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
LWA
4876
Lowe Wealth Advisors
Maryland
$235M +$2.53M +1% 378
HFRG
4877
Houlihan Financial Resource Group
Virginia
$235M -$7.24M -3% 109
BU
4878
Brown University
Rhode Island
$235M -$12.5M -5% 14
JWM
4879
Jessup Wealth Management
Ohio
$235M +$16.5M +8% 74
AA
4880
Altman Advisors
Illinois
$235M +$9.78M +4% 99
LFP
4881
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 80
KPP
4882
Kings Path Partners
Texas
$234M -$4.15M -2% 314
MVP
4883
Miller Value Partners
Florida
$234M +$57M +32% 33
PC
4884
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 87
WMA
4885
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 219
BDFN
4886
Bond & Devick Financial Network
Minnesota
$234M $0 0% 157
TLA
4887
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 306
CFGA
4888
Cambridge Financial Group (Arizona)
Arizona
$234M -$6.42M -3% 135
TCM
4889
Tyro Capital Management
Florida
$234M +$39.2M +20% 15
CH
4890
CVS Health
Rhode Island
$234M +$3.54M +2% 5
MFG
4891
Monte Financial Group
Connecticut
$234M -$7.6M -3% 87
WAOTB
4892
Wealth Advisors of Tampa Bay
Florida
$234M -$6.11M -3% 89
HIM
4893
HGC Investment Management
Ontario, Canada
$234M -$9.27M -4% 113
TDWM
4894
Topel & Distasi Wealth Management
California
$233M -$7.74M -3% 78
ECA
4895
Elevation Capital Advisory
Oregon
$233M +$6.87M +3% 80
CWM
4896
Capital Wealth Management
Rhode Island
$233M -$80.6K -0% 44
NCM
4897
Northwest Capital Management
Oregon
$233M -$44.2M -16% 469
MFC
4898
Morris Financial Concepts
South Carolina
$233M +$388K +0.2% 197
LFA
4899
LifeGuide Financial Advisors
Pennsylvania
$233M -$1.3M -0.6% 43
SIC
4900
Samalin Investment Counsel
New York
$233M +$3.22M +1% 321