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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
AWA
6751
AmeriServ Wealth Advisors
Pennsylvania
$157M -$15.4M -9% 2.41% 62 9.68%
CAP
6752
Columbia Advisory Partners
Washington
$157M +$9.88M +7% 1.1% 63.7% 107 29.91%
FNBOH
6753
First National Bank of Hutchinson
Kansas
$157M -$14.1M -8% 1.07% 121% 99 25.25%
DIS
6754
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 9.11% 86% 56 12.5%
CC
6755
Cultivar Capital
Texas
$156M +$266K +0.2% 4.45% 50 22%
LAM
6756
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 3.19% 65.3% 112 10.71%
CMP
6757
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 0.13% 84 10.71%
HAM
6758
Harber Asset Management
North Carolina
$156M -$82.1M -34% 10.4% 63.6% 49 51.02%
CPA
6759
Compass Planning Associates
Massachusetts
$156M +$12M +8% 0.75% 31 6.45%
MCA
6760
McGuire Capital Advisors
Oklahoma
$156M -$1.01M -0.6% 2.3% 1,023 22.97%
PMSA
6761
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 0.63% 166 5.42%
BCM
6762
Bluefin Capital Management
New York
$156M -$248M -61% 2.94% 249 72.29%
IWA
6763
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 0.3% 102 15.69%
CFG
6764
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 1.1% 73 1.37%
BCM
6765
BML Capital Management
Indiana
$156M +$40.1M +35% 28.6% 349% 19 31.58%
AIS
6766
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 0.42% 83 16.87%
BWM
6767
BNB Wealth Management
Maryland
$156M +$535K +0.3% 1.22% 95 12.63%
WCM
6768
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 1.45% 146 10.27%
ACA
6769
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 0.85% 45 8.89%
PFO
6770
Pioneer Family Office
Florida
$156M +$7.67M +5% 2.85% 143 31.47%
HCWM
6771
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 1.64% 127 33.86%
SCS
6772
Southern Capital Services
Alabama
$156M -$3.08M -2% 0.77% 29 6.9%
GSWA
6773
Good Steward Wealth Advisors
Tennessee
$156M +$4M +3% 1.15% 73 10.96%
WAS
6774
Westco Advisory Services
New York
$156M -$7.24M -4% 1.24% 113 25.66%
DWM
6775
DeLarme Wealth Management
California
$155M +$14.4M +10% 0.56% 67 13.43%