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
LFP
4951
Leeward Financial Partners
Washington
$174M +$10.7M +7% 86
CW
4952
Channel Wealth
California
$174M +$18.6M +12% 214
VCG
4953
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 237
TF
4954
Theory Financial
Colorado
$174M +$7M +4% 64
BSI
4955
Bennett Selby Investments
Maine
$174M +$21M +14% 55
IIM
4956
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 170
SG
4957
Sharper & Granite
California
$174M +$6.94M +4% 100
ARIS
4958
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 34
RIM
4959
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 65
KFA
4960
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 119
RPCONE
4961
Retirement Planning Company of New England
Rhode Island
$173M +$9.08M +6% 230
E
4962
EnerVest
Texas
$173M -$8.13M -4% 1
VWM
4963
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 106
GCM
4964
Gallacher Capital Management
Colorado
$173M +$6.47M +4% 288
CI
4965
Ceera Investments
Texas
$173M +$16.5M +10% 80
BWG
4966
Beta Wealth Group
California
$173M -$1.75M -1% 107
IP
4967
Isomer Partners
New York
$173M -$1.73M -1% 16
TLA
4968
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 287
CNBT
4969
Cornerstone National Bank & Trust
Illinois
$173M -$10.6M -6% 57
IRAG
4970
Investment Research & Advisory Group
Georgia
$173M +$16.9M +11% 226
AIA
4971
Affinity Investment Advisors
California
$173M -$14.3M -8% 212
HSWM
4972
Hubbell Strickland Wealth Management
Louisiana
$173M +$7.94M +5% 71
MGM
4973
Miura Global Management
New York
$173M +$649K +0.4% 27
RGF
4974
Retirement Guys Formula
Ohio
$173M +$33M +24% 128
BC
4975
Barrett & Company
Rhode Island
$172M +$14.6M +9% 621