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
3776
Old Port Advisors
Maine
$360M +$25.1M +8% 241
AA
3777
Addison Advisors
Vermont
$360M +$50.1M +16% 867
MFS
3778
Madrona Financial Services
Washington
$360M +$34.3M +11% 115
CWA
3779
Cornerstone Wealth Advisors
Minnesota
$360M +$25.6M +8% 50
WWP
3780
WR Wealth Planners
Missouri
$360M +$31.7M +10% 1,223
FFA
3781
Founders Financial Alliance
North Carolina
$359M +$22M +7% 600
LC
3782
Landaas & Company
Wisconsin
$359M +$31M +9% 92
HC
3783
Hourglass Capital
Texas
$359M +$22.7M +7% 108
GFWA
3784
Grey Fox Wealth Advisors
Delaware
$359M +$74.5M +26% 161
STAS
3785
Strong Tower Advisory Services
Minnesota
$359M +$54.1M +18% 107
S
3786
SimplyRich
California
$359M +$42.7M +14% 229
RCP
3787
Rothschild Capital Partners
New York
$359M +$8.54M +2% 49
HNWAG
3788
High Net Worth Advisory Group
Florida
$359M +$28.6M +9% 230
PDL
3789
Portfolio Design Labs
California
$358M +$34.3M +11% 147
IWM
3790
Integris Wealth Management
California
$358M +$11.8M +3% 106
ZEP
3791
Zeno Equity Partners
United Kingdom
$358M -$14.7M -4% 17
DC
3792
DeDora Capital
California
$358M +$32.4M +10% 111
GL
3793
Globe Life
Texas
$357M +$26.2M +8% 2
TCCM
3794
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 144
AP
3795
Agilis Partners
Massachusetts
$357M +$28.5M +9% 25
MIA
3796
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 135
HIM
3797
Hanlon Investment Management
New Jersey
$357M +$19M +6% 194
CP
3798
Capital Planning
Washington
$357M +$23M +7% 89
TCM
3799
Tybourne Capital Management
Hong Kong
$357M -$135M -27% 45
SAS
3800
Sage Advisory Services
Texas
$356M $0 0% 46