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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
LAM
6626
Lakewood Asset Management
Illinois
$145M -$1.21M -0.8% 0.51% 65.3% 121 2.48%
LPCM
6627
Lynwood Price Capital Management
Texas
$145M 4.55% 15
FF
6628
Friday Financial
Iowa
$145M 0.34% 65
OC
6629
Optima Capital
Oregon
$145M 0.81% 152
NWM
6630
NRI Wealth Management
California
$145M 5% 26
SFG
6631
Seamount Financial Group
Colorado
$145M +$11.8M +9% 2.02% 100 9%
MF
6632
Meridian Financial
Massachusetts
$145M -$4.94M -3% 0.66% 52.8% 129 10.08%
GIS
6633
Graphene Investments SAS
France
$145M -$11.2M -7% 1.83% 86.5% 47 4.26%
FTIA
6634
Four Tree Island Advisory
New Hampshire
$145M 3.34% 23
PSFG
6635
Park Square Financial Group
Georgia
$145M 3.43% 956
MSWA
6636
Marshall & Sterling Wealth Advisors
New York
$145M 0.25% 361
EWM
6637
Echo Wealth Management
Minnesota
$145M +$1.64M +1% 0.16% 41% 49 4.08%
WAG
6638
Wallace Advisory Group
California
$145M +$8M +6% 1.29% 50.9% 199 19.6%
HIA
6639
Harvest Investment Advisors
Florida
$145M -$2.29M -2% 0.72% 78.3% 57 10.53%
ACM
6640
Arlington Capital Management
Illinois
$145M +$23.1M +19% 1.46% 154% 100 24%
PBK
6641
Peoples Bank (Kansas)
Kansas
$145M -$4.5M -3% 0.19% 63.3% 326 4.6%
CP
6642
Clayton Partners
California
$145M +$5.76M +4% 5.62% 109% 43 20.93%
NRWA
6643
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 3.83% 29.5% 195 78.46%
WWM
6644
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 3.24% 182 62.64%
TFG
6645
Taylor Financial Group
Virginia
$144M -$328K -0.2% 0.73% 102 8.82%
BMD
6646
Better Money Decisions
New Mexico
$144M +$3.34M +2% 1.47% 32.7% 70 12.86%
NIF
6647
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 10.1% 15.3% 1 0%
NWMP
6648
Noble Wealth Management PBC
Colorado
$144M 0.19% 454
ICM
6649
Islay Capital Management
Texas
$144M -$5.1M -3% 1.08% 66.3% 227 18.5%
FWS
6650
FinDec Wealth Services
California
$144M -$28.2M -16% 1.36% 47.6% 43 11.63%