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
SLA
4401
Silver Lake Advisory
Utah
$209M +$12.5M +6% 106
JWM
4402
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 95
LWA
4403
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 299
VST
4404
Van Strum & Towne
California
$209M +$10.7M +5% 100
LFS
4405
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 65
APSP
4406
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 76
OCM
4407
Ovata Capital Management
Hong Kong
$208M +$47.5M +30% 66
WTFG
4408
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 87
RG
4409
Retirement Group
California
$208M -$12.5M -6% 815
PSC
4410
Prentiss Smith & Co
Vermont
$208M +$13M +7% 79
SCP
4411
Seafarer Capital Partners
California
$208M +$76.8M +59% 4
DCM
4412
Davidson Capital Management
Texas
$207M +$15.8M +8% 93
ATFA
4413
All Terrain Financial Advisors
Minnesota
$207M -$1.87M -0.9% 89
JSAM
4414
J. Safra Asset Management
New York
$207M -$6.68M -3% 35
FBT
4415
First Bank & Trust
South Dakota
$207M +$8.55M +4% 430
TA
4416
TFG Advisers
Michigan
$207M +$13.2M +7% 194
CPFP
4417
Clear Perspectives Financial Planning
Ohio
$207M +$34.5M +20% 216
SCM
4418
Stadium Capital Management
Connecticut
$207M -$7.07M -3% 12
RCA
4419
Rex Capital Advisors
Rhode Island
$207M +$66.7M +47% 22
CHM
4420
Collaborative Holdings Management
New York
$207M +$25.8M +14% 25
OFG
4421
Omega Financial Group
California
$207M +$10.4M +5% 63
PWM
4422
Paulson Wealth Management
Illinois
$207M +$5.42M +3% 90
LFM
4423
Lumina Fund Management
New York
$207M +$18.8M +10% 44
CA
4424
Crumly & Associates
Illinois
$206M +$35.3M +21% 103
GA
4425
Greytown Advisors
Florida
$206M +$23.6M +13% 110