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
SFPG
5001
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 176
HBS
5002
Howard Bailey Securities
Indiana
$266M +$5.29M +2% 159
AWM
5003
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
5004
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
CCAM
5005
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 33
PWAC
5006
Private Wealth Advisors (California)
California
$266M +$10.7M +4% 91
DIM
5007
DLK Investment Management
California
$265M +$863K +0.3% 101
HHGC
5008
Hunting Hill Global Capital
New York
$265M +$80.5M +43% 105
NWMG
5009
National Wealth Management Group
Ohio
$265M +$86.9M +49% 254
IB
5010
Iyo Bank
Japan
$265M +$17.6M +7% 42
SW
5011
SMART Wealth
Nebraska
$265M -$53.7M -17% 193
JPLA
5012
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 165
LVIA
5013
Lind Value II ApS
Denmark
$265M +$37.5M +16% 13
ACC
5014
Acorn Creek Capital
Colorado
$265M +$24.1M +10% 82
HIS
5015
Horizon Investment Services
Indiana
$265M +$36.6M +16% 143
SC
5016
Sawyer & Company
Massachusetts
$265M $0 0% 187
RAM
5017
Revere Asset Management
Texas
$265M 35
ECML
5018
Eagle Capital Management (Louisiana)
Louisiana
$265M +$37.1M +16% 50
RW
5019
REDW Wealth
New Mexico
$265M +$13.1M +5% 115
TBT
5020
Texas Bank & Trust
Texas
$264M +$13M +5% 187
WIA
5021
Wealthedge Investment Advisors
New York
$264M +$25M +10% 162
DA
5022
DCF Advisers
Connecticut
$264M +$56.1M +27% 99
MFC
5023
Mechanics Financial Corp
Ohio
$264M +$28.8M +12% 242
ACH
5024
Axis Capital Holdings
Bermuda
$264M +$19M +8% 2
WS
5025
Wela Strategies
Georgia
$264M +$10.3M +4% 59