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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
LWP
5651
Laurel Wealth Planning
Minnesota
$128M -$11.6M -8% 4.03% 41.6% 54 5.56%
CNFG
5652
Creegan & Nassoura Financial Group
New Hampshire
$128M -$6.98M -5% 3.33% 52.6% 77 3.9%
AC
5653
Addison Capital
Pennsylvania
$128M -$11.8M -8% 4.46% 54.2% 108 6.48%
ONST
5654
Old North State Trust
North Carolina
$128M -$6.98M -5% 2.75% 150 5.33%
AWS
5655
Aspen Wealth Strategies
Colorado
$128M -$3.46M -3% 2.58% 57% 82 17.07%
SNBOSCI
5656
Security National Bank of Sioux City Iowa
Iowa
$128M -$4.41M -3% 1.92% 52.4% 95 5.26%
AWMNH
5657
Arcadia Wealth Management (New Hampshire)
New Hampshire
$128M -$7.36M -5% 3.62% 50.2% 55 14.55%
MCM
5658
Mork Capital Management
California
$128M -$2.18M -2% 1.58% 45.7% 119 4.2%
BC
5659
Barnett & Company
Tennessee
$128M -$6.54M -5% 0.6% 50.8% 85 18.82%
AFA
5660
Atlas Financial Advisors
California
$128M +$56.9M +80% 6.2% 5.34% 45 40%
TC
5661
Tacita Capital
Ontario, Canada
$128M -$8.32M -6% 4.86% 60.3% 198 6.06%
IRM
5662
Income Research & Management
Massachusetts
$128M -$33.1M -21% 0% 0.7% 16 37.5%
PFMU
5663
Privium Fund Management (UK)
United Kingdom
$128M +$793K +0.6% 1.52% 27.7% 95 46.32%
PPG
5664
Peak Planning Group
Colorado
$128M -$6.87M -5% 2.35% 82.4% 78 7.69%
KHC
5665
Koesten Hirschmann & Crabtree
Kansas
$128M -$4.51M -3% 3.9% 62.6% 184 11.96%
HIP
5666
HPS Investment Partners
New York
$127M -$15.3M -11% 23.1% 55.9% 8 37.5%
HIP
5667
Hatteras Investment Partners
North Carolina
$127M -$20.9M -14% 13.7% 1 0%
BAM
5668
Boyar Asset Management
New York
$127M -$7.81M -6% 3.81% 58.4% 81 2.47%
LFA
5669
Lauterbach Financial Advisors
Texas
$127M -$3.51M -3% 2.17% 60.5% 62 4.84%
TFG
5670
Tilson Financial Group
New Jersey
$127M +$68.5M +116% 2.74% 39.3% 61 57.38%
PM
5671
Plustick Management
Virginia
$127M +$7.8M +7% 11.1% 1,098% 26 26.92%
MPIM
5672
McGinn Penninger Investment Management
Virginia
$127M -$11.4M -8% 4.23% 50.2% 28 14.29%
SWM
5673
Scissortail Wealth Management
Oklahoma
$127M +$5.06M +4% 0.73% 56.6% 57 49.12%
GCM
5674
Goldstream Capital Management
Hong Kong
$127M -$12.4M -9% 1.82% 403% 55 20%
CWM
5675
Chicago Wealth Management
Illinois
$127M -$4.28M -3% 3.24% 110% 44 18.18%