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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
HF
3801
Halpern Financial
Virginia
$290M -$2.28M -0.8% 3.45% 26.3% 267 26.97%
DFG
3802
Delta Financial Group
New Jersey
$290M +$204M +240% 4.33% 218 62.39%
TLP
3803
Trinity Legacy Partners
Texas
$290M +$3.43M +1% 2.54% 63.3% 111 35.14%
TI
3804
tru Independence
Oregon
$289M -$14.4M -5% 6.13% 55.7% 124 8.87%
RPA
3805
Rock Point Advisors
Vermont
$289M -$15.6M -5% 6.39% 82.8% 103 14.56%
WCM
3806
Windsor Capital Management
Arizona
$289M -$13.3M -4% 2.92% 46.1% 118 13.56%
WPP
3807
Whalerock Point Partners
Rhode Island
$289M -$6.1M -2% 2.64% 103% 161 4.35%
DT
3808
Daniels + Tansey
Delaware
$289M -$13.8M -5% 1.13% 21.1% 32 25%
NCM
3809
New Capital Management
Texas
$288M 2.3% 49.4% 53
SWK
3810
Stephen W. Kidder
$288M -$17.2M -6% 3.9% 94.7% 78 6.41%
CFM
3811
Capricorn Fund Managers
United Kingdom
$288M +$9.66M +3% 0.78% 169% 94 45.74%
HW
3812
Hedeker Wealth
Illinois
$288M -$11.9M -4% 3.24% 141% 96 17.71%
HI
3813
Handelsinvest Investeringsforvaltning
Denmark
$288M -$219M -43% 3.56% 37.9% 113 33.63%
BI
3814
Bulldog Investors
New Jersey
$288M -$13.8M -5% 0.12% 22.5% 267 37.83%
WWP
3815
Waypoint Wealth Partners
California
$288M -$4.04M -1% 3.35% 52.1% 79 17.72%
FNB
3816
Farmers National Bank
Kentucky
$288M -$5.27M -2% 4.18% 143 0%
AB
3817
Aozora Bank
Japan
$288M -$10.3M -3% 3.45% 5.45% 4 0%
OGC
3818
Oak Grove Capital
New Hampshire
$288M -$4.57M -2% 3.37% 463% 63 20.63%
WHGC
3819
Wealth High Governance Capital
Brazil
$288M +$49.1M +21% 0.81% 622% 34 85.29%
SAM
3820
Shikiar Asset Management
New York
$288M -$22.6M -7% 4.26% 97.8% 83 12.05%
SHIM
3821
Stone House Investment Management
Pennsylvania
$287M +$11.6M +4% 3.68% 53.1% 390 26.67%
FA
3822
Fountainhead AM
New Jersey
$287M +$5.5M +2% 3.61% 65.6% 100 21%
NWA
3823
New World Advisors
Massachusetts
$287M +$3.02M +1% 3.34% 84.1% 69 21.74%
WFI
3824
West Family Investments
California
$287M +$29.5M +11% 3.87% 116% 260 22.31%
SCA
3825
Stokes Capital Advisors
South Carolina
$287M -$10.3M -3% 4.2% 54.5% 84 10.71%