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
LWM
5576
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 160
LA
5577
Lane & Associates
New Jersey
$194M +$9.88M +5% 126
EFP
5578
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 46
TCG
5579
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 495
BI
5580
Berkeley Inc
Idaho
$193M -$150M -44% 69
RF
5581
RHS Financial
California
$193M -$5.36M -3% 149
KCM
5582
KM Capital Management
Texas
$193M +$6.08M +3% 48
EECFX
5583
EnCap Energy Capital Fund X
Texas
$193M -$37.7M -16% 1
SWP
5584
Significant Wealth Partners
Illinois
$193M -$14K -0% 124
BCP
5585
Blackhawk Capital Partners
Wisconsin
$193M +$5.88M +3% 146
TS
5586
TradeWell Securities
Indiana
$193M 39
BCA
5587
Ballentine Capital Advisors
South Carolina
$193M -$6.33M -3% 29
GCM
5588
Granby Capital Management
Florida
$193M -$289K -0.1% 23
CIA
5589
Citadel Investment Advisory
Ohio
$193M +$2.76M +1% 83
CI
5590
Chartist Inc
California
$193M -$1.7M -0.9% 25
AFTS
5591
American Financial & Tax Strategies
New York
$193M -$4.09M -2% 92
CP
5592
Creekside Partners
California
$193M -$489K -0.3% 168
CCP
5593
Clarity Capital Partners
California
$193M +$23.5M +14% 140
MPW
5594
Melone Private Wealth
Michigan
$193M +$4.66M +2% 52
BA
5595
Baugh & Associates
Georgia
$193M -$1.28M -0.7% 40
PCC
5596
Perry Creek Capital
New York
$193M -$43.3M -18% 12
FIA
5597
FNY Investment Advisers
New York
$193M -$14.2M -7% 990
SGWM
5598
Sterling Group Wealth Management
California
$193M +$4.16M +2% 65
AA
5599
AJ Advisors
Tennessee
$193M -$2.29M -1% 34
I
5600
IMPACTfolio
Colorado
$193M -$1.04M -0.5% 59