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
IAS
4526
Investment Advisory Services
Texas
$127M +$9.54M +8% 77
WCM
4527
Washburn Capital Management
Florida
$127M +$17.9M +17% 55
OCM
4528
Orser Capital Management
Texas
$127M +$16.1M +15% 73
GWAG
4529
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 53
LFA
4530
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 37
SHA
4531
Seneca House Advisors
Virginia
$126M +$8.22M +7% 72
HCM
4532
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 82
MGB
4533
Mass General Brigham
Massachusetts
$126M 2
GB
4534
Gunma Bank
Japan
$126M +$29.6M +31% 22
DLHL
4535
Donald L. Hagan LLC
Florida
$126M +$11.1M +10% 90
MI
4536
Moneywise Inc
Virginia
$126M +$1.16M +0.9% 42
FCM
4537
Fortis Capital Management
Washington
$126M +$37.3M +42% 110
CT
4538
Clearstead Trust
Maine
$126M +$7.21M +6% 169
MWA
4539
Moser Wealth Advisors
Washington
$126M +$20.9M +20% 128
HWC
4540
Hill Winds Capital
New York
$126M +$56M +80% 41
NEPPG
4541
New England Professional Planning Group
Rhode Island
$126M -$3.89M -3% 47
NPP
4542
New Potomac Partners
Maryland
$126M +$13.6M +12% 134
KWA
4543
KCS Wealth Advisory
California
$125M +$4.6M +4% 149
SP
4544
Successful Portfolios
Florida
$125M +$11.6M +10% 181
ADBIC
4545
A.D. Beadell Investment Counsel
Wisconsin
$125M +$12M +11% 89
AAM
4546
Ascension Asset Management
New York
$125M 77
KCM
4547
Kempner Capital Management
Texas
$125M -$2.36M -2% 48
BFA
4548
Brendel Financial Advisors
New Hampshire
$125M +$8.94M +8% 84
HFG
4549
Heron Financial Group
New York
$125M +$13.1M +12% 133
AP
4550
Adero Partners
California
$125M +$28.7M +30% 90