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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
NC
4326
NovaPoint Capital
Georgia
$213M +$21.8M +11% 7.47% 88.2% 124 20.97%
AFS
4327
Access Financial Services
Minnesota
$213M +$8.97M +4% 4.4% 44.8% 112 30.36%
DM
4328
Diker Management
New York
$213M +$15.4M +8% 4.93% 210% 40 30%
CNBT
4329
Cornerstone National Bank & Trust
Illinois
$213M +$27.7M +15% 1.87% 33.9% 62 6.45%
PWS
4330
Peloton Wealth Strategists
Indiana
$213M +$11.1M +5% 6.57% 51.3% 90 20%
SCM
4331
Stonehill Capital Management
New York
$213M -$117M -36% 2.96% 117% 18 27.78%
SSWG
4332
Seven Springs Wealth Group
Tennessee
$212M +$18.8M +10% 7.09% 59.2% 276 54.35%
ICM
4333
ISZO Capital Management
New York
$212M +$117M +122% 72.3% 68.2% 6 16.67%
HFA
4334
Harbert Fund Advisors
Alabama
$212M +$79.9M +61% 20.6% 70.8% 34 70.59%
HA
4335
HYA Advisors
Missouri
$212M +$23.3M +12% 7.86% 141 10.64%
SST
4336
S Squared Technology
New York
$212M +$37.1M +21% 19.6% 223% 41 24.39%
DC
4337
DeDora Capital
California
$211M +$8.67M +4% 4.57% 81.7% 98 11.22%
UC
4338
Unio Capital
New Jersey
$211M +$8.01M +4% 7.33% 97.8% 57 8.77%
AB
4339
Atlas Brown
Kentucky
$211M +$17.7M +9% 6.59% 102% 172 6.98%
OCP
4340
Oakcliff Capital Partners
New York
$211M -$41.1M -16% 2.78% 133% 10 0%
SCM
4341
Sitrin Capital Management
California
$211M +$10.5M +5% 6.78% 128% 42 21.43%
BWM
4342
BCS Wealth Management
Tennessee
$211M +$18.1M +9% 4.41% 46.7% 163 15.34%
TWM
4343
TMD Wealth Management
Arizona
$210M +$32M +18% 1.64% 2.41% 45 28.89%
HAFS
4344
Hapanowicz & Associates Financial Services
Pennsylvania
$210M +$17.3M +9% 4.14% 58.5% 38 31.58%
NCM
4345
Neumann Capital Management
California
$210M +$12.2M +6% 8.2% 79.4% 82 6.1%
PHAM
4346
Palisades Hudson Asset Management
Florida
$210M +$17M +9% 9.81% 66.8% 112 7.14%
AWM
4347
Atticus Wealth Management
Florida
$210M +$11.3M +6% 3.71% 63.8% 373 13.14%
CW
4348
Cabot-Wellington
Massachusetts
$210M +$13.2M +7% 6.68% 65% 17 0%
FLI
4349
Family Legacy Inc
South Carolina
$210M +$15.9M +8% 7.36% 87.8% 120 14.17%
CCM
4350
Crestwood Capital Management
New York
$209M -$1.82M -0.9% 6.74% 203% 24 37.5%