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
LFG
4026
Leverty Financial Group
Wisconsin
$385M +$50.3M +15% 47
TI
4027
tru Independence
Oregon
$385M +$39.1M +11% 127
NAMM
4028
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 72
XWM
4029
Xcel Wealth Management
Florida
$384M +$33M +9% 141
BWM
4030
BCGM Wealth Management
Indiana
$384M +$29.7M +8% 176
PGWM
4031
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 132
SCP
4032
Steamboat Capital Partners
New York
$384M +$33M +9% 63
GBWM
4033
Granite Bay Wealth Management
New Hampshire
$384M +$72.8M +23% 86
SA
4034
Strategic Advocates
Utah
$384M +$47.2M +14% 613
FIM
4035
FWL Investment Management
Texas
$384M +$56.9M +17% 386
CWAF
4036
Core Wealth Advisors (Florida)
Florida
$384M +$35.6M +10% 95
DF
4037
Dunhill Financial
United Kingdom
$383M +$38.1M +11% 1,038
WSC
4038
Wellington Shields & Co
New York
$383M +$30.1M +9% 341
TWM
4039
TriaGen Wealth Management
California
$383M +$53.2M +16% 191
GC
4040
Guidance Capital
Kentucky
$383M +$32.6M +9% 211
MCA
4041
Magnolia Capital Advisors
Mississippi
$383M -$14.2M -4% 255
SC
4042
Saybrook Capital
North Carolina
$383M +$29M +8% 43
LN
4043
Lightrock Netherlands
Netherlands
$382M +$18.7M +5% 40
MAG
4044
Mokosak Advisory Group
Iowa
$382M +$28.6M +8% 38
SCP
4045
SailingStone Capital Partners
Texas
$382M +$3.43M +0.9% 16
NCM
4046
New Capital Management
Texas
$382M +$23.4M +7% 57
WHAM
4047
Windmill Hill Asset Management
United Kingdom
$381M +$18.3M +5% 27
GLAM
4048
Gardner Lewis Asset Management
Pennsylvania
$381M -$19.1M -5% 104
CPH
4049
C Partners Holding
Switzerland
$381M -$73.7M -16% 12
WBC
4050
West Branch Capital
Massachusetts
$381M +$43M +13% 490