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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
LC
6226
Lakehouse Capital
Australia
$125M +$14.2M +13% 18.1% 47.2% 14 0%
LWM
6227
Lionsbridge Wealth Management
Florida
$125M +$19.6M +19% 7.43% 55.3% 57 28.07%
HP
6228
Highlander Partners
Texas
$125M +$23.8M +24% 16.2% 221% 26 3.85%
VF
6229
VitalStone Financial
Texas
$125M +$6.63M +6% 8.17% 619 25.53%
OFS
6230
Orrstown Financial Services
Pennsylvania
$125M 11.2% 74
HWMC
6231
Heritage Wealth Management (California)
California
$125M 9.49% 112
PCMU
6232
Paragon Capital Management (Utah)
Utah
$125M +$7.84M +7% 9.89% 69.4% 76 26.32%
MFFIA
6233
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$125M +$6.46M +5% 6.65% 81.2% 69 10.14%
MFA
6234
Millington Financial Advisors
Illinois
$125M +$13.4M +12% 10.8% 61% 86 22.09%
ECP
6235
Epacria Capital Partners
Colorado
$125M +$4.08M +3% 4.93% 85.8% 64 21.88%
PBK
6236
Peoples Bank (Kansas)
Kansas
$125M +$7.93M +7% 8.83% 63.3% 277 6.14%
AA
6237
Atmos Advisory
Pennsylvania
$125M +$7.64M +7% 8.13% 30.2% 21 4.76%
SCM
6238
Segra Capital Management
Florida
$125M -$14.8M -11% 12% 116% 6 33.33%
HIA
6239
Harvest Investment Advisors
Florida
$125M +$13M +12% 12.3% 52 1.92%
AC
6240
Amitell Capital
Singapore
$125M -$62.9M -34% 8.77% 180% 39 20.51%
BW
6241
Basepoint Wealth
Iowa
$124M +$1.89M +2% 9.43% 109% 103 3.88%
2P
6242
26North Partners
New York
$124M +$5M +4% 12.1% 66.2% 3 0%
IW
6243
Imprint Wealth
South Carolina
$124M +$6.19M +5% 8.66% 166 15.06%
TVM
6244
True Vision MN
Minnesota
$124M 9.81% 86
CM
6245
CM Management
Florida
$124M +$30.2M +32% 25.6% 141% 77 22.08%
LFA
6246
Longview Financial Advisors
Alabama
$124M 5.82% 39
LFA
6247
Legend Financial Advisors
Pennsylvania
$124M +$7.22M +6% 11.3% 117% 207 15.94%
OCMH
6248
Oxbow Capital Management (HK)
Hong Kong
$124M -$16.4M -12% 12.4% 1,497% 3 0%
DJYG
6249
David J. Yvars Group
Florida
$124M +$4.47M +4% 14.3% 125% 86 23.26%
AA
6250
Axiom Advisory
California
$124M +$13.2M +12% 10.3% 16.4% 39 17.95%