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
TP
6001
Teca Partners
Texas
$144M -$14M -9% 13
FRA
6002
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 48
LAM
6003
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 121
PSC
6004
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 71
AFS
6005
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 89
DFA
6006
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 103
BFS
6007
Burr Financial Services
California
$143M +$15.1M +12% 34
PTCG
6008
Pring Turner Capital Group
California
$143M +$6.07M +4% 72
SAG
6009
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 268
SP
6010
Successful Portfolios
Florida
$143M -$3.44M -2% 172
OM
6011
OV Management
Minnesota
$143M +$5.21M +4% 65
ALWM
6012
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 27
MWM
6013
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 202
CWM
6014
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 50
DIS
6015
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 51
PCM
6016
Presidio Capital Management
California
$143M +$5.9M +4% 68
NCM
6017
Northland Capital Management
Minnesota
$143M -$10.8K -0% 32
LC
6018
Lakehouse Capital
Australia
$143M +$14.2M +11% 15
CI
6019
Carroll Investors
South Carolina
$143M +$9.89M +7% 26
DCI
6020
Data Collective IV
California
$143M +$27.4M +24% 6
EAM
6021
Exane Asset Management
France
$143M +$13M +10% 21
CA
6022
Carson Advisory
Georgia
$143M +$354K +0.2% 181
CTFG
6023
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 104
PS
6024
Pennant Select
New Jersey
$142M +$9.52M +7% 11
SFG
6025
SVB Financial Group
Texas
$142M -$38.9M -21% 13