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
SIA
5651
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 93
AFT
5652
Alpha Family Trust
California
$202M +$30.6M +18% 199
AFO
5653
Allie Family Office
Florida
$202M +$19.6M +11% 108
WWC
5654
Waypoint Wealth Counsel
Georgia
$202M +$42.5M +27% 198
CCC
5655
Chelsea Counsel Company
California
$202M +$17.7M +10% 210
AIM
5656
Alhambra Investment Management
Florida
$202M +$7.61M +4% 183
AIA
5657
Alternative Investment Advisors
Florida
$201M +$12.3M +6% 61
5SA
5658
5th Street Advisors
Connecticut
$201M -$6.01M -3% 48
LIA
5659
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 108
HWMT
5660
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 40
LPCM
5661
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 18
PC
5662
Powers Capital
California
$201M +$16.9M +9% 2
RFP
5663
RCS Financial Planning
Maryland
$201M +$11.6M +6% 85
ACG
5664
Ampersand Capital Group
California
$201M +$56.1M +39% 7
MFG
5665
Marmo Financial Group
Tennessee
$201M +$18M +10% 30
RC
5666
Riposte Capital
New York
$201M +$43.9M +28% 37
DSN
5667
D. Scott Neal
Kentucky
$201M +$20.3M +11% 57
KFP
5668
Keener Financial Planning
Texas
$201M +$46.7M +30% 222
KFA
5669
Kapstone Financial Advisors
Ohio
$201M +$23.8M +13% 126
BA
5670
Bluesphere Advisors
Pennsylvania
$201M +$25.8M +15% 96
BAM
5671
Bullseye Asset Management
Colorado
$201M +$15.5M +8% 68
DLHL
5672
Donald L. Hagan LLC
Florida
$200M +$8.71M +5% 98
SVWG
5673
Shared Vision Wealth Group
United States
$200M +$17.1M +9% 86
JHA
5674
Jackson Hill Advisors
Texas
$200M +$17.4M +10% 13
OCP
5675
Oakcliff Capital Partners
New York
$200M +$10.3M +5% 10