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
IIL
6326
Insight Inv LLC
California
$145M +$1.75M +1% 139
AWM
6327
Allen Wealth Management
North Carolina
$145M +$5.68M +4% 61
AIM
6328
AHL Investment Management
Florida
$145M +$2.27M +2% 70
SFP
6329
Strategic Financial Planning
Texas
$145M -$1.72M -1% 37
AWM
6330
Aberdeen Wealth Management
Illinois
$145M -$983K -0.7% 171
TCP
6331
TSG Consumer Partners
California
$145M -$38.8M -21% 1
ACG
6332
Ampersand Capital Group
California
$145M -$4.39M -3% 7
SR
6333
Syntax Research
Florida
$145M +$5.38M +4% 189
LHWM
6334
Lake Hills Wealth Management
Texas
$145M -$1.59M -1% 75
WHCI
6335
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 125
KFO
6336
Kopp Family Office
Minnesota
$145M -$13.2M -8% 29
CWA
6337
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 50
AIM
6338
Archer Investment Management
Texas
$145M -$17.9M -11% 65
WAG
6339
Wallace Advisory Group
California
$144M -$195K -0.1% 201
LKBC
6340
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 100
KWA
6341
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 78
CFSG
6342
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 103
MIM
6343
Meixler Investment Management
Arizona
$144M +$9.44M +7% 111
MGWA
6344
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 54
SSG
6345
Summit Securities Group
New York
$144M -$124M -46% 1,004
MAM
6346
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 129
GGA
6347
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 84
MHFA
6348
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 38
LAS
6349
LWM Advisory Services
Florida
$144M +$167K +0.1% 101
LAM
6350
Lummis Asset Management
Texas
$144M +$65.1M +82% 174