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
LHWM
6126
Lake Hills Wealth Management
Texas
$98.8M +$7.04M +8% 48
ASFA
6127
All Season Financial Advisors
Colorado
$98.8M -$12.6M -11% 114
MCM
6128
Masterton Capital Management
New York
$98.8M +$6.83M +7% 19
TIM
6129
Tevis Investment Management
Texas
$98.6M -$3.88M -4% 91
FIS
6130
Fischer Investment Strategies
California
$98.5M -$10.6M -10% 32
LF
6131
LifeSteps Financial
California
$98.3M -$2.88M -3% 74
AC
6132
Aldebaran Capital
Indiana
$98.1M +$736K +0.8% 34
SC
6133
Schubert & Co
Texas
$98.1M -$8.66M -8% 37
HFAS
6134
Hummer Financial Advisory Services
Illinois
$98.1M -$4.09M -4% 100
RIA
6135
Richwood Investment Advisors
Ohio
$98.1M -$4.34M -4% 103
EI
6136
EDMP Inc
Florida
$97.9M -$7.11M -7% 70
FCC
6137
Flower City Capital
New York
$97.9M +$11.7M +14% 30
CI
6138
Centerstone Investors
New York
$97.9M -$2.54M -3% 25
MFP
6139
Meridian Financial Partners
Virginia
$97.7M -$68.7M -41% 92
HC
6140
Hoese & Co
Minnesota
$97.6M -$8.79M -8% 170
DM
6141
Delphi Management
Massachusetts
$97.6M +$1.39M +1% 92
HA
6142
Hofer & Associates
California
$97.5M -$6.65M -6% 51
SFB
6143
STAR Financial Bank
Indiana
$97.5M -$9.6M -9% 94
CIA
6144
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 38
KOMWMG
6145
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 64
ISSM
6146
Invesco Senior Secured Management
New York
$96.8M -$12.1M -11% 11
WOSD
6147
WFA of San Diego
California
$96.7M -$5.11M -5% 418
CWMGP
6148
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.6M -$338K -0.3% 60
FWA
6149
FSC Wealth Advisors
New York
$96.5M -$14.7M -13% 246
ABP
6150
Arthur B. Page
$96.4M -$8.75M -8% 48