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
BWM
4851
BCGM Wealth Management
Indiana
$169M +$22.4M +15% 100
CSA
4852
Cottage Street Advisors
Massachusetts
$168M +$16.1M +11% 100
LFWA
4853
LBJ Family Wealth Advisors
Texas
$168M +$9.44M +6% 22
CCC
4854
Cincinnati Casualty Company
Ohio
$168M +$9.14M +6% 27
V
4855
VeraBank
Texas
$168M +$14.2M +9% 120
GPFA
4856
Game Plan Financial Advisors
Ohio
$168M +$12.9M +8% 110
HGWM
4857
Harvest Group Wealth Management
Massachusetts
$168M +$8.51M +5% 69
WSL
4858
Western Standard LLC
California
$168M +$28.1M +20% 41
HFP
4859
Holistic Financial Partners
Indiana
$168M +$16M +11% 134
VC
4860
Vision Capital
Ontario, Canada
$167M -$131M -44% 21
KCM
4861
Kingstown Capital Management
New York
$167M -$123M -42% 155
JPLA
4862
Joseph P. Lucia & Associates
New York
$167M -$56.8M -25% 647
WCAMG
4863
Woodard & Company Asset Management Group
North Carolina
$167M +$10.1M +6% 110
LP
4864
LGL Partners
Pennsylvania
$167M -$7.3M -4% 98
BC
4865
Birchview Capital
Vermont
$167M -$1.27M -0.8% 63
PM
4866
Penbrook Management
New York
$167M +$27.9M +20% 107
FF
4867
Friedenthal Financial
New Jersey
$167M +$31M +23% 75
OFA
4868
Oak Family Advisors
Illinois
$167M +$20.8M +14% 99
CFC
4869
Coyle Financial Counsel
Illinois
$167M +$22.3M +15% 61
BWP
4870
Bernardo Wealth Planning
Pennsylvania
$167M +$9.4M +6% 84
CCM
4871
Courage Capital Management
Tennessee
$167M +$29.7M +22% 50
LL
4872
LPWM LLC
Minnesota
$167M +$17.8M +12% 63
FC
4873
Fusion Capital
South Carolina
$166M +$12.7M +8% 78
HSWM
4874
Hubbell Strickland Wealth Management
Louisiana
$166M +$10.7M +7% 69
RCA
4875
Ranch Capital Advisors
Florida
$166M +$14.9M +10% 969