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
LCM
4751
Leisure Capital Management
California
$292M +$26.7M +10% 147
SA
4752
SoundView Advisors
Washington
$292M +$20.4M +8% 42
VU
4753
Valence8 US
Massachusetts
$292M +$54.1M +23% 14
TJHA
4754
Thomas J. Herzfeld Advisors
Florida
$292M +$11.3M +4% 121
BC
4755
Barrett & Company
Rhode Island
$292M +$25M +9% 659
SFS
4756
Shaker Financial Services
Virginia
$292M +$15.8M +6% 173
LIG
4757
Lokken Investment Group
Delaware
$291M +$31.6M +12% 152
ROC
4758
Robertson Opportunity Capital
Texas
$291M +$21.6M +8% 28
SCI
4759
Silver Coast Investments
United States
$291M +$15.9M +6% 116
TAFW
4760
Tred Avon Family Wealth
Maryland
$291M 237
AW
4761
Alteri Wealth
California
$291M +$33.2M +13% 290
EP
4762
Essential Planning
New Hampshire
$290M +$21.9M +8% 85
BFA
4763
Buttonwood Financial Advisors
Maryland
$290M +$41.3M +17% 103
VW
4764
Veridan Wealth
Oregon
$290M 79
HAM
4765
Harmony Asset Management
Arizona
$290M +$23.2M +9% 180
SA
4766
Skyline Advisors
Washington
$290M +$19.5M +7% 102
BFS
4767
Burkett Financial Services
South Carolina
$290M +$12.4M +4% 247
SC
4768
Stephens Consulting
Michigan
$290M -$129M -31% 1,223
UWM
4769
USAdvisors Wealth Management
Minnesota
$290M +$20.9M +8% 143
SIC
4770
Samalin Investment Counsel
New York
$290M +$29.5M +11% 336
WPWM
4771
Windward Private Wealth Management
Kansas
$290M +$12.5M +5% 44
RWM
4772
RBA Wealth Management
California
$290M +$21.4M +8% 97
YCG
4773
Yeomans Consulting Group
Georgia
$290M +$47.7M +20% 128
RWM
4774
Revisor Wealth Management
Ohio
$290M +$12.4M +4% 291
WSIB
4775
Washington State Investment Board
Washington
$290M +$33.2M +13% 2