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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
HWMT
5776
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 39
CASB
5777
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 91
PBO
5778
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 127
RFA
5779
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 187
MAG
5780
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 169
JIM
5781
JCP Investment Management
Texas
$170M +$49.1M +41% 19
KSWWM
5782
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 76
CC
5783
Carlson Capital
Texas
$170M +$3.68M +2% 34
TS
5784
Twin Securities
New York
$170M +$84M +98% 18
LHA
5785
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 7
KFP
5786
Keener Financial Planning
Texas
$169M +$16.6M +11% 199
EWM
5787
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 54
AWA
5788
Aletheian Wealth Advisors
Washington
$169M -$2.1M -1% 84
BMA
5789
Brooks Moore & Associates
Tennessee
$169M -$199K -0.1% 97
KAM
5790
Krensavage Asset Management
New York
$169M -$9.44M -5% 13
SHCM
5791
Stone House Capital Management
Florida
$169M -$5.47M -3% 4
CMTU
5792
Capital Markets Trading (UK)
United Kingdom
$169M +$60.6M +56% 123
LWM
5793
Latko Wealth Management
Illinois
$169M +$3.74M +2% 32
MWM
5794
Maripau Wealth Management
Indiana
$169M +$53.1M +46% 142
TVM
5795
True Vision MN
Minnesota
$169M +$1.38M +0.8% 118
PFA
5796
Plotkin Financial Advisors
Maryland
$168M +$1.39M +0.8% 94
WAG
5797
Wheelhouse Advisory Group
Missouri
$168M +$13.1M +8% 44
HWM
5798
HRC Wealth Management
Idaho
$168M +$13.6M +9% 52
JP
5799
JNE Partners
United Kingdom
$168M +$82.3M +96% 7
GFP
5800
Guardian Financial Partners
California
$168M +$8.39M +5% 49