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
GPWA
3676
Great Point Wealth Advisors
Massachusetts
$291M +$4.36M +2% 53
IP
3677
Isomer Partners
New York
$291M -$21.9M -7% 26
JFA
3678
Johanson Financial Advisors
California
$290M -$5.29M -2% 125
JAMH
3679
Junson Asset Management (HK)
Hong Kong
$290M +$39.4M +16% 37
AC
3680
Asio Capital
Kentucky
$290M +$6.86M +2% 114
ACM
3681
ADW Capital Management
Florida
$290M -$49.7M -15% 7
EGWAG
3682
Elwood & Goetz Wealth Advisory Group
Georgia
$290M +$23.7M +9% 55
SGH
3683
Sivik Global Healthcare
Connecticut
$290M -$8.2M -3% 61
ECM
3684
Elgethun Capital Management
South Dakota
$290M -$973K -0.3% 107
SFA
3685
Semmax Financial Advisors
North Carolina
$290M -$23.3M -7% 282
KCP
3686
KDI Capital Partners
North Carolina
$290M -$14M -5% 33
SCP
3687
Syntal Capital Partners
Texas
$290M +$5.89M +2% 138
WAM
3688
WNY Asset Management
New York
$289M +$10.3M +4% 162
MSA
3689
Marino Stram & Associates
Massachusetts
$289M -$93.8M -24% 310
DE
3690
Day & Ennis
Georgia
$289M +$690K +0.2% 127
ACM
3691
Analog Century Management
New York
$289M +$39.6M +16% 21
DT
3692
Daniels + Tansey
Delaware
$289M +$1.14M +0.4% 34
BZWA
3693
Blue Zone Wealth Advisors
California
$288M +$22M +8% 102
BAM
3694
Bullseye Asset Management
Colorado
$288M -$8.53M -3% 108
AEPIP
3695
AH Equity Partners III (Parallel)
California
$288M +$15.1M +6% 2
HC
3696
Hillman Company
Pennsylvania
$287M -$104M -26% 12
WAS
3697
Winch Advisory Services
Wisconsin
$287M +$8.83M +3% 542
BT
3698
Brandywine Trust
Delaware
$287M -$29.2M -9% 33
MCA
3699
Magnolia Capital Advisors
Mississippi
$287M +$60.7M +27% 203
WSC
3700
Wellington Shields & Co
New York
$287M -$16.4M -5% 230