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
LWMG
3426
Levy Wealth Management Group
Pennsylvania
$338M +$13.1M +4% 110
ACM
3427
Altrius Capital Management
North Carolina
$338M +$10.4M +3% 93
PFMOSF
3428
Philadelphia Financial Management of San Francisco
California
$337M +$68.4M +25% 46
FPTW
3429
Franklin, Parlapiano, Turner & Welch
Texas
$337M +$22.9M +7% 50
PFA
3430
Pettinga Financial Advisors
Indiana
$337M +$16.2M +5% 106
LPAM
3431
Legion Partners Asset Management
California
$337M -$3.29M -1% 15
AFGI4KRSP
3432
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$337M -$16.3M -5% 1
SC
3433
Saybrook Capital
North Carolina
$337M +$22.3M +7% 45
WW
3434
Waterfront Wealth
Kansas
$337M +$30.5M +10% 258
RRWA
3435
Rainey & Randall Wealth Advisors
Florida
$337M +$24.8M +8% 44
CFGSD
3436
Compass Financial Group (South Dakota)
South Dakota
$336M +$30.3M +10% 99
DWM
3437
Dechtman Wealth Management
Colorado
$336M 52
HFS
3438
Haverford Financial Services
Pennsylvania
$335M +$15.3M +5% 41
DSCM
3439
Divisadero Street Capital Management
Florida
$335M +$107M +47% 65
WIM
3440
WealthPlan Investment Management
Nebraska
$335M -$246M -42% 470
PHK
3441
Point72 Hong Kong
Hong Kong
$335M -$75.1M -18% 57
AMG
3442
Advisors Management Group
Wisconsin
$335M +$21.5M +7% 154
ACP
3443
Arcus Capital Partners
Georgia
$335M +$42M +14% 127
BCP
3444
BDT Capital Partners
Illinois
$335M +$48.6M +17% 4
PT
3445
Plimoth Trust
Massachusetts
$334M +$12M +4% 161
SDAM
3446
Shulman DeMeo Asset Management
New York
$334M +$15.9M +5% 137
EG
3447
Enstar Group
Bermuda
$334M +$59.9M +22% 11
WM
3448
Wishbone Management
Illinois
$334M -$12.7M -4% 9
LCM
3449
Liberty Capital Management
Michigan
$334M +$29.6M +10% 147
BCA
3450
Bray Capital Advisors
Florida
$334M -$9.03M -3% 266