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
LWP
4976
Laurel Wealth Planning
Minnesota
$142M -$6.04M -4% 293
APIM
4977
Agate Pass Investment Management
Washington
$142M -$18.2M -11% 97
WB
4978
West Bancorporation
Iowa
$142M -$19.2M -12% 331
CWA
4979
Clarus Wealth Advisors
Arizona
$142M -$18.7M -12% 124
TWM
4980
Triton Wealth Management
Arizona
$142M -$50.9M -26% 99
GB
4981
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 69
SIC
4982
Samalin Investment Counsel
New York
$142M -$23.1M -14% 258
JPLA
4983
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 529
AWM
4984
Activest Wealth Management
Florida
$142M -$13.9M -9% 409
WC
4985
Westhampton Capital
North Carolina
$142M -$13.7M -9% 120
MMFA
4986
Main Management Fund Advisors
California
$141M -$13.1M -8% 11
ACM
4987
Ayrshire Capital Management
Connecticut
$141M -$28.2M -17% 54
MWM
4988
McNaughton Wealth Management
California
$141M -$12.3M -8% 54
BGI
4989
BlueDrive Global Investors
United Kingdom
$141M -$84.8M -38% 11
CPW
4990
Catalyst Private Wealth
California
$141M -$58.7M -29% 83
JIM
4991
JCP Investment Management
Texas
$141M +$462K +0.3% 19
SOAG
4992
Silver Oak Advisory Group
Oregon
$141M -$12.1M -8% 58
BMC
4993
Beaton Management Company
Massachusetts
$141M -$21M -13% 145
MAG
4994
Members Advisory Group
New York
$141M -$14.1M -9% 21
HSG
4995
Helen Stephens Group
Texas
$141M -$4.07M -3% 66
CPP
4996
Capasso Planning Partners
South Carolina
$141M -$764K -0.5% 103
AIM
4997
Aquila Investment Management
New York
$141M -$35.6M -20% 106
TWM
4998
TriaGen Wealth Management
California
$141M -$52M -27% 203
PE
4999
Platinum Equity
California
$141M -$26.5M -16% 7
VFA
5000
Values First Advisors
Tennessee
$141M -$17.6M -11% 179