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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
HPFG
5176
Hart & Patterson Financial Group
Massachusetts
$211M +$9.28M +5% 73
EHWM
5177
Eads & Heald Wealth Management
Georgia
$211M +$4.09M +2% 148
TW
5178
Towerpoint Wealth
California
$211M +$10.7M +5% 87
GSB
5179
Greenfield Savings Bank
Massachusetts
$211M +$16.4M +8% 155
SEM
5180
Strategic Equity Management
Arizona
$211M +$57.4M +37% 55
EC
5181
Eaton-Cambridge
Arizona
$211M +$15.4M +8% 31
TBC
5182
Ted Buchan & Co
California
$211M +$24.4M +13% 90
WPM
5183
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 3
UAM
5184
Unison Asset Management
Florida
$210M +$12.8M +6% 35
WGCA
5185
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 142
SIMC
5186
Squire Investment Management Company
Utah
$210M +$33.9M +19% 62
MRCM
5187
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 24
ACM
5188
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 49
BA
5189
Bridge Advisory
California
$210M +$7.23M +4% 101
CL
5190
COWA LLC
Oklahoma
$210M +$22.6M +12% 139
SFPG
5191
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 160
TRIA
5192
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 108
WCM
5193
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 183
PWMG
5194
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 42
TC
5195
Tejara Capital
United Kingdom
$210M -$65.1M -24% 78
BP
5196
BCK Partners
New York
$210M +$16.1M +8% 30
FFC
5197
First Financial Corp
Indiana
$210M +$13.2M +7% 471
MWP
5198
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 49
KPWG
5199
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 83
NL
5200
NKCFO LLC
Illinois
$209M +$26.1M +14% 114