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
IFG
4376
Investors Financial Group
Minnesota
$99M -$23.9M -19% 148
WMA
4377
Wealth Management Associates
New Jersey
$99M -$40.8M -29% 153
YMRC
4378
Yorktown Management & Research Company
Virginia
$98.9M -$87.3M -47% 341
SP
4379
Successful Portfolios
Florida
$98.9M -$13.5M -12% 174
RA
4380
Riverstone Advisors
Texas
$98.9M -$35M -26% 44
NWM
4381
Northwest Wealth Management
Iowa
$98.8M -$10.3M -9% 113
OWP
4382
Old Well Partners
North Carolina
$98.7M -$25.3M -20% 35
SWG
4383
Summit Wealth Group
Vermont
$98.7M -$7.28M -7% 29
BHBT
4384
Burke & Herbert Bank & Trust
Virginia
$98.7M -$31.1M -24% 136
RI
4385
Ridgewood Investments
New Jersey
$98.6M -$42.5M -30% 208
JF
4386
JSF Financial
California
$98.5M -$2.56M -3% 75
HSWM
4387
Hubbell Strickland Wealth Management
Louisiana
$98.5M -$25.3M -20% 60
CFO
4388
CVA Family Office
Colorado
$98.5M -$10M -9% 305
ICM
4389
IMS Capital Management
Oregon
$98.4M -$47M -32% 147
BIP
4390
Blueprint Investment Partners
North Carolina
$98.3M -$27.5M -22% 29
KWA
4391
KCS Wealth Advisory
California
$98.3M -$35.3M -26% 159
AIA
4392
Armor Investment Advisors
North Carolina
$98M -$30.8M -24% 156
NC
4393
Naman Capital
Brazil
$97.9M -$6.46M -6% 18
HCM
4394
Hall Capital Management
Rhode Island
$97.9M -$24.9M -20% 86
VIM
4395
Vista Investment Management
Pennsylvania
$97.9M -$35.3M -27% 146
AP
4396
Americana Partners
Texas
$97.8M -$80.8M -45% 597
MA
4397
MONECO Advisors
Connecticut
$97.7M -$42.6M -30% 161
EC
4398
Edenbrook Capital
New York
$97.7M -$30M -24% 16
GIM
4399
Guardian Investment Management
California
$97.6M -$28.2M -22% 62
HGWM
4400
Harvest Group Wealth Management
Massachusetts
$97.6M -$16.9M -15% 1,198