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
AWA
4801
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 241
LCC
4802
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 99
LFP
4803
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 85
1CM
4804
14B Capital Management
California
$240M +$10.3M +4% 12
TPW
4805
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 60
SIMC
4806
Squire Investment Management Company
Utah
$240M +$12.7M +6% 70
WWM
4807
Waterway Wealth Management
Texas
$240M +$12.6M +6% 89
SW
4808
StrongBox Wealth
Missouri
$240M +$3.68M +2% 95
PCM
4809
Presidio Capital Management
California
$240M +$53M +28% 81
MDCM
4810
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.75M -4% 114
HIA
4811
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 69
BAMG
4812
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 94
WIM
4813
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 17
GWP
4814
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 678
SIM
4815
Synergy Investment Management
Florida
$239M +$6.94M +3% 678
CWA
4816
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 81
JAM
4817
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 165
IRAG
4818
Investment Research & Advisory Group
Georgia
$239M -$1.64M -0.7% 257
FDS
4819
First Dallas Securities
Texas
$239M -$6.06M -2% 122
MAG
4820
Members Advisory Group
New York
$239M -$4.54M -2% 36
HCM
4821
Horrell Capital Management
Arkansas
$239M -$103M -30% 214
PWS
4822
Peloton Wealth Strategists
Indiana
$239M -$8.72M -4% 99
ATIA
4823
American Trust Investment Advisors
New Hampshire
$239M -$4.81M -2% 115
FSCM
4824
First Sabrepoint Capital Management
Texas
$239M -$28M -10% 58
OFW
4825
Omnia Family Wealth
Florida
$239M -$2.88M -1% 93