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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
6576
LeClair Wealth Partners
Ohio
$160M +$13.2M +9% 7.28% 110 13.64%
AGA
6577
Accuvest Global Advisors
Utah
$160M +$6.72M +4% 2.75% 126% 94 34.04%
FIG
6578
FSA Investment Group
Florida
$160M +$25.4M +19% 7.13% 40 50%
MAG
6579
M3 Advisory Group
Massachusetts
$160M +$15.8M +11% 9.18% 159 10.06%
SPF
6580
South Plains Financial
Texas
$160M +$18M +13% 8% 234 5.56%
SWM
6581
Schwallier Wealth Management
Michigan
$160M -$3.45M -2% 4.42% 56 21.43%
OIM
6582
Oracle Investment Management
Connecticut
$160M +$14.3M +10% 15% 865% 22 45.45%
OA
6583
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 5.77% 48 4.17%
DIG
6584
Dauntless Investment Group
New Hampshire
$160M +$102M +178% 21.8% 106 73.58%
PFMU
6585
Privium Fund Management (UK)
United Kingdom
$160M +$3.85M +2% 6.03% 27.7% 13 53.85%
TA
6586
Tiptree Advisors
New York
$160M +$32.2M +25% 40.9% 25 28%
AF
6587
Atala Financial
California
$160M +$14.8M +10% 8.68% 139 15.83%
AC
6588
Athos Capital
Hong Kong
$160M +$92.8M +139% 0.22% 82.2% 48 56.25%
FF
6589
Farrell Financial
New York
$160M +$10.5M +7% 6.28% 71 9.86%
RCF
6590
Rainwater Charitable Foundation
Texas
$159M -$9.84M -6% 5.71% 40.2% 4 0%
ULWM
6591
Upper Left Wealth Management
Florida
$159M +$9.42M +6% 7% 43.1% 65 0%
EFG
6592
Erickson Financial Group
Pennsylvania
$159M +$11.2M +8% 7.43% 63.3% 26 0%
RFM
6593
RPD Fund Management
New York
$159M -$67.3M -30% 11.9% 8 50%
PFA
6594
Pillar Financial Advisors
Kentucky
$159M +$14.4M +10% 5.67% 119 10.08%
AWM
6595
Aberdeen Wealth Management
Illinois
$159M +$8.78M +6% 6.97% 56.7% 170 5.88%
GL
6596
Gerber LLC
Ohio
$159M +$16.9M +12% 9.51% 99 23.23%
NCG
6597
Newport Capital Group
New Jersey
$159M +$11.5M +8% 4.98% 70 10%
WFS
6598
Widmann Financial Services
Maryland
$159M +$15.6M +11% 8.22% 62.4% 115 7.83%
BFP
6599
Brewster Financial Planning
New York
$159M +$10.8M +7% 5.15% 40.8% 27 3.7%
PS
6600
Pennant Select
New Jersey
$159M +$28.6M +22% 69.3% 12 0%