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
ETI
3701
Enterprise Trust & Investment
California
$163M +$2.24M +1% 208
FA
3702
Financial Advisors
Massachusetts
$163M +$7.32M +5% 59
BI
3703
Ballast Inc
Kentucky
$163M +$1.9M +1% 103
NL
3704
NVWM LLC
Pennsylvania
$163M -$3.03M -2% 427
IWA
3705
Intercontinental Wealth Advisors
Texas
$163M -$31M -16% 473
CHJWM
3706
Carlton Hofferkamp & Jenks Wealth Management
Texas
$163M -$3.17M -2% 98
PWSG
3707
Pacific Wealth Strategies Group
California
$162M +$2.84M +2% 85
UWPG
3708
Ullmann Wealth Partners Group
Florida
$162M +$2.31M +1% 67
SC
3709
Steginsky Capital
New York
$162M +$9.35M +6% 8
HCM
3710
Highlander Capital Management
New Jersey
$162M -$2.55M -2% 732
VMI
3711
VHCP Management III
New York
$162M -$52.2M -24% 20
WS
3712
Wela Strategies
Georgia
$162M +$4.28M +3% 36
CCM
3713
Clearfield Capital Management
New York
$162M -$26.8M -14% 14
NCM
3714
Neumann Capital Management
California
$162M +$504K +0.3% 73
FVCM
3715
F&V Capital Management
Florida
$161M -$6.52M -4% 61
GA
3716
Gagnon Advisors
New York
$161M -$13.9M -8% 33
TS
3717
Twin Securities
New York
$161M -$108M -40% 13
WAAG
3718
Wealth Alliance Advisory Group
Kansas
$161M -$1.34M -0.8% 134
LFA
3719
Landmark Financial Advisors
Kentucky
$161M -$2.49M -2% 62
AC
3720
Avestar Capital
New York
$161M +$3.04M +2% 998
EWM
3721
Essex Woodlands Management
Texas
$161M -$12.9M -7% 6
FLI
3722
Family Legacy Inc
South Carolina
$160M +$32.3M +25% 114
HCIA
3723
Hochman Cole Investment Advisors
Illinois
$160M -$7.55M -5% 114
HKIM
3724
Hayek Kallen Investment Management
Alabama
$160M +$2.41M +2% 69
SG
3725
StoneX Group
New York
$160M +$4.44M +3% 275