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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
WFS
7401
WealthGarden F.S.
California
$104M -$2.95M -3% 1.51% 134 16.42%
RHIG
7402
R.H. Investment Group
Arizona
$104M -$2.13M -2% 3.44% 32 9.38%
HEC
7403
Hudson Executive Capital
New York
$104M -$288M -73% 16.2% 127% 4 25%
TLM
7404
Twin Lions Management
Connecticut
$104M +$921K +0.9% 1.08% 7 0%
CIA
7405
Caerus Investment Advisors
Texas
$104M -$2.68M -3% 6.03% 85% 32 9.38%
LCG
7406
Lakeshore Capital Group
Illinois
$104M +$37.5M +57% 0.15% 78 28.21%
AWA
7407
AGH Wealth Advisors
Kansas
$104M -$4.25M -4% 0.52% 125 14.4%
SR
7408
Summer Road
Florida
$104M -$16.5M -14% 13.8% 130% 29 27.59%
MA
7409
Maxele Advisors
Missouri
$103M -$1.33M -1% 2.26% 100 6%
MWM
7410
MY Wealth Management
Maryland
$103M +$3.21M +3% 0.51% 36.1% 27 7.41%
AHIA
7411
Andrew Hill Investment Advisors
Florida
$103M -$31.2M -23% 5.74% 61 44.26%
MMCM
7412
Murphy & Mullick Capital Management
New York
$103M -$5.24M -5% 3.51% 721 9.43%
LDNAM
7413
Lepercq De Neuflize Asset Management
New York
$103M -$36.2M -26% 0.11% 16 25%
SPWM
7414
Spartan Planning & Wealth Management
North Carolina
$103M -$6.29M -6% 0.26% 84 38.1%
FFP
7415
Frisco Financial Planning
Texas
$103M +$1.97M +2% 0.53% 21 19.05%
MM
7416
Morangie Management
Florida
$103M -$21.9M -17% 13.7% 31 22.58%
DWM
7417
DKM Wealth Management
California
$103M -$2.38M -2% 2.19% 56 16.07%
S2L
7418
Sparta 24 Ltd
Israel
$103M +$22.6M +28% 14.3% 83.7% 5 40%
SFP
7419
Sherwood Financial Partners
California
$103M +$2.28M +2% 0.3% 8 12.5%
ACMA
7420
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 0.38% 62.7% 102 4.9%
MADFP
7421
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 0.73% 49 10.2%
GBFP
7422
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 2.16% 35 5.71%
HWA
7423
Heritage Wealth Architects
Minnesota
$103M 1.5% 33
RM
7424
RCF Management
Colorado
$103M -$25.3M -20% 21.1% 1 0%
CFP
7425
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 4.35% 369 13.01%