We are live on ! Find out more

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
HAFS
5301
Hapanowicz & Associates Financial Services
Pennsylvania
$145M +$7.12M +5% 4.37% 51.1% 31 9.68%
AA
5302
AlphaCentric Advisors
Puerto Rico
$145M +$43.7M +43% 0.63% 223 32.29%
HI
5303
Harrington Investments
California
$145M +$6.65M +5% 8.88% 92.5% 81 6.17%
CPW
5304
Catalyst Private Wealth
California
$145M +$21.7M +18% 18.4% 103% 75 6.67%
BFA
5305
BMS Financial Advisors
South Dakota
$145M -$6.16M -4% 6.54% 121 35.54%
WI
5306
WJ Interests
Texas
$145M +$24.1M +20% 5.95% 40% 71 87.32%
ONST
5307
Old North State Trust
North Carolina
$144M -$7.67M -5% 3.31% 473 8.67%
QCIG
5308
Quad-Cities Investment Group
Iowa
$144M +$8.65M +6% 5.4% 61% 182 12.64%
WHAM
5309
Windmill Hill Asset Management
United Kingdom
$144M -$11.1M -7% 8.65% 86.6% 34 23.53%
KWM
5310
KFG Wealth Management
Indiana
$144M +$46.8M +48% 8.45% 50.4% 101 32.67%
LIM
5311
Loudon Investment Management
New Hampshire
$144M +$5.84M +4% 5.44% 50.1% 94 6.38%
MPCG
5312
Matrix Private Capital Group
New York
$144M -$9.03M -6% 4.91% 56% 210 17.14%
FNBSF
5313
First National Bank Sioux Falls
South Dakota
$144M +$6.29M +5% 4.75% 65.4% 116 11.21%
WF
5314
Warner Financial
Maryland
$144M +$13.1M +10% 5.6% 62.1% 94 6.38%
CC
5315
Corton Capital
Ontario, Canada
$144M +$22.7M +19% 17% 225% 403 48.39%
ADMI
5316
Albert D. Mason Inc
Massachusetts
$144M +$4.08M +3% 5.56% 82% 162 8.02%
NPP
5317
New Potomac Partners
Maryland
$144M +$9.19M +7% 8.31% 37.2% 73 6.85%
BWM
5318
Boyd Wealth Management
California
$144M +$7.86M +6% 4.57% 51.1% 45 15.56%
AFA
5319
Alpha Financial Advisors
North Carolina
$144M +$28.9M +25% 5.47% 30.8% 50 24%
HAM
5320
Hanwha Asset Management
South Korea
$144M -$10M -7% 6.52% 1 0%
DWM
5321
Denver Wealth Management
Colorado
$144M +$10.1M +8% 5.79% 50% 86 24.42%
BCM
5322
Beaumont Capital Management
Massachusetts
$144M +$1.97M +1% 4.83% 40.9% 55 54.55%
CCM
5323
Chiron Capital Management
Florida
$144M +$57.4K +0% 5.22% 134 14.93%
MLA
5324
MB, Levis & Associates
Pennsylvania
$144M +$15.9M +12% 3.62% 40% 284 10.21%
CIG
5325
Cairn Investment Group
Washington
$144M +$9.33M +7% 7.73% 61.3% 74 16.22%