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
LIWM
6051
Long Island Wealth Management
New York
$142M +$1.4M +1% 434
LI
6052
LHM Inc
Utah
$142M +$21M +17% 15
AWA
6053
Archvest Wealth Advisors
California
$141M +$8.77M +7% 61
MA
6054
Marquette Associates
Illinois
$141M +$41.9M +42% 37
DFA
6055
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 75
PJWM
6056
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 86
VWA
6057
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 631
LHCM
6058
Lloyd Harbor Capital Management
New York
$141M -$17.2M -11% 21
CTFG
6059
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 105
KAM
6060
Kopion Asset Management
Texas
$141M +$10.3M +8% 18
LI
6061
Latash Investments
Alaska
$141M +$1.84M +1% 21
RB
6062
Renasant Bank
Mississippi
$141M +$15.1M +12% 191
AWA
6063
Adapt Wealth Advisors
Georgia
$140M 49
LP
6064
Lexington Partners
New York
$140M -$12M -8% 9
JPC
6065
Jabodon PT Co
Nevada
$140M +$10.3M +8% 4
ALWM
6066
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 28
MFA
6067
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 83
BWM
6068
BlackDiamond Wealth Management
New York
$140M +$4.16M +3% 146
DC
6069
Deere & Company
Illinois
$140M -$7.77M -5% 3
FFG
6070
Foundry Financial Group
New Hampshire
$140M +$22.1M +19% 60
AIMA
6071
Ables Iannone Moore & Associates
Georgia
$140M +$8.88M +7% 309
MIM
6072
Merrion Investment Management
New Jersey
$140M +$12.6M +10% 100
VIA
6073
Virtus Investment Advisers
Connecticut
$140M +$6.35M +5% 399
SI
6074
Stash Investments
New York
$140M +$16.8M +14% 5
CAM
6075
Costello Asset Management
Pennsylvania
$140M +$19.2M +16% 188