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
LIG
5201
Lokken Investment Group
Delaware
$177M +$24.3M +16% 148
IFO
5202
Independent Family Office
New York
$177M +$16.7M +10% 75
RTL
5203
Red Tortoise LLC
Georgia
$177M +$27.5M +18% 607
DWM
5204
Denver Wealth Management
Colorado
$177M +$22.1M +14% 78
WAM
5205
Waterfall Asset Management
New York
$177M 7
E
5206
EnerVest
Texas
$177M -$13.4M -7% 1
RFS
5207
Retirement Financial Solutions
Tennessee
$177M +$28.2M +19% 47
NLP
5208
Next Level Private
New York
$176M +$25.7M +17% 111
CHA
5209
Cooper/Haims Advisors
New York
$176M +$47.9M +37% 86
AWMT
5210
AAFMAA Wealth Management & Trust
North Carolina
$176M +$68.7M +64% 61
USB
5211
Union Savings Bank
Connecticut
$176M +$15.9M +10% 312
AGM
5212
Aragon Global Management
Florida
$176M 15
WSWA
5213
Warren Street Wealth Advisors
California
$176M +$25M +17% 90
PWG
5214
Private Wealth Group
Florida
$176M +$23.6M +15% 56
IF
5215
IRON Financial
Illinois
$176M +$3.93M +2% 103
PCMK
5216
Paragon Capital Management (Kansas)
Kansas
$176M +$6.12M +4% 58
MPPW
5217
Mitchell & Pahl Private Wealth
Oklahoma
$176M +$7.75M +5% 151
GXJ
5218
Global X Japan
Japan
$176M 256
BP
5219
BCK Partners
New York
$176M +$15.8M +10% 28
FMI
5220
F/M Investments
District of Columbia
$176M +$42M +31% 99
DWMG
5221
DB Wealth Management Group
California
$176M +$17.6M +11% 387
LA
5222
Lindenwold Advisors
Pennsylvania
$176M +$15.4M +10% 122
1CM
5223
1492 Capital Management
Wisconsin
$176M +$20.7M +13% 116
NEPPG
5224
New England Professional Planning Group
Rhode Island
$176M +$14.5M +9% 45
MSWM
5225
Mader & Shannon Wealth Management
Missouri
$176M +$23.7M +16% 12