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
PRI
5851
Prepared Retirement Institute
Pennsylvania
$165M +$14.4M +10% 87
ALAM
5852
Asahi Life Asset Management
Japan
$165M +$19.7M +14% 212
GP
5853
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 64
KFA
5854
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 115
LWM
5855
Latko Wealth Management
Illinois
$165M 30
CWP
5856
Core Wealth Partners
California
$165M +$18.6M +13% 171
AC
5857
Avory & Company
Florida
$165M +$22.9M +16% 31
ASBI
5858
American State Bank (Iowa)
Iowa
$165M +$8.48M +5% 128
CS
5859
Capital Square
Tennessee
$165M +$10.9M +7% 178
HFS
5860
HBC Financial Services
Washington
$165M +$7.46M +5% 204
IAM
5861
Impala Asset Management
Florida
$165M +$53.9M +49% 20
TFG
5862
Tull Financial Group
Virginia
$164M 26
LFA
5863
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 71
FCMT
5864
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 388
IA
5865
Incentive AS
Norway
$164M +$70.1M +75% 2
SF
5866
SWP Financial
California
$164M +$12.5M +8% 55
LWMI
5867
Legacy Wealth Management (Idaho)
Idaho
$164M 698
LIS
5868
Legacy Investment Solutions
Idaho
$164M 698
IWP
5869
Insight Wealth Partners
Texas
$164M +$9.56M +6% 102
SNBOSCI
5870
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 106
SIM
5871
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 295
WFG
5872
Wormser Freres Gestion
France
$164M +$10.4M +7% 47
SPI
5873
Sutton Place Investors
New York
$164M +$13.4M +9% 124
VF
5874
Vawter Financial
Ohio
$164M +$18M +12% 98
OW
5875
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 322