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
LW
4626
Libra Wealth
California
$257M +$6.89M +3% 57
RFG
4627
RFP Financial Group
Georgia
$257M -$49.8M -16% 124
BMC
4628
Bear Mountain Capital
Washington
$257M +$3.63M +1% 191
UCB
4629
United Community Bank
South Carolina
$257M +$758K +0.3% 421
LCM
4630
Lunt Capital Management
Utah
$257M +$43M +20% 97
ATFA
4631
All Terrain Financial Advisors
Minnesota
$257M -$4.31M -2% 88
DFA
4632
DHJJ Financial Advisors
Illinois
$257M +$4.04M +2% 910
LA
4633
LFL Advisers
Illinois
$257M -$22.2M -8% 10
EFM
4634
Eley Financial Management
Vermont
$257M +$8.2M +3% 69
CCC
4635
Compass Capital Corp
Massachusetts
$257M 201
WPWM
4636
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 48
SAS
4637
Stelac Advisory Services
New York
$256M +$9.7M +4% 114
WPW
4638
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 120
MIM
4639
Moseley Investment Management
Florida
$256M +$5.57M +2% 159
SC
4640
Schiavi & Co
Delaware
$256M -$19.4M -7% 40
FBT
4641
First Bankers Trust
Kentucky
$256M -$4.03M -2% 134
CWM
4642
Core Wealth Management
Florida
$256M +$9.39M +4% 30
RWA
4643
Rooted Wealth Advisors
Illinois
$256M +$31.6M +14% 100
CIA
4644
Cape Investment Advisory
Georgia
$256M +$9.04M +4% 1,173
TH
4645
Team Hewins
California
$256M -$5.73M -2% 41
SAM
4646
Socorro Asset Management
Texas
$256M -$7.71M -3% 34
RFMS
4647
RWQ Financial Management Services
Florida
$256M -$33M -11% 28
OFA
4648
Oak Family Advisors
Illinois
$256M -$21.2M -8% 140
CCM
4649
Campbell Capital Management
Florida
$255M +$3.17M +1% 99
UIA
4650
UG Investment Advisers
Taiwan
$255M -$10.7M -4% 11