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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
LIM
5426
Loudon Investment Management
New Hampshire
$139M +$12.9M +10% 10.9% 61.6% 91 4.4%
RFP
5427
Roth Financial Partners
Texas
$138M +$13.7M +11% 10.4% 54.3% 25 16%
LWMNY
5428
Landmark Wealth Management (New York)
New York
$138M +$6.27M +5% 7.14% 37.9% 66 6.06%
HI
5429
Harrington Investments
California
$138M +$9.69M +8% 8.61% 92.5% 80 10%
SMP
5430
Santa Monica Partners
Florida
$138M +$4.81M +4% 19.6% 135% 22 13.64%
ICVCFVA
5431
IDG China Venture Capital Fund V Associates
Hong Kong
$138M +$75.1M +119% 119% 7.34% 1 0%
NLVP
5432
New Leaf Venture Partners
New York
$138M -$30.4M -18% 14.4% 17.1% 20 20%
FNBSF
5433
First National Bank Sioux Falls
South Dakota
$138M +$42.4M +44% 9.06% 65.4% 114 12.28%
BAM
5434
Byrne Asset Management
New Jersey
$138M +$8.28M +6% 7.98% 116% 581 22.55%
HAFS
5435
Hapanowicz & Associates Financial Services
Pennsylvania
$138M +$29.6M +27% 8.29% 58.5% 31 16.13%
BFAG
5436
Blackston Financial Advisory Group
Florida
$138M -$4.2M -3% 7.31% 69.1% 96 13.54%
AC
5437
Applied Capital
Arkansas
$138M -$7.66M -5% 8.57% 52.6% 54 40.74%
SNBOSD
5438
Security National Bank of So Dak
Iowa
$138M +$26.4M +24% 12.2% 58.9% 99 13.13%
HIS
5439
Horizon Investment Services
Indiana
$138M -$393K -0.3% 7.78% 250% 114 28.95%
SFSG
5440
Sound Financial Strategies Group
Mississippi
$138M +$71.1M +107% 8.13% 26.4% 69 71.01%
CWM
5441
Cahill Wealth Management
Michigan
$138M +$25.6M +23% 7.83% 24.7% 52 28.85%
FCM
5442
Fourpath Capital Management
Oklahoma
$138M -$8.69M -6% 8.99% 78% 125 14.4%
BBWP
5443
Beacon Bridge Wealth Partners
Pennsylvania
$138M 6.28% 52% 93
GCM
5444
Gables Capital Management
Florida
$137M +$12.8M +10% 13.6% 151% 369 8.94%
MWM
5445
Maltin Wealth Management
New Jersey
$137M +$10.8M +9% 8.72% 51.9% 115 19.13%
WMA
5446
West Michigan Advisors
Michigan
$137M +$22.6M +20% 8.63% 86.6% 129 18.6%
EWA
5447
Etesian Wealth Advisors
Oregon
$137M 8.89% 54.8% 104
AIM
5448
Alhambra Investment Management
Florida
$137M +$5.71M +4% 6.54% 61.5% 152 15.79%
DCM
5449
Delta Capital Management
New Jersey
$137M +$14.6M +12% 13% 125% 85 10.59%
FIC
5450
Family Investment Center
Missouri
$137M 8.87% 49.8% 48