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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
NPP
5526
New Potomac Partners
Maryland
$180M +$12M +7% 9.2% 37.2% 88 4.55%
VSCP
5527
Vesey Street Capital Partners
New York
$180M -$39.9M -18% 18% 47.8% 1 0%
VVA
5528
Vida Ventures Advisors
Massachusetts
$180M +$96M +114% 8.74% 154% 8 50%
ABG
5529
Ally Bridge Group
New York
$180M +$12.1M +7% 56.7% 826% 34 70.59%
ACA
5530
Ascension Capital Advisors
Texas
$180M +$25M +16% 7.54% 59.3% 33 24.24%
1CM
5531
1492 Capital Management
Wisconsin
$180M +$3.7M +2% 7.27% 332% 110 26.36%
NIMC
5532
Nierenberg Investment Management Company
Washington
$180M +$12.8M +8% 9.04% 135% 46 4.35%
OFS
5533
Orrstown Financial Services
Pennsylvania
$180M +$54.5M +44% 9.5% 86 20.93%
MWA
5534
Moser Wealth Advisors
Washington
$179M +$22.8M +15% 11.4% 152 8.55%
PBO
5535
Peoples Bank (Ohio)
Ohio
$179M +$9.27M +5% 6.46% 71.7% 126 7.14%
IF
5536
IRON Financial
Illinois
$179M +$3.19M +2% 4.39% 51.4% 117 32.48%
TA
5537
TKG Advisors
Indiana
$179M +$11.7M +7% 10.2% 104% 114 33.33%
BBW
5538
Blue Barn Wealth
Utah
$179M +$11M +7% 5.51% 46.4% 149 22.15%
VAM
5539
Verity Asset Management
North Carolina
$179M +$22.5M +14% 8.56% 79.7% 224 25.45%
T
5540
Tidemark
California
$179M +$19.5M +12% 5.59% 735 11.29%
MWP
5541
Meredith Wealth Planning
Illinois
$179M +$18.4M +11% 7.5% 66.3% 45 13.33%
LWM
5542
Laidlaw Wealth Management
New York
$179M -$96M -35% 9.64% 150% 250 35.6%
SM
5543
Soapstone Management
Maryland
$179M -$3.69M -2% 12% 30.3% 20 25%
ALC
5544
Alexander Labrunerie & Co
Missouri
$179M 10.1% 92
CP
5545
Castleview Partners
Texas
$179M +$36.4M +25% 6.32% 54.5% 955 15.92%
ITC
5546
Inspire Trust Company
Nevada
$179M +$82.1M +85% 6.32% 110 20%
RTL
5547
Red Tortoise LLC
Georgia
$179M +$2.31M +1% 5.72% 43.7% 575 11.83%
WQ
5548
Wealth Quarterback
New Jersey
$179M +$15.2M +9% 9.43% 96.7% 126 12.7%
SSWM
5549
Strait & Sound Wealth Management
California
$179M +$18.7M +12% 8.09% 74% 131 5.34%
LPC
5550
Lion Point Capital
New York
$179M -$20.9M -10% 4.39% 319% 38 36.84%