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
LB
4576
Legacy Bridge
Iowa
$120M +$15.7M +15% 304
XWM
4577
Xcel Wealth Management
Florida
$120M +$12.4M +11% 81
FMB
4578
Field & Main Bank
Kentucky
$120M +$9.48M +9% 202
RRCP
4579
Rip Road Capital Partners
Massachusetts
$120M 14
HAC
4580
Harbor Advisory Corp
New Hampshire
$120M +$5.63M +5% 39
HWA
4581
Hillcrest Wealth Advisors
New Jersey
$120M +$3.92M +3% 41
CWA
4582
Capital Wealth Alliance
Arizona
$120M 399
FWM
4583
Fairhaven Wealth Management
Illinois
$120M +$13.2M +12% 80
IWA
4584
Intercontinental Wealth Advisors
Texas
$120M -$42.7M -26% 466
SLWS
4585
Swaine & Leidel Wealth Services
Florida
$120M +$9.42M +9% 93
RSC
4586
Red Spruce Capital
Pennsylvania
$120M 85
SMP
4587
Santa Monica Partners
Florida
$120M +$3.93M +3% 28
VLC
4588
Van Leeuwen & Company
New Jersey
$120M +$13.8M +13% 82
NAM
4589
Nationwide Asset Management
Ohio
$120M 8
HWM
4590
Howard Wealth Management
Connecticut
$120M 551
PKC
4591
Palmer Knight Company
Florida
$120M +$1.84M +2% 25
AIM
4592
Alambic Investment Management
California
$119M -$13.5M -10% 389
MCA
4593
Morris Capital Advisors
Pennsylvania
$119M +$5.63M +5% 72
PI
4594
Pachira Investments
California
$119M +$29.6M +33% 15
GFPC
4595
Global Financial Private Client
Florida
$119M 540
KPC
4596
Karst Peak Capital
Hong Kong
$119M +$37.8M +46% 4
AFAS
4597
Acorn Financial Advisory Services
Virginia
$119M 160
CCM
4598
Chicago Capital Management
Illinois
$119M -$72.7M -38% 41
PCM
4599
Pointe Capital Management
Michigan
$119M +$1.07M +0.9% 141
SIC
4600
Samalin Investment Counsel
New York
$119M 561