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
HPC
3926
Hobart Private Capital
North Carolina
$269M +$15.3M +6% 39
BFW
3927
Brady Family Wealth
Missouri
$269M +$15.4M +6% 118
TLP
3928
Tri Locum Partners
New York
$269M -$59.6M -18% 84
IWMA
3929
Ironwood Wealth Management (Arizona)
Arizona
$269M +$15.3M +6% 45
PC
3930
Permit Capital
Pennsylvania
$269M +$928K +0.3% 25
TFGT
3931
TS Financial Group (TSFG)
Illinois
$268M -$1.15M -0.4% 1,096
NC
3932
NovaPoint Capital
Georgia
$268M +$24M +10% 139
CMI
3933
Clare Market Investments
Texas
$268M +$28.7M +12% 144
MWAM
3934
Manhattan West Asset Management
California
$268M +$38.3M +17% 135
WPC
3935
White Pine Capital
Minnesota
$268M +$10.6M +4% 211
KWS
3936
Keystone Wealth Services
California
$268M +$23.2M +9% 212
VFPW
3937
Vantage Financial Partners (Wisconsin)
Wisconsin
$267M +$15.9M +6% 104
KC
3938
Knuff & Co
California
$267M +$14.3M +6% 132
WU
3939
Washington University
Missouri
$267M -$113M -30% 12
MLFP
3940
MPS Loria Financial Planners
Illinois
$266M +$18.7M +8% 78
PMA
3941
Prudent Man Advisors
Illinois
$266M +$10.2M +4% 219
EFMFI
3942
EnCap Flatrock Midstream Fund IV
Texas
$266M 1
CWM
3943
Cordatus Wealth Management
Pennsylvania
$266M +$187M +239% 169
SA
3944
Stewardship Advisors
Pennsylvania
$266M +$5.55M +2% 43
FA
3945
Flagstar Advisors
New York
$266M -$9.34M -3% 165
MA
3946
MYDA Advisors
New York
$266M +$28.1M +12% 158
EAIC
3947
Empower Annuity Insurance Company
Connecticut
$266M -$3.61M -1% 1
BA
3948
Ballast Advisors
Minnesota
$266M +$14.8M +6% 194
LRIA
3949
Leonard Rickey Investment Advisors
Washington
$266M +$9.09M +4% 73
LSWM
3950
Lorne Steinberg Wealth Management
Canada
$266M +$15.3M +6% 71