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
6301
Lake Hills Wealth Management
Texas
$145M -$1.59M -1% 75
WHCI
6302
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 125
KFO
6303
Kopp Family Office
Minnesota
$145M -$13.2M -8% 29
CWA
6304
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 50
AIM
6305
Archer Investment Management
Texas
$145M -$17.9M -11% 65
WAG
6306
Wallace Advisory Group
California
$144M -$195K -0.1% 201
LKBC
6307
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 100
KWA
6308
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 78
CFSG
6309
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 103
MIM
6310
Meixler Investment Management
Arizona
$144M +$9.44M +7% 111
MGWA
6311
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 54
SSG
6312
Summit Securities Group
New York
$144M -$124M -46% 1,004
MAM
6313
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 129
GGA
6314
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 84
MHFA
6315
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 38
LAS
6316
LWM Advisory Services
Florida
$144M +$167K +0.1% 101
LAM
6317
Lummis Asset Management
Texas
$144M +$65.1M +82% 174
CWI
6318
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 60
SRA
6319
Summit Rock Advisors
New York
$144M -$151M -51% 6
SAM
6320
Strive Asset Management
Ohio
$144M +$10.5M +8% 125
CCA
6321
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 76
CIA
6322
Christian Investment Advisors
Texas
$144M +$5.57M +4% 12
DEM
6323
Disciplined Equity Management
Florida
$144M -$10.5M -7% 61
TFG
6324
Taylor Financial Group
Virginia
$144M -$599K -0.4% 103
CWM
6325
Comprehensive Wealth Management
Washington
$144M +$10M +7% 35