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
HPIA
3426
Hamilton Point Investment Advisors
North Carolina
$122M +$5.41M +5% 67
FIM
3427
Fernwood Investment Management
Massachusetts
$122M +$4.05M +3% 117
IAMOG
3428
Investors Asset Management of Georgia
Georgia
$122M +$5.94M +5% 142
CWM
3429
Catamount Wealth Management
Connecticut
$121M +$16.6M +16% 205
TF
3430
Trutina Financial
Washington
$121M -$3.61M -3% 70
EFEM
3431
Eos Focused Equity Management
New York
$121M 35
WFG
3432
Wills Financial Group
Virginia
$121M -$1.94M -2% 87
HWA
3433
Heritage Wealth Advisors
Virginia
$121M +$9.25M +8% 98
LIM
3434
Lorem Ipsum Management
New York
$121M +$22.8M +23% 35
SAM
3435
Smithbridge Asset Management
Pennsylvania
$121M -$1.09M -0.9% 53
PCA
3436
Peddock Capital Advisors
Massachusetts
$121M -$2.45M -2% 103
GCMG
3437
Gyroscope Capital Management Group
Florida
$121M -$512K -0.4% 78
AP
3438
Agilis Partners
Massachusetts
$121M +$10.5M +10% 15
TNAM
3439
Terra Nova Asset Management
New York
$121M 117
PMLI
3440
Penn Mutual Life Insurance
Pennsylvania
$121M +$36.5M +43% 19
SAMH
3441
Shanda Asset Management Holdings
British Virgin Islands
$121M -$7.96M -6% 15
WIM
3442
Wingspan Investment Management
New York
$121M -$4M -3% 23
HW
3443
Hedeker Wealth
Illinois
$120M -$3.38M -3% 174
WWM
3444
Willingdon Wealth Management
North Carolina
$120M -$38.5M -24% 95
TSBJ
3445
Trevor, Stewart, Burton & Jacobsen
New York
$120M -$4.96M -4% 60
JAM
3446
Jolley Asset Management
North Carolina
$120M -$369K -0.3% 129
GWA
3447
Genesis Wealth Advisors
Massachusetts
$120M -$5.73M -5% 518
FMA
3448
FNY Managed Accounts
New York
$120M +$35.4M +42% 424
MAMNY
3449
Marathon Asset Management (New York)
New York
$120M -$99.8M -45% 26
NMM
3450
NGP MR Management
Texas
$120M -$2.21M -2% 2