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
$116M +$29.1M +33% 45
BFA
4527
Brendel Financial Advisors
New Hampshire
$116M +$31.2M +37% 92
1CM
4528
1492 Capital Management
Wisconsin
$116M +$36.4M +46% 97
LAM
4529
LifePro Asset Management
California
$116M 26
PLU
4530
Performa Ltd (US)
South Carolina
$116M +$18.6M +19% 7
CIM
4531
Courant Investment Management
Tennessee
$116M +$7.1M +7% 13
TWM
4532
TLW Wealth Management
Florida
$116M +$24.5M +27% 20
HFP
4533
Holistic Financial Partners
Indiana
$116M +$19.4M +20% 110
LIM
4534
Loudon Investment Management
New Hampshire
$116M +$20.3M +21% 85
GWM
4535
Gray Wealth Management
Maine
$116M +$24.7M +27% 93
WFA
4536
Wade Financial Advisory
California
$116M +$15.5M +15% 69
JF
4537
JSF Financial
California
$116M +$17M +17% 68
HWA
4538
Hillcrest Wealth Advisors
New Jersey
$116M +$15.2M +15% 45
OKSA
4539
O'Keefe Stevens Advisory
New York
$115M 36
AIA
4540
Armor Investment Advisors
North Carolina
$115M +$17.5M +18% 145
CI
4541
Cordant Inc
Oregon
$115M +$17.8M +18% 59
BHBT
4542
Burke & Herbert Bank & Trust
Virginia
$115M +$16.5M +17% 128
BPM
4543
Bronson Point Management
Connecticut
$115M +$57.8M +101% 43
WPEP
4544
Walnut Private Equity Partners
Nebraska
$115M +$29.2M +34% 22
DLHL
4545
Donald L. Hagan LLC
Florida
$115M +$3.58M +3% 89
MCM
4546
MKP Capital Management
New York
$115M 41
GFPC
4547
Global Financial Private Client
Florida
$115M +$20.5M +22% 563
CCM
4548
Colorado Capital Management
Colorado
$115M +$7.03M +7% 76
WC
4549
Westhampton Capital
North Carolina
$115M +$18.5M +19% 107
PBC
4550
Pavion Blue Capital
California
$115M +$18.3M +19% 81