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
SI
4451
SimpliFi Inc
California
$229M +$6.26M +3% 33
LPWM
4452
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 507
GAAM
4453
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 95
KFO
4454
Kopp Family Office
Minnesota
$229M -$23.2M -9% 14
VAG
4455
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 111
SPG
4456
Snow Phipps Group
New York
$229M +$100M +78% 2
GCA
4457
GSI Capital Advisors
California
$229M +$28.1M +14% 40
CC
4458
Caspian Capital
New York
$228M 26
NSB
4459
Norway Savings Bank
Maine
$228M +$15.7M +7% 329
CNBT
4460
Cornerstone National Bank & Trust
Illinois
$228M +$1.44M +0.6% 66
AGA
4461
Accuvest Global Advisors
Utah
$228M +$16.2M +8% 134
CA
4462
Centerpoint Advisors
Massachusetts
$228M +$18.1M +9% 483
DLG
4463
Daniel L. Goodwin
$228M +$12.2M +6% 121
PTP
4464
Platform Technology Partners
New York
$228M +$7.06M +3% 256
LWA
4465
Lowe Wealth Advisors
Maryland
$227M +$16.4M +8% 323
RA
4466
Riverstone Advisors
Texas
$227M +$10.5M +5% 45
FBT
4467
First Bankers Trust
Kentucky
$227M +$28.1M +14% 117
AC
4468
Annandale Capital
Texas
$227M +$60.8M +37% 113
ACM
4469
Avalon Capital Management
California
$227M +$48.6M +27% 68
T
4470
TrueFG
Texas
$227M +$6.07M +3% 39
KWP
4471
Keystone Wealth Partners
Arizona
$227M +$45.1M +25% 37
GCP
4472
Gill Capital Partners
Colorado
$226M +$5.81M +3% 127
RBFC
4473
Roman Butler Fullerton & Co
Missouri
$226M +$12.1M +6% 192
CCA
4474
Cadent Capital Advisors
Oklahoma
$226M +$1.55M +0.7% 135
AIP
4475
Ahrens Investment Partners
Louisiana
$226M +$16.8M +8% 1,065