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
ZEP
3951
Zeno Equity Partners
United Kingdom
$333M -$24.6M -7% 17
HWM
3952
Heirloom Wealth Management
Colorado
$333M +$12.6M +4% 50
MKC
3953
M. Kraus & Co
Vermont
$333M -$8M -2% 84
OWA
3954
Opal Wealth Advisors
New York
$333M +$13.9M +4% 209
PWS
3955
Peterson Wealth Services
Utah
$333M +$20M +6% 236
EPP
3956
ETF Portfolio Partners
Kansas
$333M -$5.05M -1% 60
MAM
3957
McLean Asset Management
Virginia
$333M +$1.22M +0.4% 168
HNB
3958
Hilltop National Bank
Wyoming
$333M +$3.24M +1% 835
SWK
3959
Stephen W. Kidder
$332M -$6.24M -2% 75
SSI
3960
Scott & Selber Inc
Texas
$332M +$10.2M +3% 97
AP
3961
Agilis Partners
Massachusetts
$332M -$24.9M -7% 25
JCIA
3962
Jackson Creek Investment Advisors
Colorado
$332M -$5.58M -2% 366
GLCM
3963
Greenlea Lane Capital Management
Connecticut
$332M +$2.15M +0.7% 9
RCA
3964
Riverview Capital Advisers
Massachusetts
$331M +$6.77M +2% 92
WMA
3965
West Michigan Advisors
Michigan
$331M -$99K -0% 242
WKWM
3966
Walter & Keenan Wealth Management
Indiana
$331M +$1.75M +0.5% 156
FFG
3967
Frisch Financial Group
New York
$330M -$2.12M -0.6% 138
SP
3968
SWS Partners
Ohio
$330M +$16.3M +5% 125
PTP
3969
Platform Technology Partners
New York
$330M +$12.1M +4% 236
MC
3970
Muhlenkamp & Co
Pennsylvania
$329M +$3.13M +1% 30
NWAG
3971
Net Worth Advisory Group
Utah
$329M -$7.61M -2% 410
PFS
3972
Physicians Financial Services
North Carolina
$329M +$7.81M +2% 110
WP
3973
Westmount Partners
California
$329M -$3.37M -1% 235
STP
3974
Science & Technology Partners
New York
$329M 23
RWA
3975
Roberts Wealth Advisors
California
$329M +$20M +6% 105