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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
PHAM
5326
Palisades Hudson Asset Management
Florida
$258M -$17.8M -6% 2.85% 53.9% 109 9.17%
SLA
5327
Silver Lake Advisory
Utah
$258M +$6.77M +3% 1.86% 70.9% 110 11.82%
LAS
5328
Lloyd Advisory Services
Georgia
$258M +$45.3M +21% 1.13% 565 81.06%
HA
5329
Hanover Advisors
South Carolina
$258M -$142K -0.1% 1.58% 114 14.04%
FI
5330
FIDELIS iM
Oregon
$258M +$96.4M +60% 0.83% 40.1% 26 34.62%
TIA
5331
Tiemann Investment Advisors
California
$258M -$3.89M -1% 2.73% 64.1% 218 11.93%
FC
5332
Foursixthree Capital
New York
$257M -$106M -29% 15.4% 22 45.45%
MAG
5333
Mayfair Advisory Group
Alabama
$257M +$24.3M +10% 2.6% 54.7% 197 13.71%
HRC
5334
Hoertkorn Richard Charles
$257M -$1.17M -0.5% 2.99% 172% 81 7.41%
VWM
5335
Vivid Wealth Management
Iowa
$257M +$5.71M +2% 1.28% 71 15.49%
PF
5336
Prosperitas Financial
California
$257M +$16.1M +7% 4.01% 83 22.89%
EAM
5337
Eukles Asset Management
Ohio
$257M +$349K +0.1% 1.87% 69.7% 243 7%
SC
5338
Swan Capital
Florida
$257M +$10.5M +4% 0.56% 560 20.89%
ORC
5339
O'Rourke & Company
Massachusetts
$257M +$17.8M +7% 3.02% 62.4% 172 5.81%
AFC
5340
Adaptive Financial Consulting
Ohio
$257M +$6.93M +3% 0.94% 26.8% 19 5.26%
EML
5341
Eos Management LP
New York
$257M +$3.29M +1% 1.37% 152% 47 17.02%
RFA
5342
Register Financial Advisors
Georgia
$257M +$2.57M +1% 2.24% 126% 368 12.77%
UWS
5343
Unique Wealth Strategies
Illinois
$257M -$1.08M -0.4% 2.81% 274 45.99%
CCA
5344
Cora Capital Advisors
New Jersey
$257M +$21.6M +9% 2.74% 70.5% 137 16.79%
GGI
5345
GPM Growth Investors
Michigan
$257M -$3.35M -1% 1.55% 45 13.33%
MFP
5346
Meramec Financial Planners
Missouri
$257M 1.51% 518
EC
5347
EntryPoint Capital
New York
$256M -$1.88M -0.7% 2.17% 889 55.79%
TWM
5348
Trueblood Wealth Management
Ohio
$256M -$199K -0.1% 1.63% 266 9.77%
HCC
5349
Hatch Cove Capital
Illinois
$256M 20.8% 22
SIP
5350
Sellwood Investment Partners
Oregon
$256M +$4.87M +2% 1.32% 107 44.86%