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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
LEP
7201
Langdon Equity Partners
$134M -$60.7M -31% 20.3% 14 28.57%
RLWM
7202
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 0.43% 69.9% 62 16.13%
SWM
7203
Shepherd Wealth Management
Ohio
$134M -$10.3M -7% 3.08% 62 45.16%
PA
7204
PW Advisors
Florida
$133M +$8.92M +7% 1.47% 40 27.5%
TWA
7205
Trace Wealth Advisors
California
$133M -$4.98M -4% 1.28% 75 18.67%
FPFC
7206
Financial Planning Fort Collins
Colorado
$133M +$19.5M +17% 1.9% 34 14.71%
OFI
7207
Outbound Financial Inc
Colorado
$133M +$4.95M +4% 0.63% 43 6.98%
WLG
7208
Williamson Legacy Group
Indiana
$133M +$5.44M +4% 38% 111 44.14%
BAM
7209
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10.5% 10 20%
TF
7210
Tenzing Financial
Virginia
$133M +$10M +8% 0.42% 74 13.51%
LFS
7211
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 1.55% 68 25%
SFG
7212
Synergy Financial Group
California
$133M -$9.21M -6% 9.2% 126% 137 26.28%
FAI
7213
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 0.23% 125 3.2%
SVP
7214
Strategic Value Partners
Connecticut
$133M -$75.4M -36% 36.2% 1 0%
PWP
7215
Phillips Wealth Planners
Mississippi
$133M +$8.27M +7% 1.83% 70% 227 24.67%
BF
7216
Bonfire Financial
Colorado
$133M -$1.04M -0.8% 2.7% 59 5.08%
HWMG
7217
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 3.9% 104 26.92%
CAG
7218
Centerpoint Advisory Group
Kansas
$133M +$3.01M +2% 2.46% 114 11.4%
FTEA
7219
Forty-three Eighteen Advisors
Arkansas
$133M +$4.09M +3% 7.77% 90 35.56%
WT
7220
WHI Trust
Illinois
$133M +$2.98M +2% 1.23% 95 8.42%
MWM
7221
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 0.31% 75 10.67%
STFP
7222
Signal Tree Financial Partners
Ohio
$132M +$1.33M +1% 0.1% 49 6.12%
9C
7223
9823 Capital
Texas
$132M -$12.7M -9% 6.15% 87 80.46%
GTWM
7224
Global Trust Wealth Management
Florida
$132M -$2.61M -2% 1.14% 88 9.09%
AI
7225
Axos Invest
Nevada
$132M -$3.73M -3% 1.45% 22 13.64%