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
MCM
3776
Monarch Capital Management
Indiana
$360M -$5.35M -1% 117
OWA
3777
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 272
SCM
3778
Sollinda Capital Management
Florida
$359M -$4.43M -1% 76
RWM
3779
Rockline Wealth Management
New York
$359M -$14.9M -4% 103
PEA
3780
Park Edge Advisors
Ohio
$359M +$15.4M +4% 155
HIS
3781
Harvest Investment Services
Illinois
$359M -$49.3M -12% 367
EPAM
3782
Evelyn Partners Asset Management
$359M -$12.5M -3% 252
FGWP
3783
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 123
EWM
3784
EPG Wealth Management
Georgia
$359M -$20.6M -5% 435
ACG
3785
Arch Capital Group
Bermuda
$359M -$69.4M -16% 4
V
3786
VeraBank
Texas
$358M +$3.78M +1% 147
CG
3787
Castellan Group
Kentucky
$358M +$127M +55% 80
CP
3788
Capital Planning
Washington
$358M -$23.7M -6% 98
SL
3789
SWF LLC
Nebraska
$358M +$62.4M +21% 5
MSS
3790
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 192
PIM
3791
Progressive Investment Management
Oregon
$357M -$32.3M -8% 58
SCA
3792
St. Clair Advisors
Ohio
$357M +$8.66M +2% 82
ECA
3793
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 263
WG
3794
Watchman Group
Texas
$357M -$24M -6% 89
ICP
3795
Interchange Capital Partners
Pennsylvania
$357M +$81.3M +29% 282
DBIA
3796
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 211
SB
3797
Sunflower Bank
Texas
$357M -$3.05M -0.8% 130
AFG
3798
ABLE Financial Group
Arizona
$357M +$18M +5% 212
WMWM
3799
Whitaker-Myers Wealth Managers
Ohio
$357M +$13.6M +4% 148
SL
3800
Sentinus LLC
Illinois
$357M +$14.6M +4% 211