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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
LHWM
6351
Lake Hills Wealth Management
Texas
$192M +$4.34M +2% 4.14% 78.8% 75 58.67%
AVA
6352
Atlas Venture Advisors
Massachusetts
$192M -$246M -56% 7.2% 29.2% 4 25%
MAM
6353
McCarthy Asset Management
California
$192M +$35.8M +23% 1.57% 30 23.33%
SF
6354
Steffes Financial
Kansas
$192M 2.98% 27
EPIM
6355
Equinox Partners Investment Management
Connecticut
$191M +$6.26M +3% 20.3% 241% 12 25%
TPBG
6356
Turning Point Benefit Group
Maryland
$191M +$25.7M +16% 2.5% 915 24.59%
LIM
6357
Loudon Investment Management
New Hampshire
$191M +$456K +0.2% 1.48% 61.6% 99 11.11%
CQWA
6358
Chokshi & Queen Wealth Advisors
California
$191M +$2.5M +1% 1.28% 66 37.88%
CCWP
6359
Cedar Cove Wealth Partners
Minnesota
$191M 1.04% 88
PMIA
6360
Patrick Mauro Investment Advisor
Illinois
$191M +$832K +0.4% 0.18% 31.7% 42 7.14%
CFAM
6361
Center For Asset Management
Florida
$191M +$3.81M +2% 1.53% 60.7% 160 24.38%
SWIM
6362
Smallwood Wealth Investment Management
New Jersey
$191M -$5.3M -3% 2.43% 67.4% 552 9.78%
CCA
6363
Coign Capital Advisors
Utah
$191M +$9.39M +5% 2.11% 82 1.22%
FCB
6364
First County Bank
Connecticut
$191M -$4.98M -3% 2.48% 89.1% 179 7.26%
KFGG
6365
Keystone Financial Group (Georgia)
Georgia
$191M +$13.5M +8% 1.08% 142 11.97%
C
6366
Covestor
United Kingdom
$191M +$9.46M +5% 5.51% 136% 2,852 4.94%
WB
6367
West Bancorporation
Iowa
$191M +$11M +6% 2.5% 64.4% 112 14.29%
CFIM
6368
Client First Investment Management
Wisconsin
$191M -$5.38M -3% 6.87% 50 62%
PKC
6369
Palmer Knight Company
Florida
$191M -$20.6M -10% 0.35% 78.9% 35 14.29%
IRM
6370
Income Research & Management
Massachusetts
$190M -$14.1M -7% 0.02% 0.7% 35 8.57%
FF
6371
Foundry Financial
California
$190M 2.35% 67
AIC
6372
Aurora Investment Counsel
Georgia
$190M -$702K -0.4% 0.22% 31.7% 122 26.23%
OC
6373
OxenFree Capital
Florida
$190M +$8.47M +5% 1.2% 49 6.12%
DAM
6374
Draper Asset Management
New York
$190M +$23.4M +14% 7.32% 153% 35 48.57%
BAH
6375
Beacon Advisors Holdings
Texas
$190M 1.68% 36