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
LA
3176
Lynch & Associates
Indiana
$390M +$19.4M +5% 108
NLVP
3177
New Leaf Venture Partners
New York
$390M -$40.1M -9% 19
SWA
3178
SOA Wealth Advisors
New York
$389M +$31.7M +9% 1,003
AIS
3179
AM Investment Strategies
Tennessee
$389M +$29.9M +8% 105
JAM
3180
JCIC Asset Management
Ontario, Canada
$389M +$104M +37% 126
FMP
3181
Financial Management Professionals
Texas
$388M +$14.8M +4% 992
SFA
3182
Source Financial Advisors
New York
$388M +$13.6M +4% 115
SAS
3183
Sanford Advisory Services
Michigan
$388M +$29.6M +8% 110
ASM
3184
ATW SPAC Management
New York
$388M 129
FPGK
3185
Financial Partners Group (Kansas)
Kansas
$388M +$35.8M +10% 155
MIM
3186
Martin Investment Management
Florida
$388M +$34.2M +10% 53
WI
3187
WrapManager Inc
California
$388M +$27.8M +8% 312
SCP
3188
Steamboat Capital Partners
New York
$388M +$48.9M +14% 52
DOA
3189
D'Orazio & Associates
Virginia
$388M +$29.9M +8% 432
LWM
3190
Laidlaw Wealth Management
New York
$388M +$95.1M +32% 282
OCM
3191
Oakwood Capital Management
California
$388M +$48.3M +14% 62
SG
3192
Swarthmore Group
Pennsylvania
$387M +$21.4M +6% 50
3CP
3193
3G Capital Partners
New York
$387M +$118M +44% 19
AWC
3194
Abundance Wealth Counselors
Pennsylvania
$387M -$15.3M -4% 384
ECM
3195
EagleClaw Capital Management
Massachusetts
$387M +$38.7M +11% 140
CCP
3196
Cyrus Capital Partners
New York
$386M -$23.2M -6% 17
PWS
3197
Private Wealth Strategies
Ohio
$386M +$28.8M +8% 74
HP
3198
Holowesko Partners
Bahamas
$386M +$28.5M +8% 27
SDWMA
3199
Schneider Downs Wealth Management Advisors
Pennsylvania
$386M -$23.1M -6% 143
ERWM
3200
Elk River Wealth Management
Colorado
$386M +$34.9M +10% 127