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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
SF
6076
SWP Financial
California
$196M -$3.18M -2% 2.07% 78 15.38%
FCM
6077
FourWorld Capital Management
New York
$196M +$72.7M +59% 54.9% 114% 30 46.67%
LWA
6078
Legacy Wealth Advisors
Florida
$196M +$44.5M +29% 1.11% 118 34.75%
CA
6079
Continental Advisors
Utah
$196M -$40.8M -17% 1.73% 69% 52 21.15%
PAM
6080
Peninsula Asset Management
Florida
$196M +$971K +0.5% 2.24% 41.8% 54 18.52%
MAMF
6081
Mirabaud Asset Management (France)
France
$196M 0% 13
ACM
6082
AUA Capital Management
Pennsylvania
$196M -$3.68M -2% 2.17% 61.4% 83 7.23%
TF
6083
Tudor Financial
Ohio
$196M +$236K +0.1% 1.01% 151 13.91%
SC
6084
Scholtz & Company
Connecticut
$195M -$34.9M -15% 7.17% 89.2% 58 25.86%
HAS
6085
Horizon Advisory Services
New York
$195M -$2.24M -1% 2.96% 52 13.46%
MHFA
6086
Mission Hills Financial Advisory
California
$195M +$5.95M +3% 1.21% 58 15.52%
RAM
6087
Revere Asset Management
Texas
$195M -$88.9M -31% 0.14% 46 69.57%
ICMARC
6088
International City Management Association Retirement Corp
District of Columbia
$195M -$1.74M -0.9% 0.82% 42.9% 6 0%
YWM
6089
Yardley Wealth Management
Pennsylvania
$195M +$7.02M +4% 0.9% 36 0%
CP
6090
Castleview Partners
Texas
$195M -$6.73M -3% 1.34% 54.5% 225 23.56%
WAL
6091
W Advisors LLC
Tennessee
$195M -$3.75M -2% 0.1% 73.8% 149 10.74%
CPI
6092
Crestview Partners III
New York
$195M -$8.52M -4% 0.47% 5.73% 2 0%
LWA
6093
Lantern Wealth Advisors
New York
$195M +$6.82M +4% 0.74% 190 22.63%
ACM
6094
Alethea Capital Management
Washington
$195M -$11M -5% 6.06% 200% 17 41.18%
WM
6095
WestCap Management
California
$195M -$265M -58% 53.9% 2 0%
TVWM
6096
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 1.51% 132% 208 17.31%
SFS
6097
Symphony Financial Services
Ohio
$195M -$271K -0.1% 0.78% 107 12.15%
WC
6098
Wynn Capital
Georgia
$195M -$11.2M -5% 4.06% 109 1.83%
NLWP
6099
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 1.07% 73 9.59%
CFG
6100
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 0.7% 641 10.61%