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
BA
4126
Ballast Advisors
Minnesota
$217M +$22.6M +12% 178
CFG
4127
Compton Financial Group
Maryland
$217M +$7.53M +4% 31
LWAM
4128
Legacy Wealth Asset Management
Minnesota
$217M +$18.1M +9% 292
XSC
4129
X-Square Capital
Puerto Rico
$216M +$31M +17% 125
WWM
4130
WT Wealth Management
Arizona
$216M +$33M +18% 131
PH
4131
Pinnacle Holdings
Oklahoma
$216M +$26.4M +14% 246
MA
4132
Modus Advisors
Minnesota
$216M +$22.5M +12% 94
MF
4133
Manchester Financial
California
$216M +$54.8M +34% 796
NA
4134
Newport Asia
California
$216M +$8.07M +4% 4
AFT
4135
Alpha Family Trust
California
$216M +$55.3M +35% 24
QWM
4136
Quaker Wealth Management
New Jersey
$216M +$25.1M +13% 59
LFF
4137
Level Four Financial
Texas
$216M -$15.9M -7% 360
OPTFSNA
4138
Old Point Trust & Financial Services N A
Virginia
$215M +$20.1M +10% 68
MFM
4139
Mirsky Financial Management
New York
$215M +$21.1M +11% 47
BIA
4140
BHK Investment Advisors
Alabama
$215M +$1.05M +0.5% 64
AEM
4141
ACON Equity Management
District of Columbia
$215M +$102M +90% 1
HCM
4142
HM Capital Management
Missouri
$215M +$17.2M +9% 46
SC
4143
Steginsky Capital
New York
$215M +$14.7M +7% 8
SFG
4144
SageGuard Financial Group
Tennessee
$215M +$7.2M +3% 137
CCM
4145
Chicago Capital Management
Illinois
$215M +$89.4M +71% 43
FLA
4146
Financial Life Advisors
Texas
$215M +$21.6M +11% 53
MLFP
4147
MPS Loria Financial Planners
Illinois
$215M -$7.9M -4% 654
PGM
4148
Parian Global Management
New York
$214M -$152M -41% 72
OC
4149
One01 Capital
California
$214M -$21.3M -9% 25
SCM
4150
Stadium Capital Management
Connecticut
$214M +$13.8M +7% 11