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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
LV
6076
Lifeyrissjodur Verzlunarmanna
$231M +$27.3M +13% 13.4% 1 0%
NA
6077
N10 Assets
Connecticut
$231M 48.3% 34
FFG
6078
Foundry Financial Group
New Hampshire
$231M +$29.7M +15% 13.3% 82 17.07%
VH
6079
VVR Holdings
Washington
$231M +$37.7M +19% 17.2% 45 28.89%
FCMT
6080
Founders Capital Management (Texas)
Texas
$231M +$26.3M +13% 24.1% 118% 427 10.3%
LWA
6081
Legacy Wealth Advisors
Florida
$231M +$35.1M +18% 12.8% 155 34.19%
PPWM
6082
PFG Private Wealth Management
Florida
$231M -$5.05M -2% 9.55% 48.3% 86 26.74%
CWM
6083
CarsonAllaria Wealth Management
Illinois
$231M +$28.4M +14% 11.9% 51.7% 75 13.33%
AF
6084
AGP Franklin
Tennessee
$231M +$30.4M +15% 24.1% 107 26.17%
CCA
6085
Cooper Capital Advisors
California
$231M +$87.7M +61% 17.1% 44 27.27%
HDA
6086
Harold Davidson & Associates
California
$231M +$24.7M +12% 22.7% 66 19.7%
BWM
6087
Bullock Wealth Management
Indiana
$231M +$31.2M +16% 18% 650 10.92%
NA
6088
Note Advisors
New York
$231M +$30.5M +15% 7.96% 88 5.68%
BFS
6089
Burrus Financial Services
Utah
$230M +$11.9M +5% 6.76% 30.2% 11 0%
KIC
6090
Kensington Investment Counsel
California
$230M +$22.5M +11% 21.1% 81.9% 93 19.35%
SFG
6091
Strive Financial Group
Indiana
$230M +$41.6M +22% 16.3% 944 29.45%
BCM
6092
Banyan Capital Management
Georgia
$230M -$1.96M -0.8% 4.14% 42.5% 55 0%
LCM
6093
LCM Capital Management
Illinois
$230M +$30.7M +15% 19% 108% 132 18.94%
BC
6094
BDFS Capital
Delaware
$230M +$22.2M +11% 6.77% 149 30.2%
ICMARC
6095
International City Management Association Retirement Corp
District of Columbia
$230M +$34.8M +18% 9.68% 42.9% 6 0%
MPCG
6096
Matrix Private Capital Group
New York
$230M +$22.5M +11% 9.57% 62.5% 148 8.11%
ACM
6097
Azarias Capital Management
Pennsylvania
$230M +$6.68M +3% 9.32% 93.1% 25 12%
IIA
6098
Integrity Investment Advisors
Colorado
$230M +$45.4M +25% 16.9% 79 15.19%
LS
6099
LCW Services
Virginia
$230M +$28.4M +14% 11.7% 40 2.5%
AIFS
6100
A&I Financial Services
Colorado
$230M +$18.5M +9% 11.4% 86 25.58%