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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
EC
4576
Elequin Capital
New York
$217M 3.7% 46.3% 51
ODFS
4577
O'Donnell Financial Services
California
$217M +$8.42M +4% 7.52% 47.9% 53 26.42%
ITIM
4578
Indiana Trust & Investment Management
Indiana
$216M +$17.7M +9% 7.09% 104% 121 6.61%
APSP
4579
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$8.09M +4% 6.23% 62.1% 73 1.37%
APWA
4580
Atlas Private Wealth Advisors
New Jersey
$216M +$24.8M +13% 6.7% 51.6% 774 82.04%
TP
4581
Tranquility Partners
Tennessee
$216M +$19M +10% 10.3% 67.4% 227 10.57%
SLA
4582
Silver Lake Advisory
Utah
$216M +$13M +6% 9.83% 70.9% 111 7.21%
GA
4583
GraniteShares Advisors
New York
$216M 9.2% 90.3% 311
HCM
4584
Highlander Capital Management
New Jersey
$216M +$18.7M +9% 9.76% 34.4% 633 6.32%
HWM
4585
Hemington Wealth Management
Virginia
$216M -$55.7M -21% 7.08% 76.1% 100 21%
SCP
4586
Stamos Capital Partners
California
$216M +$36.8M +21% 5.26% 28.4% 63 49.21%
AM
4587
Atwater Malick
Pennsylvania
$215M +$26.1M +14% 13.3% 79.1% 60 8.33%
DR
4588
Davis Rea
Ontario, Canada
$215M +$10.9M +5% 10.4% 50% 55 20%
CWA
4589
Clarity Wealth Advisors
California
$215M +$12.1M +6% 9.41% 85.1% 72 13.89%
NWM
4590
Northwest Wealth Management
Iowa
$215M +$13.6M +7% 5.21% 63.4% 126 9.52%
JGGDR
4591
JGP Global Gestao de Recursos
Brazil
$215M -$60.4M -22% 0.32% 206% 87 34.48%
SOW
4592
State of Wyoming
Wyoming
$215M +$59.3M +38% 8.68% 99.1% 2,028 45.56%
PWM
4593
PRW Wealth Management
Massachusetts
$215M +$15.2M +8% 8.04% 42.3% 113 23.01%
VBFG
4594
Vishria Bird Financial Group
Tennessee
$215M +$24.3M +13% 7.32% 74.3% 69 15.94%
IFG
4595
Investors Financial Group
Minnesota
$215M +$25.7M +14% 7.77% 216 10.19%
CSWG
4596
Cardinal Strategic Wealth Guidance
Kentucky
$215M +$23.6M +12% 7.21% 53.4% 69 4.35%
WC
4597
Weil Company
California
$214M +$22.2M +12% 14.5% 51.9% 153 16.34%
AMC
4598
AKKR Management Company
California
$214M 8.04% 14
SA
4599
Sycale Advisors
New York
$214M -$9.3M -4% 8.35% 16% 22 27.27%
OCM
4600
OLP Capital Management
Hong Kong
$214M -$255M -54% 30.1% 149% 7 28.57%