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
XSC
4976
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 173
ACH
4977
Axis Capital Holdings
Bermuda
$228M +$12M +6% 3
PKC
4978
Palmer Knight Company
Florida
$228M +$18.4M +9% 36
WMA
4979
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 223
LFP
4980
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 77
LK
4981
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 82
TF
4982
Theory Financial
Colorado
$227M +$15.3M +7% 71
IGYL
4983
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3
WI
4984
WJ Interests
Texas
$227M +$26M +13% 21
AWMT
4985
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 78
ECA
4986
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 75
FSI
4987
Flow State Investments
Illinois
$226M -$89.6M -28% 226
IWN
4988
Independent Wealth Network
Iowa
$226M +$11.4M +5% 235
GCM
4989
Gator Capital Management
Florida
$226M +$29M +15% 64
AFA
4990
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 48
BWG
4991
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 68
BTWM
4992
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 294
HIM
4993
Harbour Investment Management
Washington
$226M +$9.28M +4% 91
EF
4994
Exeter Financial
Arizona
$226M +$16.1M +8% 93
AWM
4995
Act Wealth Management
Texas
$226M +$22.3M +11% 50
WF
4996
Warner Financial
Maryland
$226M +$20.5M +10% 115
SI
4997
SimpliFi Inc
California
$226M +$9M +4% 42
CCAM
4998
Codex Capital Asset Management
Texas
$225M +$7.02M +3% 38
BP
4999
BWM Planning
Texas
$225M 76
SF
5000
Slagle Financial
Illinois
$225M +$30.3M +16% 116