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
SFS
4901
Solitude Financial Services
Virginia
$234M +$19.1M +9% 36
PWM
4902
Power Wealth Management
Georgia
$234M +$24.9M +12% 104
HIS
4903
Horizon Investment Services
Indiana
$234M +$21.9M +10% 137
SFG
4904
Sterling Financial Group
California
$234M +$13.7M +6% 67
LCM
4905
Leisure Capital Management
California
$234M +$19.4M +9% 148
BDFN
4906
Bond & Devick Financial Network
Minnesota
$234M +$47.4M +25% 160
AWG
4907
Altus Wealth Group
Colorado
$234M +$34.2M +17% 146
LCM
4908
Lazari Capital Management
California
$234M +$12M +5% 163
ICM
4909
Indaba Capital Management
California
$234M +$78.8M +51% 10
IFPG
4910
Intrepid Financial Planning Group
Indiana
$234M +$439K +0.2% 135
AFG
4911
American Financial Group
Ohio
$233M +$509K +0.2% 68
SW
4912
StrongBox Wealth
Missouri
$233M +$21.6M +10% 94
CWM
4913
Capital Wealth Management
Rhode Island
$233M +$15M +7% 42
OFW
4914
Omnia Family Wealth
Florida
$233M -$2.89M -1% 89
BKA
4915
Brick & Kyle Associates
Pennsylvania
$233M -$8.93M -4% 62
UOMF
4916
University of Massachusetts Foundation
Massachusetts
$233M -$5.76M -2% 4
FC
4917
Fusion Capital
South Carolina
$233M +$13.9M +6% 77
LVIA
4918
Lind Value II ApS
Denmark
$233M -$17.8M -7% 5
MW
4919
Marks Wealth
Maryland
$233M +$6.4M +3% 29
EWP
4920
Elevation Wealth Partners
California
$233M +$21.8M +10% 547
WWM
4921
Waterway Wealth Management
Texas
$233M +$29M +14% 74
MFC
4922
Morris Financial Concepts
South Carolina
$233M +$23.9M +11% 193
BBWP
4923
Beacon Bridge Wealth Partners
Pennsylvania
$233M +$14.8M +7% 99
AWA
4924
Acorn Wealth Advisors
Michigan
$233M +$30.4M +15% 231
BCA
4925
Bernzott Capital Advisors
California
$232M +$15.3M +7% 38