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
LFS
3551
Legacy Financial Strategies
Kansas
$351M +$39.6M +13% 81
BWA
3552
Burt Wealth Advisors
Maryland
$350M +$24.7M +8% 109
EWP
3553
Engrave Wealth Partners
Texas
$350M +$25M +8% 82
EPA
3554
Element Pointe Advisors
Florida
$350M +$36M +11% 87
FSG
3555
Financial Strategies Group
Michigan
$350M +$32.7M +10% 82
C
3556
Cliffwater
California
$350M +$44.4M +15% 27
FSA
3557
Financial Services Advisory
Maryland
$350M +$145M +71% 72
GIM
3558
GE Investment Management
Connecticut
$349M 3
CLC
3559
Charles-Lim Capital
Hong Kong
$349M -$83.7M -19% 8
HG
3560
Harbor Group
New Hampshire
$349M +$171M +97% 82
FPTW
3561
Franklin, Parlapiano, Turner & Welch
Texas
$349M +$26.6M +8% 52
RW
3562
REDW Wealth
New Mexico
$349M +$24.3M +7% 155
JWM
3563
JFG Wealth Management
Colorado
$348M +$42.1M +14% 82
SC
3564
Stempoint Capital
New York
$348M 63
OTL
3565
Oak Thistle LLC
New York
$348M +$9.56M +3% 683
AP
3566
Arlington Partners
Alabama
$348M +$104M +43% 405
PXPO
3567
Peak XV Partners Operations
Mauritius
$348M 2
KV
3568
Kickstand Ventures
New York
$348M +$24.6M +8% 112
FNA
3569
First National Advisers
Nebraska
$347M +$123M +55% 165
SHFA
3570
SC&H Financial Advisors
Maryland
$347M +$46M +15% 145
PT
3571
Plimoth Trust
Massachusetts
$347M +$27.2M +9% 161
IP
3572
Intellectus Partners
California
$347M +$30.4M +10% 274
ETS
3573
ESL Trust Services
New York
$347M +$32.8M +10% 24
PFA
3574
Pathway Financial Advisors
Vermont
$346M +$53.7M +18% 162
LRWA
3575
Long Run Wealth Advisors
New York
$346M +$38M +12% 95