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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
HGWM
4576
Harvest Group Wealth Management
Massachusetts
$99.2M -$15.3M -13% 15.1% 28.1% 1,192 45.64%
LCM
4577
Lonestar Capital Management
California
$99.2M -$67.1M -40% 35.7% 260% 28 64.29%
OR
4578
Olympiad Research
Connecticut
$99.2M -$31M -24% 23.5% 189% 406 69.95%
ATIA
4579
American Trust Investment Advisors
New Hampshire
$99.2M -$38.1M -28% 19% 91% 80 33.75%
PM
4580
Parametrica Management
Hong Kong
$99M 26.2% 584% 227
IFG
4581
Investors Financial Group
Minnesota
$99M -$23.9M -19% 17.5% 148 25.68%
WMA
4582
Wealth Management Associates
New Jersey
$99M -$40.8M -29% 17.7% 111% 153 22.88%
YMRC
4583
Yorktown Management & Research Company
Virginia
$98.9M -$87.3M -47% 19.2% 223% 341 47.21%
SP
4584
Successful Portfolios
Florida
$98.9M -$13.5M -12% 12.8% 101% 174 19.54%
RA
4585
Riverstone Advisors
Texas
$98.9M -$35M -26% 17.3% 104% 44 29.55%
NWM
4586
Northwest Wealth Management
Iowa
$98.8M -$10.3M -9% 20.2% 63.4% 113 33.63%
OWP
4587
Old Well Partners
North Carolina
$98.7M -$25.3M -20% 8.58% 97.8% 35 28.57%
SWG
4588
Summit Wealth Group
Vermont
$98.7M -$7.28M -7% 11.4% 53% 29 10.34%
BHBT
4589
Burke & Herbert Bank & Trust
Virginia
$98.7M -$31.1M -24% 18.8% 67.8% 136 12.5%
RI
4590
Ridgewood Investments
New Jersey
$98.7M -$42.5M -30% 20.7% 211 31.28%
JF
4591
JSF Financial
California
$98.5M -$2.56M -3% 19.6% 79% 75 29.33%
HSWM
4592
Hubbell Strickland Wealth Management
Louisiana
$98.5M -$25.3M -20% 20.4% 56.8% 60 8.33%
CFO
4593
CVA Family Office
Colorado
$98.5M -$10M -9% 19.6% 71.6% 305 74.1%
ICM
4594
IMS Capital Management
Oregon
$98.4M -$47M -32% 20.3% 119% 147 40.82%
BIP
4595
Blueprint Investment Partners
North Carolina
$98.3M -$27.5M -22% 4.59% 90.8% 29 27.59%
KWA
4596
KCS Wealth Advisory
California
$98.3M -$35.3M -26% 20.7% 45.3% 159 18.87%
AIA
4597
Armor Investment Advisors
North Carolina
$98M -$30.8M -24% 18% 56.6% 156 12.82%
NC
4598
Naman Capital
Brazil
$97.9M -$6.46M -6% 16.9% 89.9% 18 38.89%
HCM
4599
Hall Capital Management
Rhode Island
$97.9M -$24.9M -20% 14.4% 86 18.6%
VIM
4600
Vista Investment Management
Pennsylvania
$97.9M -$35.3M -27% 18.5% 54.4% 146 16.44%