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
5651
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 108
HWMT
5652
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 40
LPCM
5653
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 18
PC
5654
Powers Capital
California
$201M +$16.9M +9% 2
RFP
5655
RCS Financial Planning
Maryland
$201M +$11.6M +6% 85
ACG
5656
Ampersand Capital Group
California
$201M +$56.1M +39% 7
MFG
5657
Marmo Financial Group
Tennessee
$201M +$18M +10% 30
RC
5658
Riposte Capital
New York
$201M +$43.9M +28% 37
DSN
5659
D. Scott Neal
Kentucky
$201M +$20.3M +11% 57
KFP
5660
Keener Financial Planning
Texas
$201M +$46.7M +30% 222
KFA
5661
Kapstone Financial Advisors
Ohio
$201M +$23.8M +13% 126
BA
5662
Bluesphere Advisors
Pennsylvania
$201M +$25.8M +15% 96
BAM
5663
Bullseye Asset Management
Colorado
$201M +$15.5M +8% 68
DLHL
5664
Donald L. Hagan LLC
Florida
$200M +$8.71M +5% 98
SVWG
5665
Shared Vision Wealth Group
United States
$200M +$17.1M +9% 86
JHA
5666
Jackson Hill Advisors
Texas
$200M +$17.4M +10% 13
OCP
5667
Oakcliff Capital Partners
New York
$200M +$10.3M +5% 10
BFF
5668
Byrne Financial Freedom
Massachusetts
$200M +$24M +14% 104
ACA
5669
American Capital Advisory
Idaho
$200M +$14.5M +8% 1,015
FC
5670
Family CFO
California
$200M +$17.4M +10% 91
EC
5671
EntryPoint Capital
New York
$200M -$19M -9% 864
WCM
5672
WestBridge Capital Management
Mauritius
$199M +$17.2M +9% 1
CFGF
5673
Compass Financial Group (Florida)
Florida
$199M +$4.75M +2% 40
DCM
5674
Dudley Capital Management
Virginia
$199M +$11.7M +6% 131
ACM
5675
Adalta Capital Management
New York
$199M +$11.5M +6% 105