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
LI
5101
LHM Inc
Utah
$269M -$33.5M -11% 25
AWMNH
5102
Arcadia Wealth Management (New Hampshire)
New Hampshire
$269M +$16.7M +7% 64
CWA
5103
Crux Wealth Advisors
California
$269M +$16.5M +7% 190
FDS
5104
First Dallas Securities
Texas
$269M +$1.81M +0.7% 119
QP
5105
Quartz Partners
New York
$269M -$7.4M -3% 193
DIM
5106
DLK Investment Management
California
$269M +$3.25M +1% 95
SSWM
5107
Strait & Sound Wealth Management
California
$269M +$8.1M +3% 154
AIP
5108
Alexis Investment Partners
Texas
$269M -$902M -77% 103
TC
5109
TAGStone Capital
North Carolina
$268M +$16.1M +6% 120
OFS
5110
OMC Financial Services
New York
$268M -$1.13M -0.4% 69
MFG
5111
Monte Financial Group
Connecticut
$268M -$3.59M -1% 95
WRTC
5112
Wind River Trust Company
Wyoming
$268M -$2.64M -1% 10
VG
5113
Visualize Group
New York
$268M -$30.9M -10% 13
ASI
5114
All-Stars Investment
Hong Kong
$268M -$59.6M -18% 4
FWP
5115
Firethorn Wealth Partners
Georgia
$267M +$13.5M +5% 198
SHA
5116
Seneca House Advisors
Virginia
$267M +$19.7M +8% 104
GCM
5117
GKV Capital Management
California
$267M +$14M +6% 90
LCM
5118
Lunt Capital Management
Utah
$267M +$5.48M +2% 107
WCM
5119
Weik Capital Management
Pennsylvania
$267M -$1.08M -0.4% 94
RSA
5120
River Street Advisors
Illinois
$267M +$8.93M +3% 175
PWM
5121
Parkshore Wealth Management
California
$266M +$21M +9% 69
CCM
5122
Colorado Capital Management
Colorado
$266M +$7.81M +3% 106
TLA
5123
Tanglewood Legacy Advisors
Texas
$266M +$7.44M +3% 284
G
5124
Gainplan
Michigan
$266M +$30.4M +13% 79
BCP
5125
Blackhawk Capital Partners
Wisconsin
$266M +$9.25M +4% 174