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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
HEC
7401
Hudson Executive Capital
New York
$104M -$288M -73% 16.2% 127% 4 25%
TLM
7402
Twin Lions Management
Connecticut
$104M +$921K +0.9% 1.08% 7 0%
CIA
7403
Caerus Investment Advisors
Texas
$104M -$2.68M -3% 6.03% 85% 32 9.38%
LCG
7404
Lakeshore Capital Group
Illinois
$104M +$37.5M +57% 0.15% 78 28.21%
AWA
7405
AGH Wealth Advisors
Kansas
$104M -$4.25M -4% 0.52% 125 14.4%
SR
7406
Summer Road
Florida
$104M -$16.5M -14% 13.8% 130% 29 27.59%
MA
7407
Maxele Advisors
Missouri
$103M -$1.33M -1% 2.26% 100 6%
MWM
7408
MY Wealth Management
Maryland
$103M +$3.21M +3% 0.51% 36.1% 27 7.41%
AHIA
7409
Andrew Hill Investment Advisors
Florida
$103M -$31.2M -23% 5.74% 61 44.26%
MMCM
7410
Murphy & Mullick Capital Management
New York
$103M -$5.24M -5% 3.51% 721 9.43%
LDNAM
7411
Lepercq De Neuflize Asset Management
New York
$103M -$36.2M -26% 0.11% 16 25%
SPWM
7412
Spartan Planning & Wealth Management
North Carolina
$103M -$6.29M -6% 0.26% 84 38.1%
FFP
7413
Frisco Financial Planning
Texas
$103M +$1.97M +2% 0.53% 21 19.05%
MM
7414
Morangie Management
Florida
$103M -$21.9M -17% 13.7% 31 22.58%
DWM
7415
DKM Wealth Management
California
$103M -$2.38M -2% 2.19% 56 16.07%
S2L
7416
Sparta 24 Ltd
Israel
$103M +$22.6M +28% 14.3% 83.7% 5 40%
SFP
7417
Sherwood Financial Partners
California
$103M +$2.28M +2% 0.3% 8 12.5%
ACMA
7418
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 0.38% 62.7% 102 4.9%
MADFP
7419
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 0.73% 49 10.2%
GBFP
7420
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 2.16% 35 5.71%
HWA
7421
Heritage Wealth Architects
Minnesota
$103M 1.5% 33
RM
7422
RCF Management
Colorado
$103M -$25.3M -20% 21.1% 1 0%
CFP
7423
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 4.35% 369 13.01%
SCM
7424
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 3.86% 231% 75 42.67%
FLP
7425
Financial Life Planners
Arizona
$103M -$16.6M -14% 6% 402 80.1%