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
FNBOMD
3576
First National Bank of Mount Dora
Florida
$287M +$10.7M +4% 122
ME
3577
McIlrath & Eck
Washington
$287M +$16.7M +6% 799
MWP
3578
Moller Wealth Partners
$287M +$44.9M +19% 54
W
3579
WealthStone
Ohio
$287M +$4.87M +2% 297
GEA
3580
Glen Eagle Advisors
New Jersey
$286M +$32.4M +13% 1,037
HI
3581
Hoey Investments
Pennsylvania
$286M +$13.2M +5% 259
AW
3582
Avion Wealth
Texas
$286M -$31.7M -10% 399
MW
3583
MBL Wealth
North Carolina
$286M +$33.5M +13% 155
SPIO
3584
Seven Post Investment Office
California
$286M +$40.1M +16% 45
JAG
3585
Journey Advisory Group
Kentucky
$286M +$18.6M +7% 195
PCM
3586
Poehling Capital Management
Wisconsin
$286M +$33.6M +13% 167
CIA
3587
Capital Impact Advisors
Massachusetts
$286M -$122M -30% 143
APC
3588
Aspire Private Capital
North Carolina
$286M +$23.9M +9% 631
ODG
3589
O'Dell Group
Ohio
$286M +$28.6M +11% 77
PCI
3590
Pacifica Capital Investments
Texas
$285M +$16.1M +6% 19
HW
3591
Hedeker Wealth
Illinois
$285M -$1.19M -0.4% 66
EIG
3592
Ellenbecker Investment Group
Wisconsin
$285M +$14M +5% 67
LK
3593
Lumbard & Kellner
New Hampshire
$284M +$30.4M +12% 105
JAM
3594
JCIC Asset Management
Ontario, Canada
$284M +$36.1M +15% 137
PIM
3595
Progressive Investment Management
Oregon
$284M +$6.1M +2% 44
SHCM
3596
Silver Heights Capital Management
Ontario, Canada
$284M +$17.5M +7% 7
MWM
3597
Mattern Wealth Management
Kansas
$284M +$19.3M +7% 163
PWM
3598
Praetorian Wealth Management
California
$284M +$21.8M +8% 62
JSL
3599
JT Stratford LLC
Georgia
$284M +$16.9M +6% 212
TCMG
3600
TSP Capital Management Group
New Jersey
$284M +$2.16M +0.8% 55