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
LAI
5326
Legal Advantage Investments
California
$150M +$13.8M +10% 98
IAG
5327
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 109
NVCHI
5328
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 91
UAM
5329
Unison Asset Management
Florida
$150M +$17.9M +14% 34
SGL
5330
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 26
LB
5331
Legacy Bridge
Iowa
$150M +$6.47M +5% 298
ACM
5332
Adalta Capital Management
New York
$150M +$6.63M +5% 90
PSF
5333
Pacific Sun Financial
California
$150M 174
HAFS
5334
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 33
SWP
5335
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 76
IIA
5336
Integral Investment Advisors
California
$149M +$9.68M +7% 83
GA
5337
Gagnon Advisors
New York
$149M +$470K +0.3% 29
JPLA
5338
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 121
WMWM
5339
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 74
CWMU
5340
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 66
GL
5341
GHE LLC
Tennessee
$149M +$22.3M +18% 55
PC
5342
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 79
QS
5343
Quantitative Strategies
California
$149M 20
EA
5344
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 158
NRW
5345
Nova R Wealth
Kansas
$149M +$1.07M +0.7% 75
FF
5346
Friedenthal Financial
New Jersey
$149M +$6.93M +5% 147
WB
5347
West Bancorporation
Iowa
$149M +$17.6M +13% 99
XSC
5348
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 166
CCIA
5349
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 99
DCM
5350
Dudley Capital Management
Virginia
$149M +$6.35M +4% 115