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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
LWP
6251
Laurel Wealth Planning
Minnesota
$150M -$4.55M -3% 1.29% 41.6% 58 10.34%
LC
6252
Lakehouse Capital
Australia
$150M +$2.09M +1% 0.06% 47.2% 14 14.29%
GP
6253
Gallo Partners
New Jersey
$150M +$14.1M +10% 0% 106 82.08%
SVWA
6254
Sarver Vrooman Wealth Advisors
Missouri
$150M 1.72% 129
HHRDM
6255
H&H Retirement Design & Management
Nevada
$150M -$14.4M -9% 0.38% 29.7% 77 2.6%
CI
6256
Carroll Investors
South Carolina
$150M -$27.2M -15% 11.9% 173% 33 24.24%
CNFG
6257
Creegan & Nassoura Financial Group
New Hampshire
$150M +$1.3M +0.9% 0.3% 52.6% 77 5.19%
TFP
6258
Tilia Fiduciary Partners
North Carolina
$150M +$3.44M +2% 1.29% 69.4% 122 20.49%
HFW
6259
Horizon Family Wealth
Illinois
$150M -$518K -0.3% 1.86% 59.9% 87 22.99%
LIA
6260
Lynx Investment Advisory
District of Columbia
$150M +$3.38M +2% 1.33% 157 15.29%
ACA
6261
Acorn Capital Advisors
New York
$150M -$35.9M -19% 14.6% 22 4.55%
WWM
6262
Whalen Wealth Management
Nevada
$150M +$5.57M +4% 0.86% 184 61.41%
XPN
6263
XY Planning Network
Montana
$150M +$16.8M +13% 0.7% 118 35.59%
C
6264
Covestor
United Kingdom
$150M -$9.8M -6% 3.03% 95.7% 2,871 5.19%
ALM
6265
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 4.84% 14 28.57%
LIC
6266
Laurus Investment Counsel
Canada
$150M -$44.4M -23% 11.9% 14.1% 48 12.5%
SMA
6267
Seven Mile Advisory
New Jersey
$150M -$6.96M -4% 3.63% 103% 182 12.09%
BMD
6268
Better Money Decisions
New Mexico
$150M +$5.5M +4% 0.94% 32.7% 71 9.86%
CMS
6269
Capital Market Strategies
Florida
$150M -$24M -14% 4.17% 120% 163 16.56%
OCA
6270
OEP Capital Advisors
New York
$150M +$18.2M +14% 13.9% 16.9% 1 0%
ACM
6271
Alcosta Capital Management
California
$150M -$21.7M -13% 9.45% 169% 26 0%
GWMI
6272
Guardian Wealth Management (Illinois)
Illinois
$150M +$3M +2% 1.04% 103% 239 6.28%
WA
6273
Westfuller Advisors
New York
$150M -$7.62M -5% 0.95% 105 20%
CA
6274
Corrado Advisors
New Jersey
$150M -$3.75M -2% 0.11% 45.6% 117 20.51%
NRWA
6275
North Ridge Wealth Advisors
Oregon
$150M +$5.22M +4% 0.34% 29.5% 207 27.05%