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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
SIA
6401
Stegner Investment Associates
Kentucky
$188M +$5.81M +3% 1.6% 75.3% 34 14.71%
SSCM
6402
Spectrum Strategic Capital Management
Oregon
$188M -$7M -4% 1.79% 82 52.44%
LWA
6403
Lantern Wealth Advisors
New York
$188M -$719K -0.4% 2.72% 175 16.57%
BFG
6404
Buttonwood Financial Group
Missouri
$188M -$43.5M -19% 2.11% 73.1% 34 11.76%
YWM
6405
Yardley Wealth Management
Pennsylvania
$188M +$9.13M +5% 2.89% 37 5.41%
AAA
6406
Andrews Advisory Associates
Hawaii
$188M 1.06% 81
FB
6407
First Bancorp
Maine
$188M +$151K +0.1% 2.7% 73.8% 134 8.21%
LIA
6408
LSP Investment Advisors
New York
$188M +$21.7M +13% 5.2% 79.5% 22 4.55%
CFSG
6409
Clark Financial Services Group
Missouri
$188M -$185K -0.1% 2.68% 102% 109 13.76%
CF
6410
Claris Financial
Virginia
$188M +$11.8M +7% 1.73% 193 22.28%
ECP
6411
Elemental Capital Partners
California
$188M +$11.1M +6% 0.74% 6 0%
PC
6412
Pelham Capital
United Kingdom
$188M -$14.2M -7% 1.54% 135% 14 28.57%
NLWP
6413
Next Level Wealth Planning
Idaho
$188M +$10.8M +6% 2.47% 67 10.45%
DJYG
6414
David J. Yvars Group
Florida
$188M +$1.19M +0.6% 1.14% 125% 103 18.45%
TIA
6415
Trust Investment Advisors
Indiana
$188M +$10M +6% 8.45% 167% 110 21.82%
HFW
6416
Horizon Family Wealth
Illinois
$188M +$13.8M +8% 2.11% 68.6% 87 14.94%
LS
6417
LCW Services
Virginia
$188M 1.68% 39
GCM
6418
Granby Capital Management
Florida
$187M -$850K -0.5% 1.34% 50% 21 28.57%
GFL
6419
Granite FO LLC
New Hampshire
$187M +$3.35M +2% 6.35% 111% 192 9.38%
SA
6420
Sylvest Advisors
Texas
$187M +$1.28M +0.7% 1.87% 75 9.33%
TP
6421
TritonPoint Partners
Maryland
$187M 2.95% 152
BWS
6422
Broadway Wealth Solutions
Texas
$187M +$8.92M +5% 1.63% 101 11.88%
G
6423
GuidedMoney
Wisconsin
$187M 1.31% 30
FVIM
6424
Fort Vancouver Investment Management
Washington
$187M +$7M +4% 2.1% 51 5.88%
BWG
6425
Boomfish Wealth Group
Georgia
$187M +$1.69M +0.9% 1.34% 90 8.89%