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
LFGH
6351
Lee Financial Group Hawaii
Hawaii
$117M +$8.48M +8% 32
MAG
6352
Mayfair Advisory Group
Alabama
$117M +$13.8M +13% 140
PM
6353
Plustick Management
Virginia
$117M -$9.77M -8% 23
BFP
6354
Briaud Financial Planning
Texas
$117M -$6.17M -5% 178
MGWA
6355
Monument Group Wealth Advisors
Massachusetts
$117M 43
WWC
6356
Waypoint Wealth Counsel
Georgia
$117M +$11.2M +11% 100
KA
6357
Kearns & Associates
California
$117M +$11.2M +11% 45
AHL
6358
Abel Hall LLC
Louisiana
$117M 122
DJFS
6359
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 15
SA
6360
SFI Advisors
New Jersey
$117M +$14.8M +14% 110
PCM
6361
Perkins Capital Management
Minnesota
$117M +$16.2M +16% 101
EWS
6362
Evergreen Wealth Solutions
Pennsylvania
$117M +$17.9M +18% 115
OCA
6363
Otter Creek Advisors
Florida
$117M +$20.8M +22% 58
WCM
6364
Washington Capital Management
Washington
$117M +$7.99M +7% 117
MSK
6365
Melissa S. Kampmann
$117M +$13.1M +13% 40
MWM
6366
Magnolia Wealth Management
Alabama
$117M +$9.2M +9% 12
PWAM
6367
Pinnacle West Asset Management
Wyoming
$117M +$14.6M +14% 100
ZC
6368
Zeit Capital
Colorado
$117M +$8.77M +8% 30
SSCM
6369
Spectrum Strategic Capital Management
Oregon
$117M 24
LTL
6370
Lowery Thomas LLC
California
$116M +$11.9M +11% 49
EH
6371
EMG Holdings
Connecticut
$116M -$12.9M -10% 70
VWA
6372
VERITY Wealth Advisors
United States
$116M +$10.1M +9% 73
DWRES
6373
Divco West Real Estate Services
California
$116M +$21.8M +23% 5
HWM
6374
HRC Wealth Management
Idaho
$116M 27
ECM
6375
English Capital Management
Michigan
$116M 33