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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
HWA
4726
Hillcrest Wealth Advisors
New Jersey
$149M +$8.83M +6% 60
AWM
4727
AllSquare Wealth Management
New York
$149M +$12.3M +9% 502
MIP
4728
Ma Investment Partnership
California
$149M 12
VLC
4729
Van Leeuwen & Company
New Jersey
$149M +$20.9M +16% 77
HA
4730
Harborview Advisors
Maine
$149M +$18.3M +14% 99
VF
4731
Vest Financial
Virginia
$149M 65
VIM
4732
Vista Investment Management
Pennsylvania
$149M +$18.1M +14% 151
HVP
4733
Hudson Value Partners
Florida
$149M 111
MWP
4734
Madison Wealth Partners
Wisconsin
$149M 55
APWA
4735
Atlas Private Wealth Advisors
New Jersey
$149M +$29.2M +24% 814
WFA
4736
Wade Financial Advisory
California
$149M +$22.1M +17% 71
CWA
4737
Clearview Wealth Advisors
Oregon
$149M 595
AC
4738
Avory & Company
Florida
$149M 14
NC
4739
Nixon Capital
Texas
$149M 35
SFG
4740
Sowa Financial Group
Rhode Island
$149M +$8.96M +6% 244
DI
4741
Disciplined Investments
Oklahoma
$148M +$14.1M +10% 435
SEP
4742
Southland Equity Partners
Missouri
$148M 126
VC
4743
Veery Capital
Delaware
$148M 67
MC
4744
MRJ Capital
New York
$148M +$18.9M +15% 52
EWG
4745
Executive Wealth Group
Washington
$148M +$18M +14% 45
IAMOG
4746
Investors Asset Management of Georgia
Georgia
$148M -$1.39M -0.9% 150
JIC
4747
JRM Investment Counsel
Nebraska
$148M +$2.78M +2% 18
MWM
4748
MBE Wealth Management
Wisconsin
$148M +$28.9M +24% 59
NU
4749
Northwestern University
Illinois
$148M -$18M -11% 5
TWS
4750
Thomas W. Smith
$148M -$13M -8% 8