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
LFGO
4151
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 96
SM
4152
Selkirk Management
New Jersey
$365M +$26.6M +8% 14
AI
4153
ArchPoint Investors
Florida
$365M +$24.2M +7% 74
CFG
4154
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 202
KLCM
4155
KG&L Capital Management
Louisiana
$364M +$25.2M +7% 211
PS
4156
Presima Securities
Quebec, Canada
$364M -$71M -16% 51
MFGP
4157
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 55
PWMG
4158
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 1,546
BA
4159
Ballast Advisors
Minnesota
$363M +$23.7M +7% 188
EWM
4160
EPG Wealth Management
Georgia
$363M +$30M +9% 329
AWC
4161
Adamsbrown Wealth Consultants
Kansas
$363M +$18.2M +5% 119
HT
4162
HAP Trading
New York
$363M +$133M +58% 576
CFS
4163
CGC Financial Services
Oregon
$363M +$66.5M +22% 350
WCM
4164
Windsor Capital Management
Arizona
$362M +$19.2M +6% 122
T
4165
TrueFG
Texas
$362M +$25.5M +8% 67
PC
4166
Packer & Co
Australia
$362M 7
EL
4167
EWA LLC
Pennsylvania
$361M +$43.6M +14% 247
RC
4168
Rovin Capital
Arizona
$361M +$31.1M +9% 201
WCA
4169
Whetstone Capital Advisors
Kansas
$361M +$7.14M +2% 63
CA
4170
CV Advisors
Florida
$361M +$35.5M +11% 54
FAM
4171
Fulcrum Asset Management
United Kingdom
$361M +$10.3M +3% 182
FP
4172
Financial Perspectives
Minnesota
$361M +$29.8M +9% 735
WKWM
4173
Walter & Keenan Wealth Management
Indiana
$361M +$16.4M +5% 160
CFA
4174
CWS Financial Advisors
Michigan
$360M +$16.6M +5% 144
FC
4175
FCA Corp
Texas
$360M +$26.1M +8% 198