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
HF
3951
Halpern Financial
Virginia
$271M +$37.5M +16% 281
SC
3952
Searle & Co
Connecticut
$271M -$3.81M -1% 164
ER
3953
EVR Research
Virginia
$271M +$56.9M +27% 35
MRWM
3954
ML&R Wealth Management
Texas
$271M +$1.71M +0.6% 58
CNC
3955
Citizens & Northern Corp
Pennsylvania
$271M -$8.32M -3% 105
SRC
3956
Stone Run Capital
New York
$271M -$39M -13% 65
FAP
3957
Financial Advisory Partners
Florida
$270M -$3.48M -1% 73
AA
3958
AlphaMark Advisors
Kentucky
$270M -$15.7M -5% 675
HKIM
3959
Hayek Kallen Investment Management
Alabama
$270M -$10.4M -4% 97
WA
3960
Wealthstar Advisors
Texas
$270M -$21.6M -7% 105
SFG
3961
Sovereign Financial Group
Connecticut
$270M +$25.4M +10% 229
SCM
3962
Stordahl Capital Management
Colorado
$270M +$968K +0.4% 56
LC
3963
Lodbrok Capital
United Kingdom
$269M +$25M +10% 5
TFCM
3964
Taylor Frigon Capital Management
Arizona
$269M -$49.7M -16% 95
FA
3965
Forefront Analytics
Pennsylvania
$269M -$29.5M -10% 73
CSUI
3966
Cincinnati Specialty Underwriters Insurance
Ohio
$269M -$17.9M -6% 38
UIA
3967
UBP Investment Advisors
Switzerland
$269M -$5.78M -2% 105
DBRC
3968
D.B. Root & Company
Pennsylvania
$269M -$8.7M -3% 196
RAM
3969
Roanoke Asset Management
New Jersey
$269M -$33.3M -11% 123
ECML
3970
Eagle Capital Management (Louisiana)
Louisiana
$268M -$113M -30% 49
MC
3971
Meteora Capital
Florida
$268M 180
DCM
3972
Davidson Capital Management
Texas
$268M +$85.6M +47% 102
BZWA
3973
Blue Zone Wealth Advisors
California
$268M -$34.4M -11% 113
QPWM
3974
Quadrant Private Wealth Management
Pennsylvania
$268M -$1.02M -0.4% 224
MC
3975
MSD Capital
New York
$268M -$10.1M -4% 5