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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
6351
LFG Wealth Partners
Kentucky
$213M +$47.5M +29% 26.5% 116 38.79%
B
6352
Birchbrook
Maine
$213M +$9.11M +4% 10.1% 326 17.18%
BGI
6353
B Group Inc
Texas
$213M +$78.1M +58% 22.2% 22 22.73%
WPA
6354
WIT Partners Advisory
Singapore
$213M -$129M -38% 14.1% 19 31.58%
CCWP
6355
Cedar Cove Wealth Partners
Minnesota
$213M +$22.3M +12% 15.9% 103 26.21%
4FG
6356
4Thought Financial Group
New York
$213M +$10.6M +5% 8.54% 37.6% 99 0%
KCM
6357
KM Capital Management
Texas
$213M +$64.1M +43% 13.1% 60.8% 94 68.09%
AWMM
6358
Aegis Wealth Management (Maryland)
Maryland
$213M +$37.8M +22% 11.1% 163 29.45%
GL
6359
Gerber LLC
Ohio
$213M +$33.5M +19% 20% 102 18.63%
LFIA
6360
Legacy Financial Independent Advisors
Kentucky
$213M +$20.3M +11% 14.2% 135 24.44%
FCB
6361
First County Bank
Connecticut
$213M +$25.2M +13% 17.5% 89.1% 173 9.25%
IAIM
6362
Industrial Alliance Investment Management
Quebec, Canada
$212M +$45.2M +27% 23.5% 81.5% 8 0%
EPIM
6363
Equinox Partners Investment Management
Connecticut
$212M -$33M -13% 18.7% 241% 12 8.33%
CASB
6364
Cape Ann Savings Bank
Massachusetts
$212M +$13.4M +7% 14.2% 72.7% 122 8.2%
A
6365
AFBI
Florida
$212M +$81.1M +62% 14.9% 1 0%
BDAM
6366
Blue Door Asset Management
Connecticut
$212M +$53.7M +34% 45.9% 127% 25 44%
TCA
6367
Taconic Capital Advisors
New York
$212M -$23.1M -10% 8.09% 273% 22 59.09%
NPFS
6368
Novak & Powell Financial Services
Florida
$212M +$26.5M +14% 15.2% 178 12.36%
IIL
6369
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 136% 111 8.11%
KWIA
6370
Kinetic Wealth Investment Advisors
Ohio
$212M 12.4% 64
SG
6371
Straightline Group
Michigan
$212M +$11M +5% 3.51% 22 36.36%
GCA
6372
GSI Capital Advisors
California
$212M +$27.8M +15% 12.6% 39.7% 33 24.24%
BDL
6373
Banque de Luxembourg
Luxembourg
$212M +$18.7M +10% 12.3% 79 6.33%
SF
6374
Sun Financial
Utah
$212M +$12.3M +6% 14.9% 176 18.18%
FIA
6375
FPC Investment Advisory
California
$212M +$11.4M +6% 7.94% 38 15.79%