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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
LSC
4451
Logan Stone Capital
Illinois
$299M -$108M -27% 8.38% 43.9% 162 50%
IAG
4452
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 0.76% 61.6% 173 5.78%
ER
4453
EVR Research
Virginia
$299M -$102M -26% 30% 165% 48 50%
PFA
4454
Pathway Financial Advisers
Indiana
$299M +$77.6M +35% 0.39% 82.4% 447 9.62%
AM
4455
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 0.54% 79.1% 79 11.39%
MSCM
4456
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 0.35% 86.3% 117 26.5%
FA
4457
FC Advisory
Pennsylvania
$298M +$996K +0.3% 0.72% 42.9% 109 9.17%
IHWM
4458
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 2.03% 29.1% 526 6.84%
GPTE
4459
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 13.4% 140% 26 3.85%
SSW
4460
Stone Summit Wealth
Florida
$298M -$12M -4% 0.56% 59.6% 141 2.13%
DCM
4461
DG Capital Management
New York
$298M +$77.4M +35% 3.81% 76.7% 30 66.67%
AFA
4462
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 2.55% 39.7% 44 25%
FP
4463
Financial Perspectives
Minnesota
$298M +$9.25M +3% 2.4% 87.8% 738 8.4%
SL
4464
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 8.87% 42.3% 1 0%
DWM
4465
Darwin Wealth Management
Florida
$298M -$66.9M -18% 0.42% 56.8% 706 17.99%
OCPWS
4466
One Charles Private Wealth Services
Massachusetts
$297M +$34.4M +13% 9.97% 99.7% 163 10.43%
WPW
4467
Warther Private Wealth
Ohio
$297M +$11.7M +4% 4.35% 94.1% 90 11.11%
APW
4468
Acima Private Wealth
Virginia
$297M -$1.29M -0.4% 1.85% 45.2% 184 0%
HCA
4469
Horan Capital Advisors
Ohio
$297M -$4.03M -1% 1.22% 26.6% 125 14.4%
CWA
4470
CJM Wealth Advisers
Virginia
$297M +$4.99M +2% 1.61% 71.5% 72 8.33%
WPC
4471
White Pine Capital
Minnesota
$297M +$4.1M +1% 4.11% 143% 227 9.25%
TWM
4472
TriaGen Wealth Management
California
$297M -$1.86M -0.6% 4.42% 113% 191 21.99%
UWM
4473
United Wealth Management
Virginia
$297M 2.35% 21
ACM
4474
Arcataur Capital Management
Wisconsin
$297M +$1.05M +0.4% 0.35% 60% 97 2.06%
BC
4475
Bridgefront Capital
Texas
$297M +$37.2M +14% 1.3% 52.1% 827 72.91%