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
TFG
5851
Tull Financial Group
Virginia
$164M 26
LFA
5852
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 71
FCMT
5853
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 388
IA
5854
Incentive AS
Norway
$164M +$70.1M +75% 2
SF
5855
SWP Financial
California
$164M +$12.5M +8% 55
LWMI
5856
Legacy Wealth Management (Idaho)
Idaho
$164M 698
LIS
5857
Legacy Investment Solutions
Idaho
$164M 698
IWP
5858
Insight Wealth Partners
Texas
$164M +$9.56M +6% 102
SNBOSCI
5859
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 106
SIM
5860
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 295
WFG
5861
Wormser Freres Gestion
France
$164M +$10.4M +7% 47
SPI
5862
Sutton Place Investors
New York
$164M +$13.4M +9% 124
VF
5863
Vawter Financial
Ohio
$164M +$18M +12% 98
OW
5864
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 322
CIA
5865
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 79
HM
5866
Heronetta Management
New York
$164M +$7.23M +5% 23
BFG
5867
Baron Financial Group
New Jersey
$164M +$6.27M +4% 47
CMBA
5868
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 560
CTC
5869
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 411
MA
5870
McBroom & Associates
Nevada
$163M +$3.87M +2% 35
DCI
5871
Data Collective IV
California
$163M +$20.8M +15% 6
LAM
5872
LifePro Asset Management
California
$163M +$23.9M +17% 176
OPWM
5873
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 131
DFA
5874
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 93
BWG
5875
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 93