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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
FNWA
6826
Financial Network Wealth Advisors
Utah
$93.9M 9.04% 114
HI
6827
Harper Investing
California
$93.9M +$6.65M +8% 1.56% 53.4% 19 15.79%
SPWM
6828
Spartan Planning & Wealth Management
North Carolina
$93.8M +$8.49M +10% 10.8% 200 22.5%
ACM
6829
Ativo Capital Management
Illinois
$93.6M +$5.11M +6% 6.44% 57.9% 59 18.64%
LM
6830
Lansing Management
New York
$93.5M +$6.02M +7% 10.9% 87.3% 7 14.29%
UOP
6831
University of Pittsburgh
Pennsylvania
$93.4M +$9.61M +11% 6.31% 43.1% 2 0%
MCI
6832
MRP Capital Investments
Georgia
$93M +$2.6M +3% 12.6% 153% 110 32.73%
FWM
6833
Fingerlakes Wealth Management
New York
$93M +$11.2M +14% 12% 80.2% 86 6.98%
CCFP
6834
Charles Carroll Financial Partners
Massachusetts
$93M +$12.4M +15% 18.9% 41 12.2%
RAM
6835
Revere Asset Management
Texas
$92.9M +$51.7M +125% 26% 21 85.71%
ITVII
6836
IDG Technology Venture Investment IV
Hong Kong
$92.6M +$12M +15% 131% 420% 3 0%
TIMH
6837
Tilt Investment Management Holdings
New York
$92.6M -$47.5M -34% 13.3% 158 45.57%
IW
6838
Instrumental Wealth
Florida
$92.6M +$6.94M +8% 10.1% 34.2% 42 16.67%
TBNY
6839
Trustco Bank (New York)
New York
$92.5M +$4.74M +5% 9.37% 84.3% 75 8%
IAM
6840
Impala Asset Management
Florida
$92.5M -$22M -19% 5.3% 102% 26 73.08%
HPM
6841
Hudson Portfolio Management
New York
$92.3M +$4.42M +5% 10.7% 103 4.85%
SFS
6842
Sharp Financial Services
Pennsylvania
$92.2M 9.26% 83
BCM
6843
Brightline Capital Management
Florida
$92.2M +$67.8M +277% 21.3% 778% 12 83.33%
FCT
6844
First Community Trust
Iowa
$92.2M +$4.72M +5% 10.7% 111% 302 9.6%
BWA
6845
BCU Wealth Advisors
Illinois
$92.1M 9.37% 39
RRCP
6846
Rip Road Capital Partners
Massachusetts
$92M -$7.9M -8% 14.6% 121% 16 50%
PGWM
6847
Pitti Group Wealth Management
New York
$91.9M +$4.5M +5% 9.59% 62% 66 10.61%
OCM
6848
Orser Capital Management
Texas
$91.7M -$9.36M -9% 10.4% 122% 52 19.23%
1IA
6849
1620 Investment Advisors
Massachusetts
$91.5M +$3.2M +4% 8.39% 68.9% 159 25.79%
BM
6850
Brandywine Managers
Delaware
$91.3M +$32.1M +54% 27.5% 53.1% 44 18.18%