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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
AA
6651
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 3.19% 30.2% 32 37.5%
OS
6652
Objectivity Squared
South Carolina
$144M +$83.7K +0.1% 0.31% 55 20%
HFA
6653
Hippocratic Financial Advisors
California
$144M 1.22% 21
MWM
6654
Magnolia Wealth Management
Alabama
$144M +$3.18M +2% 1.54% 45.4% 13 7.69%
PWSG
6655
Pacific Wealth Strategies Group
California
$144M +$8.97M +7% 1.77% 75.5% 57 17.54%
LAS
6656
LWM Advisory Services
Florida
$144M +$8.81M +7% 1.76% 64.9% 99 10.1%
CA
6657
Carson Advisory
Georgia
$144M -$15.5M -10% 0.5% 68.6% 188 22.34%
VFG
6658
Valley Financial Group
Pennsylvania
$144M +$658K +0.5% 1.57% 60 8.33%
GC
6659
Gould Capital
Washington
$144M -$8.31M -5% 2.32% 60.1% 223 6.73%
MIM
6660
Merrion Investment Management
New Jersey
$144M -$7.82M -5% 6.5% 166% 109 12.84%
IIL
6661
Insight Inv LLC
California
$144M +$24.4M +21% 3.29% 136% 126 30.95%
CSI
6662
Cross Staff Investments
New York
$144M +$14M +11% 4.9% 81.2% 130 8.46%
4A
6663
4D Advisors
California
$143M 3.63% 35
EWS
6664
Evergreen Wealth Solutions
Pennsylvania
$143M -$3.8M -3% 3.39% 70.9% 120 23.33%
SMF
6665
Sterling Manor Financial
New York
$143M -$4.27M -3% 0.45% 42.4% 29 6.9%
IIM
6666
InTrack Investment Management
Vermont
$143M +$2.28M +2% 4.19% 84.9% 127 20.47%
TCM
6667
Tao Capital Management
California
$143M +$32.9M +30% 36.7% 314% 10 0%
LIA
6668
LSP Investment Advisors
New York
$143M -$42.4M -23% 1.86% 79.5% 27 25.93%
LAIC
6669
Lederer & Associates Investment Counsel
California
$143M +$1.11M +0.8% 2.01% 75.5% 88 7.95%
OPW
6670
Osprey Private Wealth
New York
$143M +$483K +0.3% 0.91% 50 6%
MAM
6671
Mainsail Asset Management
Alabama
$143M +$8.17M +6% 1.82% 69 18.84%
SNBOSCI
6672
Security National Bank of Sioux City Iowa
Iowa
$143M -$20.9M -13% 2.77% 52.4% 111 22.52%
AIM
6673
AHL Investment Management
Florida
$143M -$2.15M -1% 1.78% 57.7% 70 8.57%
CNHF
6674
Conrad N. Hilton Foundation
California
$143M -$96.2M -40% 0.63% 5 20%
CastleKeep Investment Advisors
6675
CastleKeep Investment Advisors
Connecticut
$143M -$3.73M -3% 1.01% 115 44.35%