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
LWA
4276
LWS Wealth Advisors
New Jersey
$235M -$9.75M -4% 61
LGA
4277
Lebenthal Global Advisors
New York
$235M -$12.6M -5% 177
LFS
4278
Legacy Financial Strategies
Kansas
$235M +$3.23M +1% 68
SEEDPG
4279
S.E.E.D. Planning Group
New York
$235M +$4.07M +2% 102
QI
4280
Qualcomm Inc
California
$234M -$293M -56% 13
RFWA
4281
RPg Family Wealth Advisory
Massachusetts
$234M -$18.6M -7% 361
PCM
4282
Pennsylvania Capital Management
Pennsylvania
$234M -$57.9M -20% 114
UWM
4283
USAdvisors Wealth Management
Minnesota
$234M -$11.3M -5% 149
ACM
4284
Axar Capital Management
New York
$234M +$29.7M +14% 3
DFA
4285
Delta Financial Advisors
Louisiana
$234M -$11.1M -5% 122
LC
4286
Lavaca Capital
Texas
$234M +$7.75M +3% 147
EAM
4287
Exos Asset Management
New York
$234M +$39.2M +20% 412
KIC
4288
Keating Investment Counselors
Florida
$233M +$7.46M +3% 63
FDS
4289
Freedom Day Solutions
Texas
$233M -$14.8M -6% 128
BO
4290
Bank OZK
Arkansas
$233M -$12M -5% 131
SI
4291
SCP Investment
California
$233M -$61.3M -21% 34
SCM
4292
Stormborn Capital Management
Connecticut
$233M -$37.1M -14% 42
WFA
4293
Wade Financial Advisory
California
$233M +$40.8M +21% 83
SAM
4294
Security Asset Management
New York
$233M -$24.5M -10% 88
GCM
4295
G2 Capital Management
Ohio
$233M -$35.6M -13% 97
LCWP
4296
Legacy Capital Wealth Partners
Arkansas
$233M -$9.5M -4% 63
SFC
4297
SYM Financial Corp
Indiana
$233M -$24.4M -10% 120
EP
4298
Equius Partners
California
$232M -$5.29M -2% 21
GWANC
4299
Guardian Wealth Advisors (North Carolina)
North Carolina
$232M -$759K -0.3% 289
CIEP
4300
Constellation Investimentos e Participacoes
Brazil
$232M -$35.8M -13% 10