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
4126
Legacy Financial Strategies
Kansas
$196M +$22.5M +13% 65
SC
4127
Sawyer & Company
Massachusetts
$196M +$28M +17% 172
BI
4128
Ballast Inc
Kentucky
$196M +$21.1M +12% 99
JGIA
4129
Jackson Grant Investment Advisers
Connecticut
$196M +$29.7M +18% 341
THWM
4130
Taylor Hoffman Wealth Management
Virginia
$196M +$26M +15% 121
AEPV
4131
AH Equity Partners V
California
$196M 1
OPTFSNA
4132
Old Point Trust & Financial Services N A
Virginia
$195M +$13.6M +7% 66
HW
4133
Hamilton Wealth
California
$195M +$16.7M +9% 59
FRA
4134
Front Row Advisors
California
$195M +$6.15M +3% 940
SMR
4135
SIH MPH Rollover
New York
$195M 1
AFWM
4136
AMJ Financial Wealth Management
Virginia
$195M +$25.2M +15% 82
SC
4137
Shay Capital
New York
$195M 230
BCP
4138
Berkeley Capital Partners
Georgia
$195M +$31.4M +19% 124
MFM
4139
Mirsky Financial Management
New York
$194M +$17.6M +10% 39
JFG
4140
Jefferies Financial Group
New York
$194M +$53.6M +38% 10
HIS
4141
Harvest Investment Services
Illinois
$194M +$19.8M +11% 257
CCC
4142
Chelsea Counsel Company
California
$194M +$25.1M +15% 94
NCM
4143
New Capital Management
Texas
$194M +$103M +114% 155
VCM
4144
Voce Capital Management
California
$194M +$36.9M +23% 12
FWM
4145
Foresight Wealth Management
Utah
$194M +$36.4M +23% 119
UIA
4146
UBP Investment Advisors
Switzerland
$194M +$64.6M +50% 82
BA
4147
Ballast Advisors
Minnesota
$194M +$33.7M +21% 179
OWP
4148
Old Well Partners
North Carolina
$194M +$87M +81% 56
CPIM
4149
Coalescence Partners Investment Management
New York
$194M 10
FLI
4150
Family Legacy Inc
South Carolina
$194M +$16.7M +9% 116