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
MA
4326
Modus Advisors
Minnesota
$235M +$3.87M +2% 103
AI
4327
Acuitas Investments
Washington
$235M +$5.91M +3% 74
WBC
4328
West Branch Capital
Massachusetts
$235M +$27.1M +13% 482
BAS
4329
Brown Advisory Securities
Maryland
$235M -$103M -30% 250
SA
4330
Shilanski & Associates
Alaska
$235M +$19.6M +9% 127
MAMNY
4331
Marathon Asset Management (New York)
New York
$235M +$46.9M +25% 33
VAS
4332
VR Advisory Services
Cayman Islands
$235M -$12.7M -5% 90
MUAMU
4333
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$235M -$2.08M -0.9% 94
AAA
4334
Affinity Asset Advisors
New York
$234M -$16.8M -7% 87
PHAM
4335
Palisades Hudson Asset Management
Florida
$234M +$15.6M +7% 114
OAJ
4336
Ogorek Anthony Joseph
New York
$234M +$15M +7% 270
PCM
4337
Palouse Capital Management
Washington
$234M +$9.13M +4% 106
LIA
4338
LSP Investment Advisors
New York
$234M -$15M -6% 31
MPA
4339
Marvin & Palmer Associates
Delaware
$234M -$12.9M -5% 32
RS
4340
Retirement Solution
Washington
$234M +$16.5M +8% 50
HF
4341
Halpern Financial
Virginia
$234M +$17.9M +8% 310
SGH
4342
Sivik Global Healthcare
Connecticut
$233M -$56.4M -19% 60
CWAG
4343
Compton Wealth Advisory Group
Virginia
$233M +$20.4M +10% 76
SCP
4344
Syntal Capital Partners
Texas
$233M -$56.4M -19% 107
CI
4345
Chartist Inc
California
$233M +$22M +10% 38
GWANC
4346
Guardian Wealth Advisors (North Carolina)
North Carolina
$233M 245
Legacy Financial Group (Iowa)
4347
Legacy Financial Group (Iowa)
Iowa
$233M -$102M -30% 62
LSWM
4348
Lorne Steinberg Wealth Management
Canada
$233M +$26M +13% 68
RM
4349
RP Management
New York
$233M +$31.2M +16% 4
APW
4350
Acima Private Wealth
Virginia
$232M +$14.8M +7% 244