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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
SHFG
7876
S Harris Financial Group
Texas
$104M 1.88% 96
VFP
7877
Vilga Financial Planning
New Jersey
$104M 3.08% 81
LIP
7878
Lynch Investment Planning
Pennsylvania
$104M 1.84% 54
AC
7879
Arrow Capital
Australia
$104M -$82.2M -44% 8.92% 34 70.59%
SGOM
7880
SIP Global Opportunity Manager
New Hampshire
$104M 59.6% 1
NS
7881
Northland Securities
Minnesota
$104M 1.81% 111
SSA
7882
Shepherd Street Advisors
California
$104M 3.57% 88
EWM
7883
Elevation Wealth Management
Minnesota
$104M 3.85% 133
GC
7884
Grange Capital
Oregon
$104M +$748K +0.7% 0.85% 49 12.24%
ANBOT
7885
American National Bank of Texas
Texas
$104M -$2.12M -2% 1.58% 65 23.08%
AFA
7886
Aznar Financial Advisors
New Jersey
$104M 0.83% 31
OCM
7887
Obion Capital Management
Florida
$104M 2.67% 15
TCM
7888
Traub Capital Management
Massachusetts
$104M +$2.84M +3% 2.65% 146 12.33%
RPG
7889
Risk Paradigm Group
Texas
$104M 1.24% 52
JE
7890
Jacobs Equity
Utah
$104M 1.71% 106
TCRG
7891
Twin Cities Retirement Group
Minnesota
$104M 1.8% 24
APMC
7892
Alta Partners Management Company
Wyoming
$104M +$43.6M +73% 85.5% 2 0%
EEL
7893
Expect Equity LLC
Maryland
$103M +$1.07M +1% 7.95% 52 15.38%
TFA
7894
TrustWell Financial Advisors
Florida
$103M 6.21% 66
MFG
7895
Mann Financial Group
Minnesota
$103M +$2.15M +2% 1.39% 33 9.09%
KCA
7896
KVP Capital Advisors
California
$103M 167% 27
SHWA
7897
Safe Harbor Wealth Advisors
Ohio
$103M 1.84% 96
JWM
7898
JHP Wealth Management
Colorado
$103M 2.46% 33
WPWM
7899
Western Pacific Wealth Management
Illinois
$103M +$805K +0.8% 4.46% 45.5% 198 12.63%
AWM
7900
Athena Wealth Management
Nevada
$103M 3.44% 106