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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
HA
7801
Helium Advisors
Washington
$105M +$6.36M +6% 2.17% 99 23.23%
ACA
7802
Alpha Capital Advisors
Maine
$105M -$2.71M -3% 1.82% 33 3.03%
NS
7803
Northland Securities
Minnesota
$105M +$751K +0.7% 2.75% 118 15.25%
SHF
7804
Safe Harbor Fiduciary
Florida
$105M -$8.17M -7% 0.72% 229 75.11%
ANBOT
7805
American National Bank of Texas
Texas
$105M +$826K +0.8% 0.62% 61 13.11%
AFG
7806
Artesa Financial Group
Texas
$105M +$7.73M +8% 6.62% 57 19.3%
EW
7807
Expressive Wealth
Illinois
$105M +$12.3M +13% 0.06% 167 49.1%
WCBA
7808
Weaver C. Barksdale & Associates
Tennessee
$105M +$9.57M +10% 4.52% 40.1% 64 6.25%
P
7809
Palladiem
Pennsylvania
$105M -$687K -0.7% 0.26% 170 10.59%
FCM
7810
Fell Capital Management
California
$105M +$2.23M +2% 0.65% 92 3.26%
SPW
7811
Signet Private Wealth
Illinois
$105M +$264K +0.3% 0.46% 138 29.71%
WIM
7812
Waycross Investment Management
Washington
$105M -$9.03M -8% 0.06% 47.6% 50 18%
MAM
7813
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 0.57% 97 12.37%
JWM
7814
JHP Wealth Management
Colorado
$105M +$1.34M +1% 1.17% 34 8.82%
GCP
7815
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 0.49% 98 27.55%
CFCS
7816
CDM Financial Counseling Services
Connecticut
$105M -$2.25M -2% 3.11% 83 4.82%
FWM
7817
Forteris Wealth Management
New York
$104M +$2.88M +3% 1.32% 72 12.5%
KCA
7818
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 3.55% 20 10%
SWM
7819
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 1.8% 38 5.26%
BWS
7820
BFI Wealth Solutions
Texas
$104M -$702K -0.7% 1.07% 76 5.26%
EEL
7821
Expect Equity LLC
Maryland
$104M +$741K +0.7% 4.14% 53 20.75%
TP
7822
Trailhead Planners
Minnesota
$104M +$2.39M +2% 2.38% 52 7.69%
BI
7823
Breachway Investments
Rhode Island
$104M +$9.36M +10% 1.07% 99 4.04%
JMA
7824
J.M. Arbour
Maine
$104M +$3.95M +4% 1.08% 131 23.66%
FWWM
7825
Fiscal Wisdom Wealth Management
Connecticut
$104M -$1.97M -2% 18.2% 103 27.18%