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
LAIC
6251
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 88
LC
6252
Lakehouse Capital
Australia
$142M -$623K -0.4% 14
ZRP
6253
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 129
PS
6254
Pennant Select
New Jersey
$142M -$588K -0.4% 10
GWMI
6255
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 253
MMRF
6256
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 29
UWM
6257
Udine Wealth Management
Florida
$142M -$1.82M -1% 30
PWM
6258
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 223
FF
6259
Farrell Financial
New York
$142M +$13.2M +10% 71
SGEFP
6260
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 1
RCWM
6261
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 99
SCM
6262
Sheridan Capital Management
California
$142M +$6.98M +5% 27
PA
6263
Promethium Advisors
Maryland
$142M 133
MSK
6264
Melissa S. Kampmann
$141M +$4.51M +3% 41
WWM
6265
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 146
BFA
6266
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 37
RLWM
6267
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 59
AWP
6268
Avid Wealth Partners
Texas
$141M +$12.6M +10% 46
CV
6269
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 70
LG
6270
LAM Group
Oregon
$141M +$22.6M +19% 133
F4L
6271
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 27
SRSA
6272
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 86
BFS
6273
Burr Financial Services
California
$141M -$2.03M -1% 30
FTCM
6274
Fir Tree Capital Management
New York
$141M -$154K -0.1% 120
RCP
6275
RPM Capital Partners
New York
$141M +$20.8M +17% 1