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
LWAM
4226
Legacy Wealth Asset Management
Minnesota
$219M -$6.58M -3% 309
MLFP
4227
MPS Loria Financial Planners
Illinois
$218M +$1.43M +0.7% 83
LA
4228
LFL Advisers
Illinois
$218M +$4.16M +2% 11
AFG
4229
Allegheny Financial Group
Pennsylvania
$218M -$2.85M -1% 157
IA
4230
IFG Advisors
Missouri
$218M +$8.18M +4% 104
GCA
4231
Gradient Capital Advisors
California
$218M +$4.68M +2% 122
SEP
4232
Southland Equity Partners
Missouri
$218M +$5.93M +3% 172
PAM
4233
Pegasus Asset Management
New York
$218M +$3.41M +2% 76
CW
4234
Cabot-Wellington
Massachusetts
$218M -$2.9M -1% 17
MWA
4235
MFA Wealth Advisors
Pennsylvania
$218M -$3.64M -2% 67
PA
4236
PSI Advisors
Florida
$218M +$27.9M +15% 733
APW
4237
Acima Private Wealth
Virginia
$218M -$283K -0.1% 239
HW
4238
Hamilton Wealth
California
$218M +$3.21M +1% 51
RG
4239
Retirement Group
California
$217M +$9.66M +5% 733
ATFA
4240
All Terrain Financial Advisors
Minnesota
$217M +$10.1M +5% 88
CWM
4241
Curi Wealth Management
North Carolina
$217M +$18M +9% 93
WCM
4242
Whitener Capital Management
North Carolina
$217M -$33.8M -13% 141
RS
4243
Retirement Solution
Washington
$217M +$7.66M +4% 48
BCP
4244
Berkeley Capital Partners
Georgia
$217M -$7.37M -3% 144
VC
4245
Vision Capital
Ontario, Canada
$217M +$49.7M +30% 18
GDWAM
4246
Gold Dragon Worldwide Asset Management
Hong Kong
$217M -$139M -39% 5
LPWM
4247
Lake Point Wealth Management
Texas
$217M +$2.53M +1% 476
EP
4248
EPIQ Partners
Minnesota
$217M +$17.3M +9% 99
RA
4249
Riverstone Advisors
Texas
$217M +$5.42M +3% 41
BW
4250
Bison Wealth
Georgia
$217M -$12.2M -5% 473