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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
SHFA
7101
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 13
DWM
7102
DeLarme Wealth Management
California
$141M 62
IAG
7103
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 107
BRIA
7104
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 97
HB
7105
Hauser Brothers
Germany
$141M +$16.6M +13% 6
BCM
7106
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 10
BC
7107
Bulwark Capital
Florida
$141M +$12.1M +9% 103
KCAM
7108
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 64
PHIC
7109
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 121
PWA
7110
Perspective Wealth Advisors
Colorado
$140M 55
BCP
7111
Breakout Capital Partners
New York
$140M -$16.6M -11% 8
AWA
7112
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 58
EW
7113
Entruity Wealth
California
$140M +$11.5M +9% 45
BCI
7114
Blue Capital Inc
Nebraska
$140M +$5.67M +4% 109
CCA
7115
Cottonwood Capital Advisors
Utah
$140M +$2.99M +2% 89
HC
7116
Hoese & Co
Minnesota
$140M +$9.45M +7% 141
RWP
7117
Ridgeline Wealth Planning
Ohio
$140M +$7M +5% 50
CWM
7118
Copia Wealth Management
Oregon
$140M +$5.39M +4% 539
KAM
7119
Kopion Asset Management
Texas
$140M -$14.4M -9% 19
EC
7120
Enhancing Capital
Pennsylvania
$140M +$3.12M +2% 93
GCM
7121
Gambit Capital Management
Tennessee
$140M 86
PCM
7122
Park Capital Management
Wisconsin
$140M +$14.8M +12% 88
WCM
7123
WealthTrak Capital Management
Virginia
$140M +$18.2M +15% 78
MFS
7124
Monetta Financial Services
Illinois
$140M -$3.2M -2% 72
MHIP
7125
Mountain Hill Investment Partners
New Jersey
$140M +$25.5M +22% 233