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
LWMI
5051
Landmark Wealth Management (Illinois)
Illinois
$265M +$335K +0.1% 42
TP
5052
Tranquility Partners
Tennessee
$265M -$12.5M -5% 239
VW
5053
Veridan Wealth
Oregon
$265M -$32.6M -11% 80
BIA
5054
Beacon Investment Advisors
Maryland
$265M +$15.6M +6% 175
NI
5055
NYL Investors
New York
$265M -$29.7M -10% 32
RCS
5056
Retirement Capital Strategies
California
$265M -$5.08M -2% 73
FH
5057
FWG Holdings
Florida
$265M +$1.11M +0.4% 143
IA
5058
IMZ Advisory
Florida
$264M -$8.71M -3% 40
FI
5059
FIDELIS iM
Oregon
$264M +$6.7M +3% 27
SC
5060
Saiph Capital
New Jersey
$264M -$14.1M -5% 79
SST
5061
S Squared Technology
New York
$264M +$5.96M +2% 37
BFA
5062
Brown Financial Advisors
Ohio
$264M -$9.21M -3% 214
SAM
5063
Silphium Asset Management
United Kingdom
$264M +$28.1M +12% 56
FDW
5064
Fourth Dimension Wealth
Ohio
$264M -$10.3M -4% 634
ZIG
5065
Zullo Investment Group
Pennsylvania
$264M -$9.86M -4% 166
WOCP
5066
White Oak Capital Partners
Singapore
$264M +$940K +0.4% 20
CI
5067
Cherokee Insurance
Michigan
$263M +$16.8M +7% 123
SWMG
5068
Signature Wealth Management Group
Georgia
$263M +$18.1M +7% 135
MFP
5069
Meridian Financial Partners
Virginia
$263M +$10.3M +4% 125
L
5070
Laurore
$263M -$173M -40% 1
APU
5071
Acasta Partners UK
$263M -$18.1M -6% 23
DEA
5072
DoubleLine ETF Adviser
Florida
$263M -$70.6M -21% 216
TWA
5073
Trellis Wealth Advisors
California
$263M +$7.07M +3% 52
LCGC
5074
Legacy Capital Group California
California
$263M -$150M -36% 375
KA
5075
Kerrisdale Advisers
Florida
$263M +$50.4M +24% 123