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
LIA
5526
Limestone Investment Advisors
New York
$223M -$7.58M -3% 389
FGG
5527
Financial Guidance Group
Florida
$223M +$17.2M +8% 87
TRIA
5528
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 110
FS
5529
Financial Symmetry
North Carolina
$223M +$29.4M +15% 54
SHCM
5530
Silver Heights Capital Management
Ontario, Canada
$223M -$39.2M -15% 4
FL
5531
FreeGulliver LLC
Louisiana
$223M +$5.93M +3% 114
OWCM
5532
One Wealth Capital Management
Arizona
$223M +$9.88M +5% 129
CFGF
5533
Compass Financial Group (Florida)
Florida
$223M +$23.4M +12% 47
LWM
5534
Lodestone Wealth Management
Washington
$222M +$17.1M +8% 177
WAM
5535
Worth Asset Management
Texas
$222M +$19.7M +10% 204
MSS
5536
Mitchell Sinkler & Starr
Pennsylvania
$222M +$13.5M +6% 148
SNWA
5537
Siligmueller & Norvid Wealth Advisors
Illinois
$222M -$35.1M -14% 228
HWA
5538
Hillcrest Wealth Advisors
New Jersey
$222M +$9.71M +5% 54
EA
5539
Evolution Advisers
Virginia
$222M +$18.4M +9% 163
OFM
5540
Omega Fund Management
Massachusetts
$222M +$67.9M +44% 14
IRP
5541
Investment Research Partners
Pennsylvania
$222M 224
SCM
5542
Sage Capital Management
New Jersey
$222M +$14.5M +7% 164
MC
5543
Matisse Capital
Oregon
$222M +$10.6M +5% 183
LAI
5544
Legal Advantage Investments
California
$222M +$8.29M +4% 99
YP
5545
YANKCOM Partnership
South Dakota
$222M +$17.7M +9% 336
ATWA
5546
Arbor Trust Wealth Advisors
Michigan
$222M +$17.6M +9% 85
RA
5547
Ransom Advisory
Rhode Island
$222M +$9.89M +5% 329
ACG
5548
Ampersand Capital Group
California
$222M +$21M +10% 7
LFPWM
5549
Leicht Financial Planning & Wealth Management
New Jersey
$222M +$11.3M +5% 15
DCM
5550
Dudley Capital Management
Virginia
$222M +$22.2M +11% 136