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
BC
3976
Breakline Capital
New York
$130M -$12.8M -9% 36
FAM
3977
Foothills Asset Management
Arizona
$130M -$146K -0.1% 63
LFWA
3978
LBJ Family Wealth Advisors
Texas
$130M +$6.12M +5% 17
HFA
3979
Huber Financial Advisors
Illinois
$130M +$20.7M +19% 105
HPC
3980
Hobart Private Capital
North Carolina
$130M +$7.63M +6% 157
CT
3981
Clearstead Trust
Maine
$130M +$18.4M +16% 225
WCM
3982
Weatherstone Capital Management
Colorado
$130M +$5.19M +4% 105
GP
3983
Geneva Partners
Wisconsin
$130M +$4.13M +3% 99
AM
3984
Account Management
Massachusetts
$130M +$11.9M +10% 26
SF
3985
Susquehanna Foundation
Pennsylvania
$130M +$9.53M +8% 4
MRI
3986
Mad River Investors
Massachusetts
$130M +$9.24M +8% 29
SWM
3987
Shakespeare Wealth Management
Wisconsin
$130M +$17.6M +16% 40
WCM
3988
Wildcat Capital Management
New York
$130M -$1.1M -0.8% 20
EWMCB
3989
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$129M +$6.55M +5% 39
EOCM
3990
Energy Opportunities Capital Management
Texas
$129M -$34.8M -21% 52
LS
3991
Lattice Strategies
Pennsylvania
$129M +$1.21M +0.9% 62
SC
3992
Steginsky Capital
New York
$129M +$17.9M +16% 8
SPI
3993
Santori & Peters Inc
Pennsylvania
$129M +$15.4M +14% 52
MSWM
3994
Mader & Shannon Wealth Management
Missouri
$129M +$46.3M +56% 23
PA
3995
PFG Advisors
Arizona
$129M +$15.5M +14% 166
LC
3996
Landaas & Company
Wisconsin
$129M +$3.64M +3% 355
LC
3997
Lubar & Co
Wisconsin
$129M +$46.1M +56% 14
AIA
3998
Arcadia Investment Advisors
Idaho
$129M +$2.35M +2% 77
WVP
3999
Worth Venture Partners
New Jersey
$129M +$12M +10% 180
DLHL
4000
Donald L. Hagan LLC
Florida
$128M +$4.63M +4% 94