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
PHAM
4576
Palisades Hudson Asset Management
Florida
$181M +$16.2M +10% 103
OWA
4577
Opal Wealth Advisors
New York
$181M +$44.3M +32% 135
DFG
4578
Demars Financial Group
Washington
$181M +$13M +8% 77
WG
4579
Watchman Group
Texas
$181M +$22.1M +14% 78
LWA
4580
Lowe Wealth Advisors
Maryland
$181M +$11.1M +7% 369
RWM
4581
Reston Wealth Management
Virginia
$181M +$13.1M +8% 53
AAM
4582
Augustine Asset Management
Florida
$181M +$28.8M +19% 110
SHA
4583
Seneca House Advisors
Virginia
$181M +$46M +34% 87
SFG
4584
Snider Financial Group
Washington
$181M -$3.35M -2% 56
MRCM
4585
Mill Road Capital Management
Connecticut
$181M -$7.91M -4% 26
MPPLM
4586
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$181M +$13.1M +8% 126
SJL
4587
Shayne & Jacobs LLC
Tennessee
$180M +$21.5M +14% 36
SL
4588
SOF Ltd
Cayman Islands
$180M +$29.5M +20% 1
SWA
4589
Strata Wealth Advisors
Texas
$180M 49
SA
4590
SRH Advisors
Kansas
$180M +$103M +135% 326
SAM
4591
Security Asset Management
New York
$180M +$13.5M +8% 76
TWM
4592
TriaGen Wealth Management
California
$180M -$1.05M -0.6% 188
CHA
4593
Carmichael Hill & Associates
Maryland
$180M +$8.52M +5% 777
LP
4594
Lexington Partners
New York
$180M -$2.84M -2% 7
UC
4595
Unio Capital
New Jersey
$180M +$14.4M +9% 52
BHA
4596
Beech Hill Advisors
New York
$180M +$5.38M +3% 85
SCG
4597
Sonata Capital Group
Washington
$180M -$1.59M -0.9% 112
PK
4598
Pflug Koory
Nebraska
$180M +$15.6M +9% 469
CWM
4599
CCG Wealth Management
California
$180M +$16.4M +10% 104
VFM
4600
Valley Financial Management
New York
$180M +$12.9M +8% 44