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
C
4401
Clearshares
New York
$109M +$6.12M +6% 35
AWA
4402
Acorn Wealth Advisors
Michigan
$109M -$1.51M -1% 133
TFA
4403
TPG Financial Advisors
Oregon
$109M +$5.75M +6% 43
EI
4404
EDMP Inc
Florida
$109M +$6.64M +6% 55
BHWA
4405
Beacon Harbor Wealth Advisors
Virginia
$109M 41
SHA
4406
Seneca House Advisors
Virginia
$109M -$6.05M -5% 97
TA
4407
TCG Advisors
Texas
$109M -$631K -0.6% 588
AM
4408
Atwater Malick
Pennsylvania
$109M +$6.78M +7% 36
FMB
4409
Field & Main Bank
Kentucky
$109M +$2.97M +3% 211
ACH
4410
Axis Capital Holdings
Bermuda
$109M +$3.9M +4% 2
LAIC
4411
Lederer & Associates Investment Counsel
California
$109M +$1.49M +1% 93
YEPX
4412
Yorktown Energy Partners X
New York
$109M +$13.2M +14% 3
HFA
4413
Hoover Financial Advisors
Pennsylvania
$109M +$4.09M +4% 66
SCM
4414
Shoals Capital Management
Virginia
$109M -$3.66M -3% 21
NWS
4415
Newport Wealth Strategies
California
$109M +$9.37M +9% 83
TC
4416
Trust Company
Kansas
$109M -$62.9M -37% 351
EM
4417
Excalibur Management
Massachusetts
$109M +$2.45M +2% 64
BAM
4418
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 79
SRCM
4419
Swift Run Capital Management
Virginia
$108M $0 0% 41
SWM
4420
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 29
BP
4421
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 2
CA
4422
Claro Advisors
Massachusetts
$108M +$7.38M +7% 168
GWCM
4423
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 109
GAM
4424
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 106
RHDIC
4425
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 47