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
GMA
4576
Glassy Mountain Advisors
Maryland
$182M 227
SIP
4577
Stoneridge Investment Partners
Pennsylvania
$181M +$11.5M +7% 110
PHAM
4578
Palisades Hudson Asset Management
Florida
$181M +$16.2M +10% 103
OWA
4579
Opal Wealth Advisors
New York
$181M +$44.3M +32% 135
DFG
4580
Demars Financial Group
Washington
$181M +$13M +8% 77
WG
4581
Watchman Group
Texas
$181M +$22.1M +14% 78
LWA
4582
Lowe Wealth Advisors
Maryland
$181M +$11.1M +7% 369
RWM
4583
Reston Wealth Management
Virginia
$181M +$13.1M +8% 53
AAM
4584
Augustine Asset Management
Florida
$181M +$28.8M +19% 110
SHA
4585
Seneca House Advisors
Virginia
$181M +$46M +34% 87
SFG
4586
Snider Financial Group
Washington
$181M -$3.35M -2% 56
MRCM
4587
Mill Road Capital Management
Connecticut
$181M -$7.91M -4% 26
MPPLM
4588
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$181M +$13.1M +8% 126
SJL
4589
Shayne & Jacobs LLC
Tennessee
$180M +$21.5M +14% 36
SL
4590
SOF Ltd
Cayman Islands
$180M +$29.5M +20% 1
SWA
4591
Strata Wealth Advisors
Texas
$180M 49
SA
4592
SRH Advisors
Kansas
$180M +$103M +135% 326
SAM
4593
Security Asset Management
New York
$180M +$13.5M +8% 76
TWM
4594
TriaGen Wealth Management
California
$180M -$1.05M -0.6% 188
CHA
4595
Carmichael Hill & Associates
Maryland
$180M +$8.52M +5% 777
LP
4596
Lexington Partners
New York
$180M -$2.84M -2% 7
UC
4597
Unio Capital
New Jersey
$180M +$14.4M +9% 52
BHA
4598
Beech Hill Advisors
New York
$180M +$5.38M +3% 85
SCG
4599
Sonata Capital Group
Washington
$180M -$1.59M -0.9% 112
PK
4600
Pflug Koory
Nebraska
$180M +$15.6M +9% 469