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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
SHF
6676
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6677
Concorde Financial
Texas
$110M -$36.1M -25% 41
AFP
6678
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 88
OWG
6679
Oxford Wealth Group
Florida
$110M 60
NL
6680
NDWM LLC
California
$110M +$5.93M +6% 32
SHFA
6681
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 10
CS
6682
Crescent Sterling
Louisiana
$110M +$9.48M +9% 81
HC
6683
Hoese & Co
Minnesota
$110M +$7.53M +7% 146
GSP
6684
Grafton Street Partners
Florida
$110M +$11M +11% 12
VAM
6685
Vienna Asset Management
California
$110M -$338K -0.3% 56
OC
6686
OxenFree Capital
Florida
$109M +$12.2M +13% 41
DW
6687
Durante & Waters
New York
$109M +$5.7M +5% 32
EL
6688
EMFO LLC
Florida
$109M +$1.78M +2% 297
OFG
6689
OmniStar Financial Group
North Carolina
$109M +$29.5M +37% 154
LF
6690
LifePlan Financial
Minnesota
$109M +$9.29M +9% 95
FWM
6691
FMFE Wealth Management
New York
$109M +$7.48M +7% 25
DFC
6692
DB Fitzpatrick & Co
Idaho
$109M +$4.7M +5% 93
TI
6693
TrueMark Investments
Illinois
$109M +$8.4M +8% 115
WCBA
6694
Weaver C. Barksdale & Associates
Tennessee
$109M +$6.66M +7% 64
NBT
6695
Northwest Bank & Trust
Iowa
$109M -$2.09M -2% 201
IA
6696
Incentive AS
Norway
$109M +$740K +0.7% 1
ASM
6697
AI-Squared Management
Hong Kong
$109M +$30.2M +38% 24
GA
6698
Gordian Advisors
Arizona
$109M +$7.2M +7% 31
BSHC
6699
Breed's Hill Capital
Massachusetts
$109M +$5.39M +5% 97
CGF
6700
Constant Guidance Financial
Massachusetts
$109M +$10.4M +11% 48