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
OPA
3651
Old Port Advisors
Maine
$259M -$35.3M -12% 232
MM
3652
Meridian Management
Arkansas
$258M -$56.9M -18% 86
CFS
3653
Cannon Financial Strategists
Georgia
$258M -$18.3M -7% 76
HLA
3654
Hamilton Lane Advisors
Pennsylvania
$258M -$189M -42% 85
SWK
3655
Stephen W. Kidder
$258M -$51.3M -17% 75
LRWA
3656
Long Run Wealth Advisors
New York
$258M -$28M -10% 97
MF
3657
Manchester Financial
California
$258M -$19.5M -7% 119
PCM
3658
Princeton Capital Management
New Jersey
$258M -$64M -20% 112
ECM
3659
Elgethun Capital Management
South Dakota
$258M -$37.2M -13% 118
MMPW
3660
Mitchell McLeod Pugh & Williams
Alabama
$258M -$40.4M -14% 234
VT
3661
Vise Technologies
New York
$258M -$8.45M -3% 329
CM
3662
Cartica Management
District of Columbia
$258M -$91.1M -26% 16
MA
3663
MONECO Advisors
Connecticut
$258M -$14.6M -5% 273
NL
3664
NVWM LLC
Pennsylvania
$257M -$58.1M -18% 599
TLP
3665
Trinity Legacy Partners
Texas
$257M -$38.9M -13% 109
DT
3666
Daniels + Tansey
Delaware
$257M -$38.6M -13% 33
FCM
3667
Firestone Capital Management
Florida
$257M -$48.1M -16% 127
LPIC
3668
LeJeune Puetz Investment Counsel
Michigan
$257M -$29.6M -10% 198
TSWM
3669
Triangle Securities Wealth Management
North Carolina
$257M -$42M -14% 177
CPFP
3670
Clear Perspectives Financial Planning
Ohio
$257M -$7.34M -3% 233
HFBOT
3671
Home Federal Bank of Tennessee
Tennessee
$256M -$35.6M -12% 76
HF
3672
Halpern Financial
Virginia
$256M -$14.7M -5% 353
HCM
3673
Harvey Capital Management
Florida
$256M -$67.6M -21% 79
HNW
3674
High Note Wealth
Minnesota
$256M -$27.2M -10% 104
PIM
3675
Progressive Investment Management
Oregon
$256M -$61.3M -19% 57