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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 Avg Time
Held (Qtrs)
LSL
7551
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 9.95% – 80 13.75% 1.7
MWM
7552
MY Wealth Management
Maryland
$104M +$1.01M +1% 4.59% 36.1% 32 21.88% 7.8
WPWM
7553
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 14.3% 66.3% 216 16.67% 9.8
WCBA
7554
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 1.28% 52.2% 63 3.17% 23.6
LGG
7555
Luts & Greenleigh Group
Maryland
$104M +$3.66M +4% 5.08% – 80 7.5% 7.7
SWC
7556
Square Wave Capital
New York
$104M +$10.8M +12% 13.9% – 8 12.5% 2
MMRF
7557
Michelson Medical Research Foundation
California
$104M -$15.3M -13% 7.51% 52.2% 27 33.33% 6.2
CWMGP
7558
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$104M -$71M -41% 8.23% 75.9% 76 40.79% 8.5
SCP
7559
Searchlight Capital Partners
New York
$104M +$8.18M +9% 3.73% 38.5% 3 0% 29
CP
7560
Clarendon Private
Massachusetts
$104M +$9.35M +10% 15.2% – 110 16.36% 1.8
EFMH
7561
E Fund Management (HK)
Hong Kong
$104M -$7.54M -7% 4.07% 163% 177 27.68% 4.5
LA
7562
LWM Advisors
California
$104M +$6.7M +7% 8.66% – 29 3.45% 1.6
NA
7563
Nestegg Advisors
New York
$104M +$9.77M +10% 8.24% – 47 8.51% 1.8
PRTG
7564
Post Resch Tallon Group
New York
$104M +$5.8M +6% 8.01% – 110 16.36% 1.8
DFG
7565
Dynamic Financial Group
Iowa
$104M +$3.9M +4% 3.68% – 63 12.7% 1.8
RAM
7566
RK Asset Management
Michigan
$104M -$4.58M -4% 1.24% 47.6% 23 0% 17.3
MC
7567
Medici Capital
California
$104M +$21.6M +26% 9.18% 127% 30 56.67% 2.3
EHAM
7568
Eagle Harbor Asset Management
Washington
$104M +$5.01M +5% 7.76% 69.7% 128 7.03% 9.6
CCA
7569
Cooper Capital Advisors
California
$104M +$10.3M +11% 11.3% – 40 40% 1.3
MRP
7570
Measured Risk Portfolios
California
$104M +$10.3M +11% 0.5% – 60 3.33% 1.9
DM
7571
Delphi Management
Massachusetts
$103M +$5.36M +5% 9.94% 111% 88 20.45% 13.2
KAM
7572
Karani Asset Management
New York
$103M +$8.78M +9% 13.4% – 48 33.33% 8.7
SCTC
7573
Samsung C&T Corporation
South Korea
$103M +$66.2M +179% 179% – 1 0% 2
FFS
7574
Flavin Financial Services
Florida
$103M -$5.73M -5% 6.76% – 70 11.43% 1.9
CF
7575
Conquis Financial
California
$103M +$6.69M +7% 7.83% – 60 16.67% 2