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
LFGH
4526
Lee Financial Group Hawaii
Hawaii
$87.2M -$39.5M -31% 31
PSF
4527
Pacific Sun Financial
California
$87.1M -$26.3M -23% 144
SCM
4528
Spreng Capital Management
Ohio
$87M -$20.7M -19% 83
AFM
4529
Anson Funds Management
Texas
$87M +$16.7M +24% 124
TP
4530
Tranquility Partners
Tennessee
$86.9M -$23.9M -22% 173
LF
4531
LifeSteps Financial
California
$86.9M -$19.1M -18% 95
SG
4532
Somerset Group
Minnesota
$86.9M -$28M -24% 70
BCM
4533
Birch Capital Management
Texas
$86.9M -$15.2M -15% 92
CWM
4534
Chronos Wealth Management
Florida
$86.7M -$15.1M -15% 45
MA
4535
Mangham Associates
Virginia
$86.7M -$30.3M -26% 5
MWM
4536
MorganRosel Wealth Management
Colorado
$86.6M -$45.1M -34% 81
CM
4537
CoreCommodity Management
Connecticut
$86.6M -$92.7M -52% 184
CWA
4538
Carolina Wealth Advisors
South Carolina
$86.5M -$19.1M -18% 220
RHP
4539
Royal Harbor Partners
Texas
$86.4M -$17.6M -17% 87
BCM
4540
Brooktree Capital Management
Michigan
$86.3M -$22.7M -21% 117
MAWCM
4541
Mine & Arao Wealth Creation & Management
California
$86.2M -$20.4M -19% 254
DG
4542
DigitalBridge Group
Florida
$86.1M -$23.6M -22% 46
MWA
4543
Moser Wealth Advisors
Washington
$86.1M -$18.1M -17% 143
GU
4544
Georgetown University
District of Columbia
$86.1M +$16.2M +23% 10
WPEP
4545
Walnut Private Equity Partners
Nebraska
$85.9M -$60.1M -41% 23
SCM
4546
Soleus Capital Management
Connecticut
$85.9M -$17.7M -17% 67
PP
4547
Professional Planning
California
$85.8M -$29.6M -26% 39
ICM
4548
Ionic Capital Management
New York
$85.8M -$22.3M -21% 191
CS
4549
Capital Square
Tennessee
$85.8M -$19.1M -18% 315
AMAL
4550
Asset Management Advisors LLC
Oklahoma
$85.7M -$41.6M -33% 22