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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
SP
6326
SIH Partners
Delaware
$125M 13.2% 15
FAFN
6327
First Affirmative Financial Network
Colorado
$125M +$23M +23% 10.6% 255 21.18%
WFAG
6328
Worth Financial Advisory Group
North Carolina
$125M +$14.3M +13% 10.3% 82.9% 133 9.02%
LC
6329
Lakehouse Capital
Australia
$125M +$14.2M +13% 18.1% 47.2% 14 0%
LWM
6330
Lionsbridge Wealth Management
Florida
$125M +$19.6M +19% 7.43% 66% 57 28.07%
HP
6331
Highlander Partners
Texas
$125M +$23.8M +24% 16.2% 241% 26 3.85%
VF
6332
VitalStone Financial
Texas
$125M +$6.63M +6% 8.17% 619 25.53%
OFS
6333
Orrstown Financial Services
Pennsylvania
$125M 11.2% 74
HWMC
6334
Heritage Wealth Management (California)
California
$125M 9.49% 112
PCMU
6335
Paragon Capital Management (Utah)
Utah
$125M +$7.84M +7% 9.89% 69.4% 76 26.32%
MFFIA
6336
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$125M +$6.46M +5% 6.65% 136% 69 10.14%
MFA
6337
Millington Financial Advisors
Illinois
$125M +$13.4M +12% 10.8% 77.5% 86 22.09%
ECP
6338
Epacria Capital Partners
Colorado
$125M +$4.08M +3% 4.93% 89.1% 64 21.88%
PBK
6339
Peoples Bank (Kansas)
Kansas
$125M +$7.93M +7% 8.83% 63.3% 277 6.14%
AA
6340
Atmos Advisory
Pennsylvania
$125M +$7.64M +7% 8.13% 30.2% 21 4.76%
SCM
6341
Segra Capital Management
Florida
$125M -$14.8M -11% 12% 37.2% 6 33.33%
HIA
6342
Harvest Investment Advisors
Florida
$125M +$13M +12% 12.3% 78.3% 52 1.92%
AC
6343
Amitell Capital
Singapore
$125M -$62.9M -34% 8.77% 196% 39 20.51%
BW
6344
Basepoint Wealth
Iowa
$124M +$1.89M +2% 9.43% 113% 103 3.88%
2P
6345
26North Partners
New York
$124M +$5M +4% 12.1% 77.8% 3 0%
IW
6346
Imprint Wealth
South Carolina
$124M +$6.19M +5% 8.66% 166 15.06%
TVM
6347
True Vision MN
Minnesota
$124M 9.81% 86
CM
6348
CM Management
Florida
$124M +$30.2M +32% 25.6% 110% 77 22.08%
LFA
6349
Longview Financial Advisors
Alabama
$124M 5.82% 39
LFA
6350
Legend Financial Advisors
Pennsylvania
$124M +$7.22M +6% 11.3% 117% 207 15.94%