67M +4% 121
GIO
6041
Galilei Investment Office
United Kingdom
$193M -$19.2M -9% 27
CA
6042
Carson Advisory
Georgia
$193M +$478K +0.2% 194
OFG
6043
OmniStar Financial Group
North Carolina
$193M +$22.2M +13% 139
AIM
6044
Athena Investment Management
California
$193M -$2.38M -1% 158
RFP
6045
RCS Financial Planning
Maryland
$193M -$39.2M -17% 111
WA
6046
Whipplewood Advisors
Colorado
$193M +$37.1M +24% 1,100
KFGG
6047
Keystone Financial Group (Georgia)
Georgia
$192M +$1.45M +0.8% 143
CFIM
6048
Client First Investment Management
Wisconsin
$192M +$1.71M +0.9% 39
GHI
6049
Gross & Hartman Investments
Pennsylvania
$192M +$16.9M +10% 79
WIA
6050
Westview Investment Advisors
Vermont
$192M -$17.7M -8% 83