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
LWA
6251
Lantern Wealth Advisors
New York
$154M +$9.75M +7% 144
GFM
6252
GEN Financial Management
Minnesota
$154M 56
FF
6253
Farrow Financial
Vermont
$154M -$4.68M -3% 54
CTC
6254
Cetera Trust Company
Minnesota
$154M -$9.49M -6% 402
AC
6255
AlpenGlobal Capital
California
$154M 28
FFWA
6256
Forthright Family Wealth Advisory
Texas
$154M -$1.81M -1% 66
PIM
6257
Pullen Investment Management
Florida
$154M +$17M +12% 106
AGAM
6258
Audent Global Asset Management
California
$154M +$95.1M +162% 51
KG
6259
Kilter Group
New York
$154M 44
BIA
6260
Benchmark Investment Advisors
Illinois
$154M +$13.3M +10% 98
CAM
6261
Clarity Asset Management
Iowa
$154M +$9.73M +7% 228
PIA
6262
Panoramic Investment Advisors
Colorado
$154M +$8.78M +6% 126
CA
6263
Corrado Advisors
New Jersey
$153M -$6.21M -4% 113
LTL
6264
Lowery Thomas LLC
California
$153M +$6M +4% 56
HCCM
6265
Hudson Canyon Capital Management
New York
$153M -$1.36M -0.9% 57
DIS
6266
Diversified Investment Strategies
Louisiana
$153M +$1.66M +1% 53
CAM
6267
Cobblestone Asset Management
Virginia
$153M -$13M -8% 55
DIM
6268
DC Investments Management
Virginia
$153M +$10.3M +7% 96
F4L
6269
Fortune 45 LLC
Louisiana
$153M +$12M +8% 26
WWC
6270
Waypoint Wealth Counsel
Georgia
$153M +$5.61M +4% 103
SWM
6271
StoneCrest Wealth Management
Arizona
$153M +$15.7M +11% 64
OCP
6272
OCO Capital Partners
New York
$153M +$21.8M +17% 4
NRC
6273
New Republic Capital
North Carolina
$153M -$21.1M -12% 260
FRA
6274
FFG Retirement Advisors
Colorado
$153M -$493K -0.3% 48
LFASL
6275
Lugano Financial Advisors SA (LFA)
Switzerland
$153M +$5.89M +4% 202