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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
AEPBI
4826
AH Equity Partners Bio II
California
$144M +$1.1M +0.8% 4
FI
4827
FIDELIS iM
Oregon
$143M -$6.12M -4% 22
HSWM
4828
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 59
AA
4829
ACT Advisors
North Carolina
$143M +$7M +5% 32
SC
4830
Steph & Co
Wisconsin
$143M -$20.5M -12% 237
CPP
4831
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 100
WLPWM
4832
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 81
HIC
4833
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 15
HCM
4834
Hutner Capital Management
Vermont
$143M -$9.41M -6% 44
WFC
4835
Western Financial Corp
California
$143M +$2.29M +2% 106
IIM
4836
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 171
FWM
4837
FSA Wealth Management
Massachusetts
$143M +$107M +297% 54
SFPG
4838
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 123
CSB
4839
City State Bank
Iowa
$143M -$524K -0.4% 721
SHG
4840
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 1
NV
4841
Northpond Ventures
Maryland
$143M +$37.7M +36% 5
SWM
4842
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 60
HSG
4843
Helen Stephens Group
Texas
$143M +$1.7M +1% 65
BFA
4844
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 117
GA
4845
GoalVest Advisory
New York
$143M -$15.2M -10% 330
SFP
4846
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 90
MA
4847
Menlo Advisors
California
$143M -$8.26M -5% 34
RSC
4848
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 88
CCC
4849
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 26
WFS
4850
Weitzel Financial Services
Iowa
$142M -$5.06M -3% 37