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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
AFS
6426
AFG Fiduciary Services
Massachusetts
$169M +$2.47M +1% 97
LOIP
6427
Live Oak Investment Partners
Texas
$169M +$6.67M +4% 98
ULWM
6428
Upper Left Wealth Management
Florida
$169M +$5.32M +3% 70
NWM
6429
Navigoe Wealth Management
California
$169M +$7.3M +5% 277
SHFA
6430
Sherrill & Hutchins Financial Advisory
Georgia
$169M +$28.3M +20% 18
EWA
6431
Emergent Wealth Advisors
New York
$169M -$8.6M -5% 151
UFPG
6432
United Financial Planning Group
New York
$169M +$4.34M +3% 660
SNBOSCI
6433
Security National Bank of Sioux City Iowa
Iowa
$169M +$13.4M +9% 107
FVM
6434
Forerunner Ventures Management
California
$169M -$58.2M -26% 1
TCM
6435
Thoma Capital Management
Maryland
$169M -$4.48M -3% 62
DF
6436
Daviman Financial
Indiana
$169M -$1.32M -0.8% 95
GFL
6437
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 175
MHIP
6438
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 250
WAC
6439
William Allan Corp
Colorado
$169M -$7.29M -4% 62
MG
6440
McHugh Group
Ohio
$169M -$6.81M -4% 86
AFP
6441
Alpha Financial Partners
Kentucky
$169M +$5.11M +3% 105
CIA
6442
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 121
TC
6443
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 256
MFA
6444
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 82
WSFG
6445
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 667
PP
6446
Pingora Partners
Wyoming
$169M +$5.17M +3% 208
IRM
6447
Income Research & Management
Massachusetts
$169M -$21.8M -11% 32
CRCM
6448
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 34
LHA
6449
Little Harbor Advisors
Massachusetts
$168M -$25.4M -13% 8
ONST
6450
Old North State Trust
North Carolina
$168M -$709K -0.4% 156