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
IA
4401
IFG Advisors
Missouri
$210M +$27.1M +15% 101
GTAM
4402
Global Trust Asset Management
Florida
$210M +$28.5M +16% 461
FDS
4403
Freedom Day Solutions
Texas
$210M +$21.6M +11% 121
RS
4404
Retirement Solution
Washington
$210M +$43.5M +26% 45
BFWA
4405
Benchmark Financial Wealth Advisors
Florida
$209M +$26.2M +14% 70
SCI
4406
Stableford Capital II
Arizona
$209M +$11.7M +6% 124
LFA
4407
Landmark Financial Advisors
Kentucky
$209M +$23.4M +13% 77
SLA
4408
Silver Lake Advisory
Utah
$209M +$12.5M +6% 106
JWM
4409
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 95
LWA
4410
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 299
VST
4411
Van Strum & Towne
California
$209M +$10.7M +5% 100
LFS
4412
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 65
APSP
4413
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 76
OCM
4414
Ovata Capital Management
Hong Kong
$208M +$47.5M +30% 66
WTFG
4415
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 87
RG
4416
Retirement Group
California
$208M -$12.5M -6% 815
PSC
4417
Prentiss Smith & Co
Vermont
$208M +$13M +7% 79
SCP
4418
Seafarer Capital Partners
California
$208M +$76.8M +59% 4
DCM
4419
Davidson Capital Management
Texas
$207M +$15.8M +8% 93
ATFA
4420
All Terrain Financial Advisors
Minnesota
$207M -$1.87M -0.9% 89
JSAM
4421
J. Safra Asset Management
New York
$207M -$6.68M -3% 35
FBT
4422
First Bank & Trust
South Dakota
$207M +$8.55M +4% 430
TA
4423
TFG Advisers
Michigan
$207M +$13.2M +7% 194
CPFP
4424
Clear Perspectives Financial Planning
Ohio
$207M +$34.5M +20% 216
SCM
4425
Stadium Capital Management
Connecticut
$207M -$7.07M -3% 12