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
G
6226
Greycroft
New York
$102M -$5.78M -5% 2
DWA
6227
Delap Wealth Advisory
Oregon
$102M +$4.44M +5% 59
KFG
6228
Kingdom Financial Group
Arizona
$102M 63
NSG
6229
Nalls Sherbakoff Group
Tennessee
$102M +$1.35M +1% 519
WOSD
6230
WFA of San Diego
California
$102M +$6.14M +6% 397
LTL
6231
Lowery Thomas LLC
California
$102M +$11M +12% 47
RPA
6232
Rose Park Advisors
Massachusetts
$102M +$7.42M +8% 1
OR
6233
Olympiad Research
Connecticut
$102M +$15.8M +18% 343
BAM
6234
Bosun Asset Management
Illinois
$101M +$13.8M +16% 203
LC
6235
LTG Capital
Massachusetts
$101M +$4.71M +5% 26
WFS
6236
Walker Financial Services
Kentucky
$101M +$4.2M +4% 24
LF
6237
LifeSteps Financial
California
$101M +$6.91M +7% 74
WCBA
6238
Weaver C. Barksdale & Associates
Tennessee
$101M -$5.85M -5% 62
LFA
6239
Laraway Financial Advisors
Minnesota
$101M +$2.46M +2% 107
CAIMH
6240
Central Asset Investments & Management Holdings
Hong Kong
$101M +$6.74M +7% 69
BCPWM
6241
Bradley & Co Private Wealth Management
Florida
$101M +$9.69M +11% 185
KSCM
6242
Kamunting Street Capital Management
Florida
$101M +$33.3M +49% 57
SSWM
6243
Strait & Sound Wealth Management
California
$101M +$342K +0.3% 115
MJB
6244
Mark J. Bradley
$101M -$37.1M -27% 45
CWM
6245
Certus Wealth Management
California
$101M 60
SWA
6246
Sightline Wealth Advisors
Connecticut
$101M +$2.71M +3% 64
CI
6247
Centerstone Investors
New York
$100M +$15.3M +18% 26
PHIC
6248
Pine Haven Investment Counsel
Massachusetts
$100M +$5.06M +5% 103
OCM
6249
Orser Capital Management
Texas
$100M +$11.5M +13% 54
MAG
6250
Mayfair Advisory Group
Alabama
$100M +$7.95M +9% 132