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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
LWMI
6451
Legacy Wealth Management (Idaho)
Idaho
$138M -$14.6M -10% 851
JF
6452
Jericho Financial
Ohio
$138M -$490K -0.4% 43
SNBOSCI
6453
Security National Bank of Sioux City Iowa
Iowa
$138M -$5.25M -4% 94
RFA
6454
ROI Financial Advisors
Oregon
$138M -$9.21M -6% 65
HA
6455
Helium Advisors
Washington
$137M +$11.2M +9% 108
FF
6456
Farrell Financial
New York
$137M -$2.53M -2% 67
AF
6457
Atala Financial
California
$137M -$5.16M -4% 482
CSI
6458
Clark & Stuart Inc
Maine
$137M +$617K +0.5% 44
SCM
6459
Sheridan Capital Management
California
$137M -$5.16M -4% 29
EFG
6460
Ehrlich Financial Group
California
$137M -$3.5M -2% 122
PM
6461
Plustick Management
Virginia
$137M -$21.7M -14% 23
ALS
6462
Andrew L. Share
$137M -$83.3M -38% 13
BWS
6463
Broadway Wealth Solutions
Texas
$137M +$5.19M +4% 96
CCM
6464
Cox Capital Management
Massachusetts
$137M -$18.8M -12% 69
AI
6465
Aflac Inc
Georgia
$137M -$39.6M -22% 3
GIS
6466
Graphene Investments SAS
France
$137M -$7.89M -5% 48
TBBL
6467
True Blue (BVI) Ltd
$137M -$25.5M -16% 5
LCAM
6468
Long Corridor Asset Management
Hong Kong
$137M +$3.45M +3% 29
LAIC
6469
Lederer & Associates Investment Counsel
California
$137M -$6.65M -5% 89
SFB
6470
STAR Financial Bank
Indiana
$137M -$2.31M -2% 116
DWMS
6471
Dominguez Wealth Management Solutions
Virginia
$136M -$560K -0.4% 62
LMC
6472
Lightspeed Management Company
California
$136M -$147M -52% 11
IWA
6473
Integrity Wealth Advisors
California
$136M +$437K +0.3% 68
KFG
6474
Kingdom Financial Group
Arizona
$136M -$9.91M -7% 52
FFWM
6475
Future Financial Wealth Management
Ohio
$136M -$378K -0.3% 462