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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
LFGH
6476
Lee Financial Group Hawaii
Hawaii
$128M +$10.4M +9% 8.68% 12.9% 31 12.9%
PU
6477
Petiole USA
New York
$128M -$7.47M -6% 2.17% 105% 40 7.5%
BWA
6478
BlueSky Wealth Advisors
North Carolina
$128M -$410M -76% 3.7% 42.9% 72 55.56%
CCM
6479
Cambridge Capital Management
Illinois
$128M +$9.63M +8% 6.08% 33 3.03%
IVGAI
6480
Index Venture Growth Associates III
Jersey
$128M +$32.3M +34% 57% 740% 2 0%
MCM
6481
Masterton Capital Management
New York
$128M +$11.9M +10% 1.12% 1.94% 17 35.29%
DWG
6482
Darden Wealth Group
Michigan
$128M +$23.6M +23% 22.1% 115 18.26%
SA
6483
SFI Advisors
New Jersey
$128M +$10.4M +9% 5.48% 82.9% 103 36.89%
EFG
6484
Erickson Financial Group
Pennsylvania
$128M +$7.19M +6% 6.89% 63.3% 23 0%
BCPE
6485
Bain Capital Public Equity
Massachusetts
$128M -$5.73M -4% 19.6% 169% 35 34.29%
MCA
6486
Martin Capital Advisors
Texas
$127M +$9.06M +8% 11.5% 117% 67 0%
MGW
6487
MB Generational Wealth
Washington
$127M +$20.9M +20% 7.65% 62 24.19%
IDP
6488
In-Depth Partners
Florida
$127M +$12.9M +11% 10.3% 157% 12 0%
RCWM
6489
Royal Capital Wealth Management
Indiana
$127M +$11.8M +10% 11.8% 83.8% 99 12.12%
MSA
6490
McAlister Sweet & Associates
Texas
$127M +$19.6M +18% 10.3% 75.8% 34 11.76%
MLRA
6491
Main Line Retirement Advisors
Montana
$127M +$12.1M +11% 4.82% 38 7.89%
GIM
6492
Greenwich Investment Management
Connecticut
$127M -$6.03M -5% 2.86% 40 10%
MAM
6493
Marketfield Asset Management
New York
$127M +$3.95M +3% 11.8% 61.5% 37 13.51%
RFA
6494
ROI Financial Advisors
Oregon
$127M +$6.33M +5% 15.5% 65 7.69%
WCM
6495
Windham Capital Management
Massachusetts
$127M -$145M -53% 5.72% 8.3% 88 54.55%
WFL
6496
Wealth Forward LLC
North Dakota
$127M +$8.66M +7% 4.82% 32 9.38%
DWMS
6497
Dominguez Wealth Management Solutions
Virginia
$127M +$6.43M +5% 4.65% 47.2% 57 1.75%
WBCM
6498
Wilson & Boucher Capital Management
California
$127M +$8.18M +7% 8.78% 69.8% 111 6.31%
ECM
6499
English Capital Management
Michigan
$127M +$10.7M +9% 11% 34 5.88%
AP
6500
Aspect Partners
Virginia
$127M -$28.4M -18% 5.31% 572 8.92%